Using the Stripe Action Templates

Back to Actions Integrations

Use prebuilt Stripe action templates to auto-create dialog tasks for managing customers, invoices, and payments.

To access templates:

1. Go to Automation AI > Use Cases > Dialogs and click Create a Dialog Task.

2. Under Integration, select Stripe.

   

3. If no integration is configured, click Explore Integrations to set one up. See Actions Overview.

   

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Supported Actions

Task	Description	Method
Create a Customer	Creates a customer in the Stripe system.	POST
List All Customers	Retrieves all customers from the Stripe system.	GET
Create Invoice	Creates a new invoice in the system.	POST
List All Invoices	Retrieves all invoices in the Stripe system.	GET
Create a Payment Intent	Creates a payment intent in the Stripe system.	POST

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Create a Customer

1. Install the template from Stripe Action Templates.

2. The Create a Customer dialog task is added with the following components:

   

   • createCustomer – User intent to create a customer.

   • name, email, phone – Entity nodes for customer details.

   • createCustomerService – Bot action service to create a customer. Click Edit Request:

     

     Sample Response:

     {
       "id": "cus_N42Fu5I7t3dDyu",
       "object": "customer",
       "email": "[e-mail]",
       "name": "Alan Walker",
       "phone": "7000028162",
       "livemode": false
     }
     

   • createCustomerMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test:

   

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List All Customers

1. Install the template from Stripe Action Templates.

2. The List All Customers dialog task is added with the following components:

   

   • listAllCustomers – User intent to view all customers.

   • listAllCustomersService – Bot action service to fetch all customers. Click Edit Request:

     

     Click +Add Response for sample responses.

   • listAllCustomersMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test:

   

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Create an Invoice

1. Install the template from Stripe Action Templates.

2. The Create an Invoice dialog task is added with the following components:

   

   • createInvoice – User intent to create an invoice.

   • name, email, phone, dueDate, productName, productQuantity, unitAmount – Entity nodes for invoice details.

   • createInvoiceScript – Bot action service to prepare invoice data.

     

   • createInvoiceService – Bot action service to create an invoice. Click Edit Request:

     

     Sample Request:

     customer: cus_N42Fu5I7t3dDyu
     collection_method: send_invoice
     due_date: 1704067199
     

   • createInvoiceItemService – Bot action service to create an invoice item.

   • createInvoiceMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test:

   

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List All Invoices

1. Install the template from Stripe Action Templates.

2. The List All Invoices dialog task is added with the following components:

   

   • listAllInvoices – User intent to list all invoices.

   • listAllInvoicesService – Bot action service to fetch all invoices. Click +Add Response:

     

   • listAllInvoicesMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test and follow prompts to view all invoices.

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Create a Payment Intent

1. Install the template from Stripe Action Templates.

2. The Create a Payment Intent dialog task is added with the following components:

   

   • createPaymentIntent – User intent to make payments.

   • currency, amount, customer – Entity nodes for payment details.

   • createPaymentIntentService – Bot action service to create a payment intent. Click Edit Request:

     

   • createPaymentIntentMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test: