Stripe Integration Tutorial
If you use Stripe for client payments, you can connect your Stripe account with Gryffin so that new projects will be created when Stripe invoices are created.
To connect Stripe with Gryffin, follow these steps:
1. Start by creating a workspace in Gryffin where Stripe will record the invoices. Go to Admin > Modules, select the Module, and then create the Workspace. Make sure that your new workspaces use the same fields that Stripe uses. Here is an example:
NOTE: It is important to use the same types of fields as in the example above. For the Status field, it should be a Single Line text field. Subtotal, total, and tax could be a number or a text field, etc. You can literally create your Stripe workspace using the example above.
2. Go to Admin > Company, and connect Gryffin with Stripe. NOTE: It’s required for your Stripe account to be verified.
When you turn it ON, you will have to map your Stripe invoice to your Gryffin workspace. Start by selecting the module and workspace that your stripe data will be imported into.
Then, map the Invoice field from Stripe to the Gryffin fields.
Once you hit Okay, you’ll be taken to your Stripe account so you can log in.
Once you do so, your Stripe and Gryffin accounts will be connected.
As an example, you can go to Stripe and click on Billing > Invoices > New, and create a new invoice:
As soon as the invoice is created in Stripe, a copy will also be created in your Gryffin workspace.
You can click into your project to view the details.
Once the Stripe invoice is in Gryffin, you can add a status, create tasks, add files, chat about the project, and much more.
What if the Invoice Status is Updated in Stripe?
If the invoice changes fromo pending to paid, or void, or uncollectable in Stripe, this change will be reflected in Gryffin.
When you go to your Stripe invoice to view the status:
You can then change the status on Stripe:
The status will also be changed on your Gryffin item.