Automated Recurring Payments
Set up recurring payments for your subscription-based services in monday.com. Once a subscription is created or renewed in your board, Stripe automatically generates and sends the payment link, tracks payment status, and updates your board with payment confirmation, keeping everything organized without manual intervention.

Client Onboarding and Payment Setup
When a new client is won in monday.com, their details are automatically transferred to Stripe, and a customer profile is created. Products and services can be set up, followed by the automatic generation of an invoice and payment link, ensuring a smooth onboarding experience and faster payment collection.

Cross-Sell/Up-Sell Payment Creation
When an opportunity for cross-selling or up-selling arises within a project or deal board, the integration automatically creates new products in Stripe, generates invoices, and sends payment links to the client. This allows your team to efficiently process new purchases and track payments for additional services or products.

Invoice Tracking and Management
All invoices generated through Stripe are automatically synced with monday.com, where you can track the payment status (paid, pending, overdue) directly from your project boards. This provides clear visibility on financials and reduces the need to manually check payment status in multiple platforms.

Custom Payment Workflows for Projects
Create customized payment workflows for specific projects. For example, payments can be triggered when a certain project milestone or task is completed in monday.com. The integration ensures the customer is automatically invoiced, and payments are tracked as part of the project’s progress, all within your monday.com workflow.

Seamless Payment Link Generation
When a project or product is finalized in monday.com, Stripe automatically generates a payment link, which can be sent directly to the client for easy payment. This reduces friction in the payment process, ensuring faster transactions and improved cash flow.

Comprehensive Financial Reporting
The integration enables the automatic syncing of payment data from Stripe into monday.com, where you can generate financial reports, monitor cash flow, and gain real-time insights into revenue and expenses for each project or client.