Stripe (Legacy)

Stripe (Legacy)

· #12 most-used

Automate payments, subscriptions, and billing

FinanceEcommerceAutomationPaymentsAccounting

Stripe (Legacy) is the proven payments API that powers subscriptions, one-time charges, invoicing, and customer billing for thousands of SaaS and ecommerce businesses. Connect it to Actionist and your agents can create customers, manage subscriptions, react to payment events, and keep your CRM and finance tools in sync with every transaction — without logging into the Stripe dashboard.

Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate manual CRM updates after payments, weekly MRR exports, refund processing, subscription status checks, and invoice reconciliation — tasks that typically take finance and operations teams 4-6 hours per week across a 10-person company.

Schedule

What your Stripe (Legacy) agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
WedFri
Wed
Thu
Fri
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Stripe (Legacy) × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
6Apps spanned
~24 hrsSaved / week
5Personas served
For sales
Featured4 apps

New payment closes the CRM deal automatically

When a new Stripe payment arrives, the agent finds the matching HubSpot deal by customer email, marks it Closed Won, logs the deal value and plan tier, and posts a win notification to the #wins Slack channel — the CRM updates within about a minute of the charge clearing, with zero manual input from the rep.

~5 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a payment is completed in Stripe
Result
Update deal to Closed Won with plan and amountAppend revenue row to sales trackerPost win notification to #wins channel
The win
Saved per run
8 min
Runs / week
~40×
Every payment closes the deal automatically — no rep action needed
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    40 min / week
    Manual CRM updates after every payment

    Reps log into Stripe to confirm payment, then switch to HubSpot to mark the deal won — 5-10 minutes per closed deal, every time.

    Sales Agent
    0 min
    Agent closes the CRM deal within about a minute of payment

    When a Stripe payment fires, the agent finds the deal by customer email and marks it Closed Won automatically — reps never need to update the pipeline after a charge.

  • Marketing
    60 min / week
    Manual acquisition report from Stripe exports

    The marketing team exports a CSV from Stripe, cross-references acquisition source tags in a spreadsheet, and manually builds the weekly conversion report.

    Marketing Agent
    0 min
    Agent delivers the acquisition report automatically each Tuesday

    The agent reads acquisition metadata from each new Stripe customer, groups signups by channel, and posts the breakdown to #marketing before the weekly planning meeting.

  • Customer Support
    30 min / week
    Manual refund processing and customer messaging

    Support agents log into Stripe to issue refunds, copy the amount, and manually send the customer a confirmation email — 10 minutes per refund case.

    Customer Support Agent
    0 min
    Agent issues refunds and confirms with the customer automatically

    When a refund is approved in the support system, the agent processes the Stripe refund and sends the customer a Telegram confirmation within about a minute.

  • Human Resources
    45 min / week
    Manual new-hire and offboarding billing setup

    HR logs into Stripe to create new customer records for each hire and cancels subscriptions for departing employees — 15 minutes per person, per cycle.

    Human Resources Agent
    0 min
    Agent handles new-hire billing creation and offboarding cancellations

    The agent creates Stripe customers and subscriptions for new hires on Thursday, then cancels benefit subscriptions for offboarding employees on Friday — no Stripe dashboard visits.

  • Finance
    60 min / week
    Manual MRR calculation from Stripe exports

    Finance exports all subscriptions from Stripe, pastes them into a spreadsheet, and manually sums MRR by plan tier every Monday morning before the leadership review.

    Finance Agent
    0 min
    Agent delivers the MRR dashboard every Monday at 8 AM

    The finance agent lists all active subscriptions, calculates MRR by plan tier, and writes the revenue snapshot to the executive dashboard before anyone opens their laptop.

  • Operations
    45 min / week
    Manual subscription registry maintenance

    Operations keeps a manual spreadsheet of subscription statuses, checking Stripe each Monday and updating the registry by hand — 45 minutes every week.

    Operations Agent
    0 min
    Agent syncs the subscription registry every Monday automatically

    The operations agent lists all Stripe subscriptions, updates the master registry in Notion, and highlights status changes — the registry is accurate before Monday standup.

  • Legal
    60 min / week
    Manual dispute register and contract billing checks

    Legal manually reviews Stripe for new disputes each week, cross-references billed amounts against signed contracts, and updates the dispute register by hand.

    Legal Agent
    0 min
    Agent maintains the dispute register and flags billing discrepancies

    The legal agent retrieves disputes and subscription details weekly, populates the register in Notion, and flags any billing-contract mismatch before the monthly audit.

+ 100s of other Stripe (Legacy) automations
Average time saved
34 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 people
Hourly rate
$35 / hr
Hours saved / week
35
Hours saved / year
1,750
Annual ROI
$61,250

Based on Stripe (Legacy)'s typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Stripe (Legacy) into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Stripe using your API Secret Key. Generate a key in your Stripe developer dashboard and paste it below — Actionist uses it to read and write customers, subscriptions, charges, and invoices on your behalf.

1
Open Stripe Developer Dashboard

Log in to Stripe and navigate to Developers → API Keys. Decide whether you want to connect in live mode or test mode — use test mode first to verify the integration.

2
Create a Secret Key

In the Standard Keys section, click Create secret key, give it a name like 'Actionist', and click Create. Copy the key immediately — it will not be shown again.

3
Paste into Actionist

Paste the Secret Key into the field below and click Test connection. Actionist runs a read-only call to verify the key is valid before saving.

Credentials you'll need
Secret Key*
Stripe Dashboard → Developers → API Keys → Create secret key. Keys begin with sk_live_ (production) or sk_test_ (test mode).
Actions

14 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Stripe (Legacy) + Actionist

How does Actionist connect to Stripe (Legacy)?
Go to the Apps tab, find Stripe (Legacy), and click Connect. You will be prompted to enter your Stripe Secret Key — generate one in your Stripe dashboard under Developers → API Keys. Actionist runs a read-only test call to verify the key before saving. Use a test-mode key first to validate the integration, then swap it for a live key when you are ready.
What permissions does the agent need on my Stripe account?
The Secret Key inherits the permissions of the Stripe account it was created in. For most automation tasks — reading subscriptions, creating customers, issuing refunds — a standard secret key on a Stripe account with the relevant objects enabled is sufficient. If you use restricted API keys, make sure the key has read and write access to Customers, Subscriptions, Charges, Invoices, and Refunds.
How quickly do Stripe triggers fire when a payment or cancellation occurs?
Stripe triggers in Actionist fire within about a minute of the underlying event — a payment completing, a subscription being canceled, or an invoice being created. Actionist polls the Stripe API on a regular cadence rather than using a real-time webhook, so there is a short delay before the agent acts. For time-sensitive flows like access provisioning, design your automation to tolerate a delay of up to a minute.
Can I automate subscription management — upgrades, cancellations, and coupon application?
Yes. The agent can create, cancel, and look up subscriptions, and apply coupon codes to existing subscriptions. A common pattern is: customer requests an upgrade in your app → agent finds the current subscription → agent creates a new subscription on the higher plan → agent cancels the old subscription at period end. All of this happens without anyone logging into the Stripe dashboard.
What is the difference between Stripe (Legacy) and the current Stripe integration?
Stripe (Legacy) is an earlier version of the Stripe connector that supports a focused set of actions — customer creation, subscription management, charge lookup, and basic triggers. The current Stripe integration supports a broader range of API objects and methods. If you are starting a new integration, check whether the current Stripe app meets your needs first. Stripe (Legacy) is maintained for users with existing automations that depend on it.
Can the agent issue refunds without a human approving the action?
Yes, but we strongly recommend setting the refund action to require approval before executing. In Actionist's Approval Modes, you can configure the agent to Suggest the refund for a human to confirm, or Ask each time before processing. Running refunds in Full auto mode is technically possible but carries financial risk — use Guarded auto or Ask each time for any action that moves money.
How do I sync Stripe customers and subscriptions to my CRM automatically?
Set up a New Customer trigger in Actionist: when Stripe creates a customer, the agent reads the customer metadata — email, name, acquisition source — and creates a matching contact in HubSpot, Salesforce, or your CRM of choice. For subscriptions, use a New Payment trigger to update the deal stage or subscription field in the CRM whenever a charge clears. Both flows run without any manual handoff.
Can Actionist run a weekly MRR or revenue report from Stripe data?
Yes. Schedule the Finance Agent to list all active subscriptions each Monday, sum the amounts by plan tier, and write the MRR breakdown to a Google Sheets dashboard. Add a churn-at-risk line by listing subscriptions set to cancel at period end and including that count in the report. This replaces the manual Stripe export and spreadsheet calculation that most finance teams do by hand each week.