Stripe Integration | Help Center

To connect this integration you will require a Stripe Secret Key. Please see Stripe Documentation to find this key. You may require access from your Stripe Admin to obtain this key.

What is the Stripe Tool?

The Stripe tool is a feature-rich integration provided that allows users to connect and interact directly with Stripe.

How and What Can a User Access?

Each user on the Hatz platform is required to connect to a Stripe API Key to gain access to the Stripe Integration.

It’s important to note that the Hatz Stripe integration will never exceed the access levels granted via the secret key within Stripe, guaranteeing alignment with the platform’s governance policies. As a result, outcomes and available features may vary depending on each user’s specific permissions and authenticated access.

Please read more about accessing the API Key and capabilities and data shared with Hatz here. https://support.stripe.com/questions/what-are-stripe-api-keys-and-how-to-find-them

Features of the Stripe Integration Tool

1. Seamless Customer Management

Create, fetch, or update customers in Stripe directly from Hatz AI.
Manage and sync customer details across platforms with built-in automation powered by Hatz AI.

2. Advanced Subscription Management

Effortlessly create, monitor, and optimize subscriptions stored in Stripe.
Automate subscription updates and data syncing.

3. Payment Management at Scale

Easily manage all your customer payments.
- Add, update, and review payment methods from within the Hatz platform.

4. Product and Price Management

Create and update products and prices in Stripe with ease.
Use AI-driven insights to analyze opportunity trends, forecast revenues, and optimize deal conversions.

5. Refunds and Charges

Add and retrieve notes to enrich Stripe records with essential information.
Automate notes generation based on customer interactions using Hatz AI's language processing capabilities.

Stripe & Hatz AI: Use Case List

This list outlines practical applications of the Hatz AI and Stripe integration. It is categorized by the core features available through the tool, providing examples of direct Chat Prompts for quick, ad-hoc tasks and Workflows for building structured, repeatable automations.

1. Customer Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Instant Customer Creation	Create a new customer record in Stripe from a conversation or note, without opening the Stripe dashboard.	`Create a new Stripe customer. Name: 'Apex Digital', Email: '[email protected]'.`	New Client Onboarding Workflow: 1. Prompts user for the new client's company name and email address. 2. Creates the Customer record in Stripe. 3. Adds a note to the new customer's metadata: "Onboarded via Hatz AI." 4. Confirms the new Stripe Customer ID back to the user.
Customer Data Retrieval	Quickly pull up a customer's details, such as their email, ID, or any stored description.	`Fetch the details for the Stripe customer with the email '[email protected]'.`	Customer Health Check Workflow: 1. User provides a customer email. 2. The workflow fetches the customer's details, active subscriptions, and date of their last successful payment. 3. Hatz AI generates a one-paragraph summary of the customer's status. 4. Presents the consolidated summary to the user.
Update Customer Details	Update a customer's information on the fly, such as their primary email or contact name.	`Update the description for customer 'cus_12345' to 'Primary contact is Sarah Chen'.`	Bulk Data Update Workflow: 1. User provides a list of customer emails and their updated information (e.g., new contact names). 2. The workflow iterates through the list, updating the description or metadata for each corresponding customer record in Stripe.

2. Subscription Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Subscription Status Check	Get a quick overview of a specific subscription, including its status, current period, and monthly cost.	`What is the status of the subscription 'sub_ABCDE'?`	At-Risk Subscription Finder Workflow: 1. Runs a query to find all subscriptions with a status of 'past_due' or 'unpaid'. 2. Retrieves the customer details for each identified subscription. 3. Hatz AI generates a prioritized list for the user to follow up on.
Create Customer	Establish a new customer record in Stripe with contact information and billing details.	`Create subscription for customer cus_QCk2oHV1G4upEN with "Hatz AI Starter Package" at quantity 2, including 365-day trial.`	Customer Onboarding Workflow: 1. Collect customer name, email, and optional address/phone details. 2. Use Stripe Create Customer tool with provided information. 3. Store returned customer ID (e.g., `cus_abc123`) for future billing operations.
Create Subscription	Set up recurring billing for a customer with specified products, pricing, and trial periods.	`Create subscription for customer cus_123 with "Hatz AI Starter Package" at quantity 2, including 365-day trial.`	Subscription Setup Workflow: 1. Gather customer ID, price ID, quantity, and trial requirements. 2. Configure automatic tax settings and billing method. 3. Use Stripe Create Subscription tool to establish recurring billing. 4. Confirm subscription details and billing schedule.
Update Subscription	Modify existing subscription parameters such as quantity, pricing, payment methods, or billing cycles.	`Update subscription sub_123abc to change quantity from 2 to 5 units.`	Subscription Modification Workflow: 1. Identify subscription ID and specific changes needed. 2. Prepare update parameters (items, billing, payment settings). 3. Use Stripe Update Subscription tool with modified configurations. 4. Handle prorations and billing adjustments automatically.
Cancel Subscription	Terminate active recurring billing, either immediately or at the end of current billing period.	`Cancel subscription sub_1abc1238O immediately upon customer request.`	Subscription Termination Workflow: 1. Obtain subscription ID from customer request. 2. Choose cancellation timing (immediate vs. period end). 3. Use Stripe Cancel Subscription tool with cancellation preferences. 4. Document final billing status and customer access period.

3. Product & Price Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Quick Product Creation	Add a new product or service to your Stripe account so you can start selling it immediately.	`Create a new product in Stripe named 'Annual Consulting Retainer'.`	New Product Launch Workflow: 1. Prompts user for a Product Name and Description. 2. Asks for the price, currency (e.g., USD), and billing interval (monthly, yearly, or one-time). 3. Creates the Product and its associated Price in Stripe. 4. Returns the new Price ID for use in subscriptions.
Update Product Information	Easily modify the details of an existing product, such as its name or description.	`Update the name of product 'prod_12345' to 'Premium Annual Consulting Retainer'.`	Product Catalog Refresh Workflow: 1. User provides a list of product IDs and their updated names or descriptions. 2. The workflow iterates through the list, updating each product record in Stripe.

4. Payment, Refund & Charge Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Check Payment Status	Look up a specific payment to see if it was successful, failed, or is still pending.	`What is the status of charge 'ch_XYZ123'?`	Daily Failed Payments Review: 1. Runs a query to find all failed charges from the last 24 hours. 2. For each failed charge, it retrieves the customer email and the failure reason from Stripe. 3. Presents a consolidated list to the user for manual follow-up.
Issue a Refund	Process a full or partial refund for a specific transaction without navigating the Stripe UI.	`Issue a full refund for charge 'ch_XYZ123'. Reason: 'Product not as described'.`	Guided Refund Workflow: 1. Prompts the user for a customer email. 2. Retrieves the 5 most recent charges for that customer. 3. User selects the charge to refund and specifies the amount (or 'full'). 4. Processes the refund in Stripe and confirms completion.