Automate Salesforce + Stripe
The enterprise system of record for revenue. Payments, subscriptions and the events behind revenue. Put an agent between them and the hand-off stops being manual: it reads, decides, acts, and shows its work.
Lead Researcher is a ready-made agent built around Salesforce; point its last step at Stripe to finish this hand-off.
Automations teams run
Each of these runs with a reasoning step between the two tools, so what reaches Stripe is a decision about the Salesforce event rather than a transcription of it.
When a lead or opportunity changes in Salesforce…
…an agent can look up customers and charges in Stripe — after reading the context and deciding it should.
When a task is due in Salesforce…
…an agent can summarise revenue activity in Stripe — after reading the context and deciding it should.
When a report cycle begins in Salesforce…
…an agent can flag anomalies in Stripe — after reading the context and deciding it should.
When a payment succeeds or fails in Stripe…
…an agent can update records and fields in Salesforce — with the reasoning recorded in the run’s receipt.
When a subscription changes in Stripe…
…an agent can create tasks and notes in Salesforce — with the reasoning recorded in the run’s receipt.
When a dispute opens in Stripe…
…an agent can extract report data in Salesforce — with the reasoning recorded in the run’s receipt.
Salesforce to Stripe, setup template
Start with a custom-api call to {instance}.my.salesforce.com and the stripe-invoice node. Configure the Salesforce source payload, the agent input, and the Stripe operation. The sequential template does not implement conditional writes or approval by itself.
This is a schema-checked starting point, not an end-to-end tested automation. Replace every CONFIGURE_ value, choose the operations you intend, connect credentials and map source outputs into later inputs. An edge orders steps; it does not supply a condition, an approval gate or a field mapping. Add and test those controls explicitly before any write. Cloud APIs and model providers may receive data. Keep the workflow inactive until tested with fixtures.
{
"id": "ad24b819-6eab-4f96-ade8-10df6ec3af78",
"name": "Salesforce → Stripe",
"nodes": [
{
"id": "8dffd388-8ef0-483f-a290-f2cb6f593b12",
"text": "Run on a schedule",
"x": 512,
"y": 144,
"isEditing": false,
"type": "trigger-timer",
"icon": "connect",
"category": "trigger",
"isSelected": false,
"parameters": {
"fireOnStart": "No",
"scheduleType": "Interval",
"schedule": "Every 15 Minutes"
},
"description": "Setup template for Timer Trigger. This trigger node fires the workflow at specified intervals or at a specific time. Configure credentials, inputs and output mapping before use.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
},
{
"id": "19c80dd4-dfbe-46d7-a2af-c23f3c795ff6",
"text": "Review source and draft",
"x": 512,
"y": 336,
"isEditing": false,
"type": "agnt-agent",
"icon": "connect",
"category": "action",
"isSelected": false,
"parameters": {
"agentId": "CONFIGURE_AGENTID",
"message": "Read the Salesforce item. Decide whether it warrants action in Stripe, and explain why.\nSource input: CONFIGURE_SOURCE_INPUT. Produce a reviewable draft only; do not take external actions."
},
"description": "Setup template for Agent Chat. Chat with an AI agent from your agent library. Select an agent and send messages to interact with it within your workflow. Configure credentials, inputs and output mapping before use.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
},
{
"id": "a493f0e6-b651-4ffd-a39c-b341dd7ad43a",
"text": "Configure destination in Stripe",
"x": 512,
"y": 528,
"isEditing": false,
"type": "stripe-invoice",
"icon": "connect",
"category": "action",
"isSelected": false,
"parameters": {
"customerEmail": "CONFIGURE_CUSTOMEREMAIL",
"dueDate": "CONFIGURE_DUEDATE",
"currency": "USD",
"amount": 1,
"description": "CONFIGURE_DESCRIPTION",
"lineItems": []
},
"description": "Setup template for Stripe API. Create and send a Stripe invoice with support for single or multiple line items Configure credentials, inputs and output mapping before use.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
}
],
"edges": [
{
"id": "2c65c71b-9700-4592-acdd-fd21ef1ccd48",
"start": {
"id": "8dffd388-8ef0-483f-a290-f2cb6f593b12",
"type": "output"
},
"end": {
"id": "19c80dd4-dfbe-46d7-a2af-c23f3c795ff6",
"type": "input"
},
"startX": 800,
"startY": 168,
"endX": 512,
"endY": 360
},
{
"id": "9cd30498-9e27-459b-ab96-a33dbfacbe96",
"start": {
"id": "19c80dd4-dfbe-46d7-a2af-c23f3c795ff6",
"type": "output"
},
"end": {
"id": "a493f0e6-b651-4ffd-a39c-b341dd7ad43a",
"type": "input"
},
"startX": 800,
"startY": 360,
"endX": 512,
"endY": 552
}
],
"zoomLevel": 1,
"canvasOffsetX": 0,
"canvasOffsetY": 0,
"isTinyNodeMode": false
}Configure Stripe API
Create and send a Stripe invoice with support for single or multiple line items
- customerEmail — Email address of the customer to bill Current example:
CONFIGURE_CUSTOMEREMAIL. - dueDate — Due date for the invoice (YYYY-MM-DD) Current example:
CONFIGURE_DUEDATE. - currency — Currency for the invoice Current example:
USD. - amount — Amount in cents for single item (e.g., 1000 for $10.00) Current example:
1. - description — Description for single item invoice Current example:
CONFIGURE_DESCRIPTION. - lineItems — Array of line items for the invoice. Each item must have 'description' and 'amount' (in cents). Example: [{"description": "Consulting", "amount": 5000, "quantity": 2}] Current example:
[].
Install Lead Researcher
Lead Researcher is a working agent built around Salesforce. Install it, point its last step at Stripe, and you have this hand-off without building it from an empty canvas.
Runs on your own machine · See what it does
Build it in AGNT
- Download AGNT Community Core — free and local-first.
- Connect Salesforce with one OAuth sign-in and Stripe with an API key pasted into the vault; both land in the local vault.
- Start from a marketplace workflow, or drop a custom-api node and stripe-invoice onto the canvas with an agent between them.
- Put an approval gate on anything consequential, then run it — the receipt shows what was read in Salesforce and what was written to Stripe.
Salesforce and Stripe — common questions
Can I connect Salesforce to Stripe without writing code?
No code is required. Add both connections in the vault (Salesforce uses one OAuth sign-in, Stripe uses an API key pasted into the vault), then either install a marketplace workflow for this pair or drag the two nodes onto the canvas and put an agent between them.
How is this different from a field-mapping Salesforce to Stripe automation?
Mapping tools move data; this reasons about it. Rather than copying a field into Stripe, the agent can weigh what arrived from Salesforce, classify it against criteria you wrote in prose, draft something new, and act only when it is warranted.
Does my Salesforce and Stripe data leave my machine?
Your credentials stay in a vault on your own disk rather than in someone else’s cloud. The only calls made are the ones the workflow needs: Salesforce, Stripe, and your chosen model provider — which can be a local one.
What does a Salesforce and Stripe run leave behind?
Every run is recorded end to end — the Salesforce items examined, the decision and its reasoning, the resulting Stripe write. That record is what makes it reasonable to let this run unattended, and what lets you widen its remit on evidence.
