Integrations

Stripe Integration

Connect Stripe for payment processing and subscription management.

Stripe Integration

Connect Stripe to process payments, manage subscriptions, and sync invoice data.

Stripe connection modal

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What the Stripe Integration Does

Payment processing — Accept credit cards, ACH, and more
Subscription billing — Automated recurring payments
Invoice sync — Two-way invoice synchronization
Webhook handling — Real-time event updates

Connecting Stripe

Step 1: Get API Keys

From your Stripe Dashboard:

Go to Developers > API Keys
Copy Publishable Key (starts with pk_live_)
Copy Secret Key (starts with sk_live_)
Get Webhook Secret (create endpoint first)

Use live keys for production, test keys (pk_test_, sk_test_) for testing.

Step 2: Connect in Workestra

Go to Settings > Connected Accounts
Click Connect Stripe
Enter:
- Publishable key
- Secret key
- Webhook secret
Click Validate
System verifies keys
Save connection

Key Validation

System checks:

Key format (pk_live_, sk_live_)
Key permissions
Account status
Webhook endpoint

What It Enables

Payment Processing

On invoices:

Pay Now button
Credit/debit cards
Digital wallets (Apple Pay, Google Pay)
ACH bank transfers

Subscription Management

Sync subscriptions:

Plans created in Stripe
Subscription status
Payment history
Failed payments

Invoice Sync

Two-way sync:

Direction	Action
Workestra → Stripe	Create Stripe invoice
Stripe → Workestra	Payment received
Stripe → Workestra	Subscription updated

Webhook Events

Workestra listens for Stripe events:

Event	Action in Workestra
`payment_intent.succeeded`	Mark invoice paid
`invoice.paid`	Record payment
`invoice.payment_failed`	Mark past due
`subscription.created`	Create subscription
`subscription.updated`	Update plan/status
`subscription.deleted`	Cancel subscription
`customer.created`	Create customer link

Test Mode vs Production

Test Mode

For development:

Use test API keys
Test card numbers
No real charges
Safe to experiment

Test Card Numbers:

Card	Number
Visa	4242 4242 4242 4242
Declined	4000 0000 0000 0002

Production

For live payments:

Use live API keys
Real charges processed
Update webhook URL
Monitor carefully

Disconnecting Stripe

To remove integration:

Go to Settings > Connected Accounts
Find Stripe
Click Disconnect
Confirm

Disconnecting stops payment processing. Existing subscriptions may fail.

Troubleshooting

"Invalid API Key"

Check key format
Verify live vs test
Ensure no extra spaces
Regenerate if needed

Webhook Failures

Check webhook URL
Verify webhook secret
Check Stripe webhook logs
Re-create webhook endpoint

Payment Failures

Check customer payment method
Verify card not expired
Check Stripe decline codes
Contact customer for alternative

Next Steps

Invoicing — Create payable invoices
Subscriptions — Recurring billing
Finance Settings — Payment configuration

Banking Integration

Connect bank accounts for automatic transaction sync.

Sentry Integration

Connect Sentry for error tracking and application monitoring.