Software founders with a partner program
The product page runs Tolt and the pricing page opens a Plandalf checkout. Each referred first purchase appears in Tolt with the plan's Stripe product, so the affiliate is credited on the right item.
Native integration
A Stripe sale that came through a Tolt referral link is registered in Tolt with the affiliate and recorded per product from the paid Plandalf invoice.
No credit card required. No coding required.
ToltPlandalf connects them with native Tolt steps, but only for first sales. Stripe takes the payment in a Plandalf checkout, and a sequence on Invoice Paid registers the customer with the referring partner and records the sale in Tolt. Renewals without the original referral details are skipped, and there is no refund step.
| Event | From and to | Through | What happens |
|---|---|---|---|
| Referral click | Tolt → Plandalf | Tolt's script on your site knows the affiliate. A plandalf configure snippet saves tolt_click_id, tolt_partner_id and tolt_program_id on the checkout when it opens, on every page that opens one. | |
| Invoice paid, customer | Plandalf (paid via Stripe) → Tolt | Native step | Find or Create Customer registers the buyer against the partner, using the Stripe customer ID as the external customer ID. With no partner ID on the checkout the step is skipped because there is nobody to credit. |
| Invoice paid, transactions | Plandalf (paid via Stripe) → Tolt | Native step | Create Transactions From Invoice sends one transaction per line item, each with its Stripe product ID. Tolt ignores a transaction it already has, so re-running the step is safe. |
| Subscription renewal | Plandalf (paid via Stripe) → Tolt | By hand | Every transaction goes to Tolt as a one-time payment, and a later invoice without the original referral details is skipped. Handle recurring commission in Tolt. |
| Invoice refunded | Stripe → Tolt | By hand | Plandalf has no Tolt refund step. Reverse the commission in Tolt itself. |
You need Tolt with an affiliate program and its tracking script on your site, and Plandalf products linked to Stripe products.
Tolt needs a Stripe product ID (prod_ followed by letters and numbers) for each item it records. Connect Stripe in Plandalf and make sure every product on the checkout is linked to its Stripe product, or the transaction step will report a missing ID.
In Tolt open Settings, then Integrations, and create an API key. Use the secret key, not the public pk_ key from your website script. Copy the Program ID, which starts with prg_, from your program's address bar.
In Plandalf go to Automation, then Marketplace, and click Connect on Tolt. Paste the API Key and Program ID, and add Own partner id if your own newsletter links go through a partner. Tolt cannot check a key in advance, so a wrong key only shows up when the first step runs.
Load Tolt's script and the Plandalf SDK, then add the plandalf configure snippet with the three tolt_ properties on every page that opens checkout. The sequence reads them as {{trigger.session_properties.tolt_click_id}} and {{trigger.session_properties.tolt_partner_id}}.
Under Automation, then Templates, use Record Tolt referral commission and pick your checkout, or build it with Plandalf and Invoice Paid. Tolt, Find or Create Customer takes {{trigger.customer_email}}, {{trigger.stripe_customer_id}}, the partner and click IDs. Then Create Transactions From Invoice takes {{trigger.invoice_id}} and the id output of the customer step.
Open a Tolt referral link in a private window, pay with a Stripe test card through the checkout, and check the sale and the partner in Tolt. Run on test purchases must be on for a test card to run the sequence, and the Tolt steps write to the account on your connection, so use a test partner.
The product page runs Tolt and the pricing page opens a Plandalf checkout. Each referred first purchase appears in Tolt with the plan's Stripe product, so the affiliate is credited on the right item.
A checkout selling a course and a template pack records one Tolt transaction for each item. The affiliate's commission rules in Tolt then apply per product rather than to one lump sum.
Keep Tolt as the system of record for partners and payouts while changing where people pay. Only the checkout changes, and the sequence reports the paid invoice back to Tolt.
prod_ ID stops the transaction step.id output of Find or Create Customer, not the trigger's customer ID.Checked October 26, 2026 against Plandalf's own setup guides.