Create a Customer with Stripe API on New Order from Keap (Infusionsoft) API

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New Order from the Keap (Infusionsoft) API

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Create a Customer with the Stripe API

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Getting Started#

This integration creates a workflow with a Keap (Infusionsoft) trigger and Stripe action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Order trigger
1. Connect your Keap (Infusionsoft) account
Configure the Create a Customer action
1. Connect your Stripe account
2. Optional- Configure Name
3. Optional- Configure Description
4. Optional- Configure Email
5. Optional- Configure Address - City
6. Optional- Configure Address - Country
7. Optional- Configure Address - Line 1
8. Optional- Configure Shipping - Address - Line 2
9. Optional- Configure Address - Postal Code
10. Optional- Configure Shipping - Address - State
11. Optional- Configure Metadata
12. Optional- Select a Payment Method Type
13. Optional- Select a Payment Method
14. Optional- Configure Phone
15. Optional- Configure Shipping - Address - City
16. Optional- Configure Shipping - Address - Country
17. Optional- Configure Shipping - Address - Line 1
18. Optional- Configure Shipping - Address - Line 2
19. Optional- Configure Shipping - Address - Postal Code
20. Optional- Configure Shipping - Address - State
21. Optional- Configure Shipping - Name
22. Optional- Configure Shipping - Phone
23. Optional- Configure Tax - IP Address
24. Optional- Select a Tax - Validate Location
25. Optional- Configure Balance
26. Optional- Select a Cash Balance Settings - Reconciliation Mode
27. Optional- Configure Invoice Prefix
28. Optional- Configure Invoice Settings - Custom Fields
29. Optional- Configure Invoice Settings - Default Payment Method
30. Optional- Select a Invoice Settings - Rendering Options - Amount Tax Display
31. Optional- Configure Next Invoice Sequence
32. Optional- Configure Preferred Locales
33. Optional- Configure Source
34. Optional- Select a Tax Exempt
35. Optional- Configure Tax ID Data
36. Optional- Configure Test Clock
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Order on Keap (Infusionsoft)

Description:Emit new event for each new **order** [See docs here](https://developer.infusionsoft.com/docs/rest/#operation/getOrderUsingGET)

Version:0.0.1

Key:infusionsoft-new-order

View on GitHub

Keap (Infusionsoft) Overview#

The Keap (Infusionsoft) API is a powerful tool that unlocks advanced customer relationship management, marketing automation, and sales features. It allows you to manage contacts, create and update customer records, send emails, set up marketing campaigns, and more, automating and integrating these processes within your business workflows. With Pipedream's serverless execution environment, you can harness this API to craft custom automations, trigger sequences based on specific actions, and connect Keap to a multitude of other apps and services, streamlining your sales and marketing efforts.

Trigger Code#

import { defineSource } from "@pipedream/types";
import common from "../common.mjs";
export default defineSource({
    ...common,
    name: "New Order",
    description: "Emit new event for each new **order** [See docs here](https://developer.infusionsoft.com/docs/rest/#operation/getOrderUsingGET)",
    key: "infusionsoft-new-order",
    version: "0.0.1",
    type: "source",
    methods: {
        ...common.methods,
        getHookType() {
            return "order.add";
        },
        getSummary(order) {
            return this.infusionsoft.getOrderSummary(order);
        },
    },
});

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Keap (Infusionsoft)	`infusionsoft`	`app`	This component uses the Keap (Infusionsoft) app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

Keap (Infusionsoft) uses OAuth authentication. When you connect your Keap (Infusionsoft) account, Pipedream will open a popup window where you can sign into Keap (Infusionsoft) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Keap (Infusionsoft) API.

Pipedream requests the following authorization scopes when you connect your account:

About Keap (Infusionsoft)#

CRM, sales & marketing platform

Action#

Create a Customer on Stripe

Description:Create a customer. [See the documentation](https://stripe.com/docs/api/customers/create).

Version:0.1.2

Key:stripe-create-customer

View on GitHub

Stripe Overview#

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Action Code#

import app from "../../stripe.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "stripe-create-customer",
  name: "Create a Customer",
  type: "action",
  version: "0.1.2",
  description: "Create a customer. [See the documentation](https://stripe.com/docs/api/customers/create).",
  props: {
    app,
    name: {
      description: "The customer's full name or business name.",
      propDefinition: [
        app,
        "name",
      ],
    },
    description: {
      propDefinition: [
        app,
        "description",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    addressCity: {
      propDefinition: [
        app,
        "addressCity",
      ],
    },
    addressCountry: {
      propDefinition: [
        app,
        "addressCountry",
      ],
    },
    addressLine1: {
      propDefinition: [
        app,
        "addressLine1",
      ],
    },
    addressLine2: {
      propDefinition: [
        app,
        "addressLine2",
      ],
    },
    addressPostalCode: {
      propDefinition: [
        app,
        "addressPostalCode",
      ],
    },
    addressState: {
      propDefinition: [
        app,
        "addressState",
      ],
    },
    metadata: {
      propDefinition: [
        app,
        "metadata",
      ],
    },
    paymentMethodType: {
      type: "string",
      label: "Payment Method Type",
      description: "The type of payment method to create",
      propDefinition: [
        app,
        "paymentMethodTypes",
      ],
    },
    paymentMethod: {
      propDefinition: [
        app,
        "paymentMethod",
        ({ paymentMethodType }) => ({
          type: paymentMethodType,
        }),
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    shippingAddressCity: {
      label: "Shipping - Address - City",
      propDefinition: [
        app,
        "addressCity",
      ],
    },
    shippingAddressCountry: {
      label: "Shipping - Address - Country",
      propDefinition: [
        app,
        "addressCountry",
      ],
    },
    shippingAddressLine1: {
      label: "Shipping - Address - Line 1",
      propDefinition: [
        app,
        "addressLine1",
      ],
    },
    shippingAddressLine2: {
      label: "Shipping - Address - Line 2",
      propDefinition: [
        app,
        "addressLine2",
      ],
    },
    shippingAddressPostalCode: {
      label: "Shipping - Address - Postal Code",
      propDefinition: [
        app,
        "addressPostalCode",
      ],
    },
    shippingAddressState: {
      label: "Shipping - Address - State",
      propDefinition: [
        app,
        "addressState",
      ],
    },
    shippingName: {
      propDefinition: [
        app,
        "shippingName",
      ],
    },
    shippingPhone: {
      propDefinition: [
        app,
        "shippingPhone",
      ],
    },
    taxIpAddress: {
      type: "string",
      label: "Tax - IP Address",
      description: "A recent IP address of the customer used for tax reporting and tax location inference. Stripe recommends updating the IP address when a new PaymentMethod is attached or the address field on the customer is updated. We recommend against updating this field more frequently since it could result in unexpected tax location/reporting outcomes.",
      optional: true,
    },
    taxValidateLocation: {
      type: "string",
      label: "Tax - Validate Location",
      description: "A flag that indicates when Stripe should validate the customer tax location. Defaults to deferred.",
      options: [
        "deferred",
        "immediately",
      ],
      optional: true,
    },
    balance: {
      type: "integer",
      label: "Balance",
      description: "An integer amount in cents that represents the customer's current balance, which affect the customer's future invoices. A negative amount represents a credit that decreases the amount due on an invoice; a positive amount increases the amount due on an invoice.",
      optional: true,
    },
    cashBalanceSettingsReconciliationMode: {
      type: "string",
      label: "Cash Balance Settings - Reconciliation Mode",
      description: "Controls how funds transferred by the customer are applied to payment intents and invoices. Valid options are automatic, manual, or merchant_default. For more information about these reconciliation modes, see Reconciliation.",
      options: [
        "automatic",
        "manual",
        "merchant_default",
      ],
      optional: true,
    },
    invoicePrefix: {
      type: "string",
      label: "Invoice Prefix",
      description: "The prefix for the customer used to generate unique invoice numbers. Must be 3–12 uppercase letters or numbers.",
      optional: true,
    },
    invoiceSettingsCustomFields: {
      type: "string[]",
      label: "Invoice Settings - Custom Fields",
      description: "The list of up to 4 default custom fields to be displayed on invoices for this customer. When updating, pass an empty string to remove previously-defined fields.",
      optional: true,
    },
    invoiceSettingsDefaultPaymentMethod: {
      type: "string",
      label: "Invoice Settings - Default Payment Method",
      description: "ID of a payment method that's attached to the customer, to be used as the customer's default payment method for subscriptions and invoices.",
      optional: true,
    },
    invoiceSettingsRenderingOptionsAmountTaxDisplay: {
      type: "string",
      label: "Invoice Settings - Rendering Options - Amount Tax Display",
      description: "How line-item prices and amounts will be displayed with respect to tax on invoice PDFs. One of exclude_tax or include_inclusive_tax. include_inclusive_tax will include inclusive tax (and exclude exclusive tax) in invoice PDF amounts. exclude_tax will exclude all tax (inclusive and exclusive alike) from invoice PDF amounts.",
      options: [
        "exclude_tax",
        "include_inclusive_tax",
      ],
      optional: true,
    },
    nextInvoiceSequence: {
      type: "integer",
      label: "Next Invoice Sequence",
      description: "The sequence to be used on the customer's next invoice. Defaults to 1.",
      optional: true,
      default: 1,
    },
    preferredLocales: {
      type: "string[]",
      label: "Preferred Locales",
      description: "Customer's preferred languages, ordered by preference.",
      optional: true,
    },
    source: {
      type: "string",
      label: "Source",
      description: "When using payment sources created via the Token or Sources APIs, passing source will create a new source object, make it the new customer default source, and delete the old customer default if one exists. If you want to add additional sources instead of replacing the existing default, use the card creation API. Whenever you attach a card to a customer, Stripe will automatically validate the card.",
      optional: true,
    },
    taxExempt: {
      type: "string",
      label: "Tax Exempt",
      description: "The customer's tax exemption. One of none, exempt, or reverse.",
      options: [
        "none",
        "exempt",
        "reverse",
      ],
      optional: true,
    },
    taxIdData: {
      type: "string[]",
      label: "Tax ID Data",
      description: "The customer's tax IDs. [See the documentation](https://docs.stripe.com/api/customers/create#create_customer-tax_id_data).",
      optional: true,
    },
    testClock: {
      type: "string",
      label: "Test Clock",
      description: "ID of the test clock to attach to the customer.",
      optional: true,
    },
  },
  methods: {
    getOtherParams() {
      const {
        addressCity,
        addressCountry,
        addressLine1,
        addressLine2,
        addressPostalCode,
        addressState,
        shippingAddressCity,
        shippingAddressCountry,
        shippingAddressLine1,
        shippingAddressLine2,
        shippingAddressPostalCode,
        shippingAddressState,
        shippingName,
        shippingPhone,
        taxIpAddress,
        taxValidateLocation,
        cashBalanceSettingsReconciliationMode,
        invoiceSettingsCustomFields,
        invoiceSettingsDefaultPaymentMethod,
        invoiceSettingsRenderingOptionsAmountTaxDisplay,
      } = this;

      const hasAddressData = addressCity
        || addressCountry
        || addressLine1
        || addressLine2
        || addressPostalCode
        || addressState;

      const hasShippingData = shippingAddressCity
        || shippingAddressCountry
        || shippingAddressLine1
        || shippingAddressLine2
        || shippingAddressPostalCode
        || shippingAddressState
        || shippingName
        || shippingPhone;

      const hasTaxData = taxIpAddress || taxValidateLocation;

      const hasInvoiceSettings = invoiceSettingsCustomFields
        || invoiceSettingsDefaultPaymentMethod
        || invoiceSettingsRenderingOptionsAmountTaxDisplay;

      return {
        ...(hasAddressData && {
          address: {
            city: addressCity,
            country: addressCountry,
            line1: addressLine1,
            line2: addressLine2,
            postal_code: addressPostalCode,
            state: addressState,
          },
        }),
        ...(hasShippingData && {
          shipping: {
            address: {
              city: shippingAddressCity,
              country: shippingAddressCountry,
              line1: shippingAddressLine1,
              line2: shippingAddressLine2,
              postal_code: shippingAddressPostalCode,
              state: shippingAddressState,
            },
            name: shippingName,
            phone: shippingPhone,
          },
        }),
        ...(hasTaxData && {
          tax: {
            ip_address: taxIpAddress,
            validate_location: taxValidateLocation,
          },
        }),
        ...(cashBalanceSettingsReconciliationMode && {
          cash_balance: {
            settings: {
              reconciliation_mode: cashBalanceSettingsReconciliationMode,
            },
          },
        }),
        ...(hasInvoiceSettings && {
          invoice_settings: {
            custom_fields: invoiceSettingsCustomFields,
            default_payment_method: invoiceSettingsDefaultPaymentMethod,
            rendering_options: {
              amount_tax_display: invoiceSettingsRenderingOptionsAmountTaxDisplay,
            },
          },
        }),
      };
    },
  },
  async run({ $ }) {
    const {
      app,
      name,
      description,
      email,
      metadata,
      paymentMethod,
      phone,
      balance,
      invoicePrefix,
      nextInvoiceSequence,
      preferredLocales,
      source,
      taxExempt,
      taxIdData,
      testClock,
      getOtherParams,
    } = this;

    const resp = await app.sdk().customers.create({
      name,
      description,
      email,
      metadata,
      payment_method: paymentMethod,
      phone,
      balance,
      invoice_prefix: invoicePrefix,
      next_invoice_sequence: nextInvoiceSequence,
      preferred_locales: preferredLocales,
      source,
      tax_exempt: taxExempt,
      tax_id_data: utils.parseArray(taxIdData),
      test_clock: testClock,
      ...getOtherParams(),
    });
    $.export("$summary", `Successfully created a new customer with ID \`${resp.id}\``);
    return resp;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Stripe	`app`	`app`	This component uses the Stripe app.
Name	`name`	`string`	The customer's full name or business name.
Description	`description`	`string`	An arbitrary string that you can attach to a the object eg. customer, invoice, etc.
Email	`email`	`string`	Customer's email address. It's displayed alongside the customer in your dashboard and can be useful for searching and tracking. This may be up to 512 characters.
Address - City	`addressCity`	`string`	City, district, suburb, town, or village.
Address - Country	`addressCountry`	`string`	Two-letter country code (ISO 3166-1 alpha-2).
Address - Line 1	`addressLine1`	`string`	Address line 1 (e.g., street, PO Box, or company name).
Shipping - Address - Line 2	`addressLine2`	`string`	Address line 2 (e.g., apartment, suite, unit, or building).
Address - Postal Code	`addressPostalCode`	`string`	ZIP or postal code.
Shipping - Address - State	`addressState`	`string`	State, county, province, or region.
Metadata	`metadata`	`object`	Set of key-value pairs that you can attach to an object. This can be useful for storing additional information about the object in a structured format. Individual keys can be unset by posting an empty value to them. All keys can be unset by posting an empty value to metadata.
Payment Method Type	`paymentMethodType`	`string`	Select a value from the drop down menu:`acss_debitalipayau_becs_debitbancontactcardcard_presentepsgiropayidealinterac_presentp24sepa_debitsofort`
Payment Method	`paymentMethod`	`string`	Select a value from the drop down menu.
Phone	`phone`	`string`	The customer's phone number. This field is required when creating a new customer. If you do not provide a phone number, the customer will be created with the phone number of the connected account.
Shipping - Address - City	`shippingAddressCity`	`string`	City, district, suburb, town, or village.
Shipping - Address - Country	`shippingAddressCountry`	`string`	Two-letter country code (ISO 3166-1 alpha-2).
Shipping - Address - Line 1	`shippingAddressLine1`	`string`	Address line 1 (e.g., street, PO Box, or company name).
Shipping - Address - Line 2	`shippingAddressLine2`	`string`	Address line 2 (e.g., apartment, suite, unit, or building).
Shipping - Address - Postal Code	`shippingAddressPostalCode`	`string`	ZIP or postal code.
Shipping - Address - State	`shippingAddressState`	`string`	State, county, province, or region.
Shipping - Name	`shippingName`	`string`	Recipient name.
Shipping - Phone	`shippingPhone`	`string`	Recipient phone (including extension).
Tax - IP Address	`taxIpAddress`	`string`	A recent IP address of the customer used for tax reporting and tax location inference. Stripe recommends updating the IP address when a new PaymentMethod is attached or the address field on the customer is updated. We recommend against updating this field more frequently since it could result in unexpected tax location/reporting outcomes.
Tax - Validate Location	`taxValidateLocation`	`string`	Select a value from the drop down menu:`deferredimmediately`
Balance	`balance`	`integer`	An integer amount in cents that represents the customer's current balance, which affect the customer's future invoices. A negative amount represents a credit that decreases the amount due on an invoice; a positive amount increases the amount due on an invoice.
Cash Balance Settings - Reconciliation Mode	`cashBalanceSettingsReconciliationMode`	`string`	Select a value from the drop down menu:`automaticmanualmerchant_default`
Invoice Prefix	`invoicePrefix`	`string`	The prefix for the customer used to generate unique invoice numbers. Must be 3–12 uppercase letters or numbers.
Invoice Settings - Custom Fields	`invoiceSettingsCustomFields`	`string[]`	The list of up to 4 default custom fields to be displayed on invoices for this customer. When updating, pass an empty string to remove previously-defined fields.
Invoice Settings - Default Payment Method	`invoiceSettingsDefaultPaymentMethod`	`string`	ID of a payment method that's attached to the customer, to be used as the customer's default payment method for subscriptions and invoices.
Invoice Settings - Rendering Options - Amount Tax Display	`invoiceSettingsRenderingOptionsAmountTaxDisplay`	`string`	Select a value from the drop down menu:`exclude_taxinclude_inclusive_tax`
Next Invoice Sequence	`nextInvoiceSequence`	`integer`	The sequence to be used on the customer's next invoice. Defaults to 1.
Preferred Locales	`preferredLocales`	`string[]`	Customer's preferred languages, ordered by preference.
Source	`source`	`string`	When using payment sources created via the Token or Sources APIs, passing source will create a new source object, make it the new customer default source, and delete the old customer default if one exists. If you want to add additional sources instead of replacing the existing default, use the card creation API. Whenever you attach a card to a customer, Stripe will automatically validate the card.
Tax Exempt	`taxExempt`	`string`	Select a value from the drop down menu:`noneexemptreverse`
Tax ID Data	`taxIdData`	`string[]`	The customer's tax IDs. See the documentation
Test Clock	`testClock`	`string`	ID of the test clock to attach to the customer.

Create a Customer with Stripe API on New Order from Keap (Infusionsoft) API

Pipedream makes it easy to connect APIs for Stripe, Keap (Infusionsoft) and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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