Native integration

Stripe + Drip integration

A Stripe payment in a Plandalf checkout adds the buyer to Drip, tags them and records a purchase event that your Drip workflow starts from.

No credit card required. No coding required.

Does Stripe integrate with Drip?

Plandalf connects them with native Drip steps and no direct Stripe-to-Drip sync. Stripe takes the payment in a Plandalf checkout, then a sequence creates or updates the Drip subscriber, applies a tag and records a custom event that can carry the amount as revenue. Drip events such as a tag being applied can start Plandalf sequences.

What moves between Stripe and Drip

EventFrom and toThroughWhat happens
Checkout completed, tagPlandalf (paid via Stripe)DripNative stepApply Tag creates the subscriber if Drip does not have the email and creates any tag that is new, so you do not need a separate create step.
Checkout completed, purchase eventPlandalf (paid via Stripe)DripNative stepRecord Event sends a custom event such as Bought Retain Live ticket. A value property set to {{trigger.total}}, already in cents, counts the event as revenue in Drip. The sale does not appear as a Drip order.
Invoice paidPlandalf (paid via Stripe)DripNative stepRenewals and invoices you send also fire this, so Create or Update Subscriber can refresh a custom field each time. Blank values are skipped, which keeps an empty variable from wiping a field.
Invoice refundedStripeDripNative stepRemove Tag takes the purchase tag off after a full refund in Stripe. Skipped, not failed, when Drip has no subscriber with that email.
Tag applied, subscriber createdDripPlandalfNative stepPlandalf adds the webhook to your Drip account when you save the trigger. A tag such as Lead can start a sequence with Enroll in Promo, which gives that subscriber a countdown timer.

Tag Stripe buyers in Drip and start their workflow

You need a Stripe account, and a Drip user who can open both User Settings and the Account settings.

  1. Connect Stripe and publish the checkout

    Authorize your Stripe account in Plandalf, attach a Stripe-backed price to the offer for your product and publish it. Payments run through Stripe and settle in your Stripe account.

  2. Copy the Drip token and account ID

    In Drip open Settings, then User Settings, and copy the API Token from the User Info tab. Then open Settings, then Account, and copy the Account ID under General Info, which is a number and not the account name. The token belongs to your Drip user, so a new token stops the old one working.

  3. Connect Drip

    In Plandalf go to Automation, then Marketplace, and click Connect on Drip. Paste the API Token and Account ID. Plandalf loads the account to check both and shows Drip connected.

  4. Tag the buyer

    Create Ticket buyers to Drip under My Sequences, choose Plandalf, Checkout Completed and your checkout under Offer. Add Drip, Apply Tag with Email Address {{trigger.customer_email}}, a tag such as Retain Live 2027 and First Name {{trigger.customer_first_name}}.

  5. Record the purchase

    Add Drip, Record Event with the same email and Event Name Bought Retain Live ticket. Add the Event Properties product as {{trigger.line_items_summary}} and value as {{trigger.total}}.

  6. Start the workflow in Drip

    In Drip build a workflow that starts when a subscriber performs that custom event, spelled the same way, and add the emails. Then, in Plandalf, add Remove access on refund for the checkout and pick the tag in its Remove Tag step.

  7. Test with a Stripe test card

    Switch on Run on test purchases, pay through the test link with a Stripe test card, and watch the subscriber in Drip, then switch it off. A step test changes the real subscriber, so use your own email.

What sellers do with Stripe and Drip

Event and conference tickets

Ticket buyers get the year's tag, and the purchase event starts a Drip workflow with the schedule, travel and venue emails. Segmenting by tag later gives you last year's attendees for the next sale.

Digital product sellers who watch revenue in Drip

Adding the value property in cents means Drip counts revenue on each purchase event, even though Plandalf sends no Drip orders. Product name in the event properties lets you tell the products apart.

Lead tag to countdown offer

A Drip tag such as Lead starts a Plandalf sequence that enrolls the subscriber in a promo. When they buy, the Checkout Completed sequence tags them as a customer and the workflow for leads can stop.

Limits and gotchas

  • Purchases reach Drip as custom events, not orders or products. Plandalf has no Drip order API step, so segment on the event name, its properties and tags.
  • Drip matches workflow triggers on the exact event name. A different spelling in the Record Event step means the workflow never starts.
  • Removing the tag on refund does not undo a recorded event or its value. Plandalf has no step that deletes a Drip event, so revenue already recorded stays.
  • The API token belongs to your Drip user. Generating a new token breaks the connection until you paste the new one into the connection under My apps.
  • Drip allows 3,600 requests an hour per account and refuses two changes to the same subscriber at the same moment. Plandalf retries twice, then you re-run the step.
  • Plandalf has no subscription-cancelled trigger, so a cancelled plan keeps its tag until you remove it in Drip.

Stripe and Drip: common questions

Does Stripe integrate with Drip?
Through Plandalf. Stripe takes the payment in a Plandalf checkout and a sequence then tags the buyer in Drip and records a purchase event. For Drip's own ecommerce connections, check Drip's integrations list.
How do I connect Stripe to Drip?
Connect Stripe to Plandalf and publish a checkout, then connect Drip under Automation, then Marketplace, with your API token and account ID. A sequence that starts on Checkout Completed runs Apply Tag and Record Event.
How do I send Stripe sales to Drip as revenue?
Add a value event property set to {{trigger.total}} in the Record Event step. The total is already in cents, which is what Drip expects, and the sale appears as an event rather than as a Drip order.
Will a Stripe refund remove the buyer's tag in Drip?
Yes, once a full refund succeeds in Stripe, including from the Stripe dashboard. The Remove access on refund template runs Remove Tag for the tag you pick.

Feature detail