Zendesk logo + Stripe logo

Automate Zendesk & Stripe

Stop paying for mismatched spreadsheets. Sync data between Zendesk and Stripe in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Zendesk"]
        T1(["Fetch Custom Actions"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Stripe"] A1(["Accept a quote"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Zendesk and Stripe operate independently, customer support teams face significant challenges. For instance, when a customer requests a refund through Zendesk, the support agent must manually cross-reference Stripe to verify the transaction details. This leads to potential errors, such as incorrect refund amounts being processed, as agents often misinterpret transaction IDs. Consequently, the support team spends excessive time on manual data entry and verification, delaying customer resolutions and frustrating both customers and agents.

Top Ways to Automate Zendesk & Stripe

  • Automated Payment Notifications: Instantly notify your support team in Zendesk whenever a payment is processed through Stripe, ensuring they have real-time access to payment statuses and can respond to customer inquiries promptly.
  • Streamlined Customer Support Tickets: Automatically create support tickets in Zendesk from Stripe payment issues, allowing your team to address billing inquiries and disputes without manual data entry, reducing response times and improving customer satisfaction.
  • Comprehensive Customer Insights: Sync customer data between Zendesk and Stripe to provide a holistic view of customer interactions and payment histories, enabling your team to deliver personalized support and identify upsell opportunities effectively.

How to Build the Zendesk → Stripe Sync

  1. In your Zendesk account, navigate to the Admin Center and select 'Webhooks' under the 'Apps and Integrations' section. Create a new webhook and set the endpoint URL to your server's endpoint that will handle incoming data.
  2. Configure the webhook to trigger on specific events, such as 'Ticket Updated' or 'Ticket Created'. Ensure the payload includes relevant fields like 'ticket.id', 'ticket.status', and 'ticket.customer.email'.
  3. On your server, set up an endpoint to receive the webhook data. Extract the necessary fields from the incoming JSON payload.
  4. Use the Stripe API to create an account link by making a POST request to '/v1/accounts' with the extracted customer email and ticket ID as metadata. Capture the response, which includes the account link URL.
  5. To handle refunds, implement a logic that checks for refund requests in the Zendesk ticket status. If a refund is requested, make a POST request to the Stripe API's '/v1/refunds' endpoint with the appropriate charge ID and amount.
  6. Optionally, create an Account Session by making a POST request to '/v1/account_sessions' using the account link URL generated earlier to facilitate customer access.

Developer Warnings & API Gotchas

  • Ensure the ticket ID from Zendesk is correctly mapped to the corresponding transaction ID in Stripe; mismatches can lead to incorrect refunds.
  • When creating an account link, be cautious about the metadata size limit in Stripe; exceeding this can result in failed requests.
  • Be aware of the timing of webhook triggers; if a ticket is updated multiple times before processing, it may lead to duplicate or conflicting requests to the Stripe API.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Zendesk... Fetch Custom Actions
    Do this in Stripe Accept a quote
  • When this happens in Zendesk... List Groups
    Do this in Stripe Activate a billing alert
  • When this happens in Zendesk... New Action on Ticket
    Do this in Stripe Approve a review
  • When this happens in Zendesk... New Admin
    Do this in Stripe Archive a billing alert
  • When this happens in Zendesk... New Agent
    Do this in Stripe Archive an invoice rendering template

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I can see you're looking at mapping Zendesk to Stripe. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?