How to connect Stripe and send payment link?

How to connect Stripe and send payment link?

With Stripe - Payment link generation application, Kylas users can generate payment links in the Stripe account from Kylas itself. View them and take certain automated actions like changing the pipeline stage of a Lead or Deal with the help of application.

Prerequisites 

  1. Permissions: Any user with access to the Kylas account API key or access to Kylas Marketplace app.
  2. Product Plans: Elevate
  3. Activities to be Completed: None

Steps to Install application:

Step1: Click ‘Install App’ button on the Kylas Marketplace app Details page


Step 2: Give the necessary permission required for the application and click on "Allow and Install"

Step 3: After the app is installed, sign up on the application with your Email account.

Step 4: Verify the Email by clicking on the verification link received in Email

Step 5: After verification navigate to Kylas Marketplace → Installed apps → Stripe - Payment link generation 

Enter Kylas API key: 
After successfully installing and signing up on the "Stripe - Payment link generation" application, Login to the app and click on "API key" section and enter your Kylas account API key. 



Where to find Kylas API key?
- Navigate to CRM settings dashboard > Integrations > API key > Copy to Clipboard 

Connect Stripe Account:
Connect your Stripe account to generate payment links by following below steps  

Step 1: Click on "Connected Accounts"



Step 2: Click "Add Connected Accounts" and Enter the Stripe secret key.

Click here to get Stripe account secret key

Step 3: Select the Active/Enable Checkbox and click "Save"

Step 4: After saving the Stripe account, we create a product with price value as 1 in your respective currency in Stripe. The product will be required to generate payment links as it’s mandatory for Stripe to have a product in the account to generate payment links.  

Steps to Generate payment link

Step 1: Generate payment links: Generate payment links from Kylas for Leads and Deals



Step 2 : After successfully connecting your Account you are ready to generate payment links

Step 3: Navigate to Kylas Lead/Deals details page

Step 4: Click on the more actions button show below

Step 5: And click on the "Generate payment link"

Step 6: Choose the product for which you would like to generate link (preferred product of price value 1).



Enter the quantity depending on the amount of the link you want to generate. The amount will be calculated as price x quantity.

Step 7: Click "Create link"

Step 8: The link is generated and it’s displayed on the same modal, you can copy and send it to the end customer.

Step 9: We also create a Note saying a link with link id and amount has been generated on so and so date.

Step 10: View payment links: View all payment links generated in past > After generating payment link, you can view the payment links by clicking on the "View payment link" button on the right hand side productivity section of the Lead/Deal details page as shown below.



You can view all payment links generated across all Leads and Deals by navigating to Stripe – payment link generation app -> Payment link logs

After payment action

With the help of the Stripe – Payment link generation application, you can take automated actions based upon the payment status
  1. Navigate to the "Connected Accounts" page on the Stripe – Payment link generation app
  2. Click the "After payment actions" button


  1. Choose the event from the list and desired action for example - Deal pipeline stage change when payment is successful



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