How to connect Instantly and Stripe
Create a New Scenario to Connect Instantly and Stripe
In the workspace, click the โCreate New Scenarioโ button.

Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Stripe will be your first step. To do this, click "Choose an app," find Instantly or Stripe, and select the appropriate trigger to start the scenario.

Add the Instantly Node
Select the Instantly node from the app selection panel on the right.

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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Stripe Node
Next, click the plus (+) icon on the Instantly node, select Stripe from the list of available apps, and choose the action you need from the list of nodes within Stripe.

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Authenticate Stripe
Now, click the Stripe node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Stripe settings. Authentication allows you to use Stripe through Latenode.
Configure the Instantly and Stripe Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Instantly and Stripe Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that donโt require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Save and Activate the Scenario
After configuring Instantly, Stripe, and any additional nodes, donโt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking โRun onceโ and triggering an event to check if the Instantly and Stripe integration works as expected. Depending on your setup, data should flow between Instantly and Stripe (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Stripe
Instantly + Stripe + Slack: When a new lead is created in Instantly, and they subsequently subscribe via Stripe, a notification is sent to a dedicated Slack channel informing the sales team about the new customer.
Instantly + Stripe + Google Sheets: Tracks ROI by logging successful Stripe payments associated with leads generated through Instantly campaigns into a Google Sheet. This allows for easy monitoring and analysis of campaign performance.
Instantly and Stripe integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic โ all without per-step pricing limits.
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About Stripe
Automate Stripe within Latenode to handle payments, subscriptions, and refunds inside your workflows. Trigger actions in other apps based on Stripe events. Manage billing cycles, send invoices, or update databases automatically. Integrate payment data with your CRM, accounting software, and more, using Latenode's flexible, no-code visual editor.
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See how Latenode works
FAQ Instantly and Stripe
How can I connect my Instantly account to Stripe using Latenode?
To connect your Instantly account to Stripe on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Stripe accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically charge customers after Instantly lead qualification?
Yes, you can! Latenode allows triggering Stripe charges based on Instantly lead status. Automate payments from qualified leads and streamline sales using our visual editor and advanced logic.
What types of tasks can I perform by integrating Instantly with Stripe?
Integrating Instantly with Stripe allows you to perform various tasks, including:
- Automatically create Stripe customers from new Instantly leads.
- Trigger invoices in Stripe when a lead reaches a specific Instantly stage.
- Update Stripe customer data based on Instantly profile changes.
- Send payment reminders via Instantly based on Stripe invoice due dates.
- Log successful Stripe payments in Instantly for better lead tracking.
Can I use JavaScript to customize my Instantly + Stripe integration?
Yes! Latenode supports custom JavaScript code. Enhance your Instantly and Stripe integration with custom functions and data transformations, exceeding basic automation.
Are there any limitations to the Instantly and Stripe integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript for advanced transformations.
- Historical Instantly data prior to integration setup is not automatically synced to Stripe.
- Stripe plan changes are not automatically reflected in Instantly without custom logic.