Automate Stripe with Caddi
Built for professional services teams.
Stripe processes the money — Caddi runs the records around it.
Supported actions7
- New chargeTriggers when a successful charge is processed.
- Subscription createdTriggers when a new subscription starts.
- Refund issuedTriggers when a refund is processed.
- Create customerAdd a new Stripe customer with payment method.
- Create chargeCharge a customer's card or bank account.
- Create invoiceGenerate an invoice for a customer.
- Create subscriptionStart a recurring subscription for a customer.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Automate Stripe by teaching Caddi like a new hire.
Walk Caddi through the Stripe work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Teach it the job
Walk Caddi through the Stripe task the way you'd onboard a new hire.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Stripe
Why teams automate Stripe
Every Stripe event has downstream consumers: the books, the CRM, the customer email. Caddi runs them all without anyone manually exporting CSVs.
Loops Caddi runs against Stripe
Payment-to-books posting
Recommended patternCaddi summarizes daily Stripe activity and posts the journal entries to QuickBooks or Xero with the right customer coding.
Failed-payment chase
Recommended patternCaddi identifies failed Stripe charges, drafts the personalized outreach, and updates the CRM with the result.
Invoice reconciliation
Recommended patternCaddi matches Stripe payments against open invoices in your billing system and writes the reconciled record back.
Where professional services teams use it
Inbound triage
Watch Stripe for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.
Cross-tool data sync
Keep Stripe in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Stripe alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Stripe update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Stripe
Does Caddi have a real Stripe integration?
Yes. Caddi runs verified code against Stripe's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Stripe is reviewed before it runs in production.
Do I need engineering help to automate Stripe with Caddi?
No. You demonstrate the workflow — clicking through Stripe the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Stripe data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Stripe with no model in the loop.
Can Caddi connect Stripe to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Stripe, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Stripe?
Drop your work email and we'll show you Caddi running end-to-end against Stripe and the rest of your stack.