ClickUp and Stripe, ready to switch on
Every failed charge, dispute and cancelled subscription opens the ClickUp task somebody has to act on, with the amount, the customer and the reason Stripe gives. You paste two keys in your account and we switch it on for you.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all ClickUp integrations · all Stripe integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| Failed charge becomes a task | Stripe to ClickUp | Within seconds | In the list you keep for money to chase, with the amount, the customer and the decline reason |
| Dispute | Stripe to ClickUp | Within seconds | Due date set to the deadline Stripe gives for evidence, so it isn't found the day after |
| Cancelled subscription | Stripe to ClickUp | Within seconds | A task to ask why, carrying the plan and how many months they stayed |
| New paying customer | Stripe to ClickUp | Within seconds | Optional, and it opens your onboarding checklist in the list you choose |
| Closed means closed | In ClickUp | Always | Closing the task changes nothing in Stripe; money is read here, never written |
How to set up ClickUp and Stripe
A few minutes of your time, then it's ours.
- Choose ClickUp and StripePress Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
- Pay and open your accountCard or invoice, about two minutes. The account opens with this integration waiting for its two keys.
- Paste the ClickUp API token and the Stripe restricted key
- ClickUp API token: in ClickUp open your avatar, then Settings, then Apps. Full ClickUp guide
- Stripe restricted key: in Stripe open Developers, then API keys, and press Create restricted key. Full Stripe guide
Each screen carries the full guide with the exact menu names, about five minutes for both. - We check both keysEach key is checked against ClickUp's and Stripe's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
- Make one test payment, then we switch it onA minute or two. Run a test payment in Stripe and watch the task appear in the list with the amount on it. A person checks the setup and switches it on, within a working day.
When ClickUp or Stripe changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, weekdays 10:00 to 19:00 EET.
- Custom logic beyond the table is priced separately.
What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.
Ways to connect ClickUp and Stripe
Two ways people connect these two, and what each one asks of you.
Before you decide
Does anything go back into Stripe?
No. Money is read, never written. Closing a task changes nothing about the payment, which is how it should be.
Which events deserve a task?
Start with failures and disputes, since those have a deadline. Successful payments are worth a task only if somebody actually does something when one arrives.
Do successful payments become tasks too?
Only if somebody actually does something when one arrives. Most teams take failures and disputes as tasks and let the good news go to a channel instead, because a task nobody acts on is noise.
Anything to know about ClickUp?
The personal token acts as you, so tasks the integration creates show your name as their creator. A user made for the integration keeps that tidy.
Anything to know about Stripe?
A restricted key with read access can only read. It can't move money, and we never ask for your secret key.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.
