Payments (Stripe)

Canvas integrates with Stripe to process payments, issue refunds, and manage customer payment data within your workflows.

Adding a Stripe Step

Drag the Stripe step from the Integrations category onto your canvas. Connect it to upstream steps that provide payment or customer data.

The Stripe step supports multiple actions, selected in the right panel:

Create Payment Intent — Initiate a payment for a specified amount. Connect a Customer or Invoice step upstream to provide the amount and customer details.
Capture Payment — Capture an authorized payment (for workflows that pre-authorize and capture later).
Refund Payment — Issue a full or partial refund on a completed payment.
Create Customer — Create a new Stripe customer record from your Otesse customer data.
Update Customer — Modify an existing Stripe customer's details.

Amount — The payment amount in cents. Use a variable chip to pull from an Invoice or Booking step.
Currency — Defaults to USD. Select a different currency if needed.
Customer — The Stripe customer ID or email. Use a variable chip from an upstream entity step.
Description — A note attached to the payment for your records.

Always test payment workflows using Stripe's test mode before going live.
Stripe credentials are managed dynamically through the ERP integrations settings — switching between test and live keys is handled there.
Use Condition steps after payment actions to handle success and failure differently.