Stripe

The Stripe connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Stripe actions. Use Stripe actions A tool for building the processes, logic, and direction within workflows. to create a customer or product, update a customer or product, and retrieve the details of a customer.

Create a Stripe connection

You can create connections from the Automate or Designer page.

  1. On the top navigation bar, click Automate, and then select Connections from the left navigation.
  2. On the Connections page, click Add new.

  3. In the Add new section, fill in the field as follows.

    In this field

    Select or enter the following
    Connector Stripe
  4. Click Connect.

  5. In the Connection window, fill in the field as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection
    API key (key) An auto-generated key for a Stripe user. For information about API keys, see Authentication and API keys.
  6. Click Connect.

  7. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  8. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

      (Or)

    • Click Done.

    9. The new connection is listed in the Connections page.

    • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

      • (Or)

    • On the top navigation bar, click Automate > Create workflow.
  2. Click the action you want to add the connection to.

  3. In the drop-down list for Connection, select Add new connection.

  4. In the Connection window, fill in the field as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection
    API key (key) An auto-generated key for a Stripe user. For information about API keys, see Authentication and API keys.

  5. Click Connect.

  6. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  7. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

      (Or)

    • Click Done.

    8. The new connection is listed in the Connections page.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

 Delete

Assign
permissions

Owners
Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.

    3. The corresponding permissions window is displayed.

  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.

Create a Stripe data source

Use the Stripe data source to create a drop-down list of Stripe customers or products in a form.

Example:  To allow users to select a specific customer in a form, add a drop-down list of customers to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a Stripe - Get customers data source to list the customers associated with the API key in the Stripe connection.

You can create a data source to:

  • Get customers: list all the customers associated with the API key in the Stripe connection.
  • Get products: list all the products associated with the API key in the Stripe connection.

Each data source is configured for a specific API key. You can create as many data sources as you need.

To add a Stripe drop-down list to your form:

  1. Create your Stripe data source.

    2. See Data sources.

  2. Add a data lookup form control to your form and configure it to use your new data source.

Assign data source permissions

Permissions enable you to manage access for other users to use, edit, and delete data sources.

  Use

Edit

 Delete

Assign
permissions

Connection owners

 ✔ ✔ ✔ ✔

Data source editors

 ✔ ✔ ✔ ✘
Data source users ✔ ✘ ✘ ✘

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign data source permissions from the Data sources page:

  1. On the Data sources page, click for the required data source.
  2. From the menu, select Permissions.

    3. The corresponding data source permissions window is displayed.

  3. To assign permissions:
    • In the Data source editors field, type the name of the user, and select from the list.
    • In the Data source users field, type the name of the user, and select from the list.
  1. Click Save Permissions.

Stripe data source fields

When you create a Stripe data source, you can configure some additional fields to specify which page of results the data source should retrieve.

Section

Field or selection

Description
Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • Stripe - Get customers:
    • Item limit: The number of customers you want to retrieve. You can specify a maximum of 100 customers.