Connect Bitrix24 with Stripe
Connect Bitrix24 with Stripe to scale and automate your operations.
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Automate Bitrix24 and Stripe with Pluga integrations
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Bitrix24 and Stripe
your way
Check out the available triggers and actions in the automation of apps Bitrix24 + Stripe
Deal created
For each deal created on Bitrix24
Deal items
Deal: ID
Deal: Name
Deal: Closing probability (formatted as %)
Deal: Currency
Negócio: Valor
Deal: Manually added
Deal: Fees
Deal: Start date
Deal: Creation date
Deal: Source ID
Deal: Source details
Deal: UTM source
Deal: UTM medium
Deal: UTM campaign
Deal: UTM content
Deal: UTM term
Deal: Pipeline
Deal: Stage
Deal: Modify by
Deal: Created by
Deal: Responsible Person
Contact: ID
Contact: Position
Contact: Comments
Contact: First name
Contact: Second name
Contact: Last name
Contact: Source
Contact: Day of Birth
Contact address: Street
Contact address: Additional info
Contact address: City
Contact address: Postal Code
Contact address: Neighborhood
Contact address: State
Contact address: Country
Contact Delivery address: Street
Contact Delivery address: Aditional info
Contact Delivery address: City
Contact Delivery address: Postal Code
Contact Delivery address: Neighborhood
Contact Delivery address: State
Contact Delivery address: Country
Contact: E-mail
Contact: Phone
Contact: Website
Contact: Modify by
Contact: Created by
Contact: Responsible Person
Company: Type
Company: Name
Company: Comments
Company address: Street
Company address: Aditional Info
Empresa endereço: Cidade
Company address: Postal Code
Company address: Neighborhood
Company address: State
Company address: Country
Company delivery address: Street
Company delivery address: Aditional Info
Company delivery address: City
Company delivery address: Postal Code
Company delivery address: Neighborhood
Company delivery address: State
Company delivery address: Country
Company: E-mail
Company: Phone
Company: Website
Company: Modify by
Company: Created by
Company: Responsible Person
Products: Product summary (Title x Quantity). Separated by commas.
Products: Product summary (Title - Price x Quantity). Separated by commas.
Deal Won
For each deal won on Bitrix24
Deal items
Deal: ID
Deal: Name
Deal: Closing probability (formatted as %)
Deal: Currency
Deal: Amount
Deal: Manually added
Deal: Fees
Deal: Start date
Deal: Creation date
Deal: Source ID
Deal: Source details
Deal: UTM source
Deal: UTM medium
Deal: UTM campaign
Deal: UTM content
Deal: UTM term
Deal: Pipeline
Deal: Stage
Deal: Modify by
Deal: Created by
Deal: Responsible Person
Contact: ID
Contact: Position
Contact: Comments
Contact: First name
Contact: Second name
Contact: Last name
Contact: Source
Contact: Day of Birth
Contact address: Street
Contact address: Additional info
Contact address: City
Contact address: Postal Code
Contact address: Neighborhood
Contact address: State
Contact address: Country
Contact Delivery address: Street
Contact Delivery address: Aditional info
Contact Delivery address: City
Contact Delivery address: Postal Code
Contact Delivery address: Neighborhood
Contact Delivery address: State
Contact Delivery address: Country
Contact: E-mail
Contact: Phone
Contact: Website
Contact: Modify by
Contact: Created by
Contact: Responsible Person
Company: Type
Company: Name
Company: Comments
Company address: Street
Company address: Aditional Info
Company address: City
Company address: Postal Code
Company address: Neighborhood
Company address: State
Company address: Country
Company delivery address: Street
Company delivery address: Aditional Info
Company delivery address: City
Company delivery address: Postal Code
Company delivery address: Neighborhood
Company delivery address: State
Company delivery address: Country
Company: E-mail
Company: Phone
Company: Website
Company: Modify by
Company: Created by
Company: Responsible Person
Products: Product summary (Title x Quantity). Separated by commas.
Products: Product summary (Title - Price x Quantity). Separated by commas.
Deal: Last updated date
Deal: Close date
Created subscription
For each created subscription on Stripe
Subscription ID
Billing Method
Subscription creation date
End of current period
Start of current period
customer code
customer: balance
customer: balance
customer: balance
customer: creation date
customer: description
customer: email
customer: CPF/CNPJ
customer: Document
customer: name
Standard payment method
Standard subscription fees
Discount Coupon: Application Date
Discount Coupon: Deadline
Discount Coupon: ID
Discount Coupon: Absolute Amount
Discount Coupon: Absolute Amount
Discount Coupon: Absolute Amount
Discount Coupon: Creation Date
Discount Coupon: Name
Discount Coupon: Pencentual Amount
Subscription end date
End of subscription trial period
Start of subscription trial period
Last Invoice: ID
Last Invoice: Billing Method
Last Invoice: Description
Last Invoice: Items
Invoice: Account Name
Last Invoice: Account Country
Last Invoice: Total Amount
Last Invoice: Total Amount
Last Invoice: Total Amount
Last Invoice: Amount Paid
Last Invoice: Amount Paid
Last Invoice: Amount Paid
Last Invoice: Remaining Amount
Last Invoice: Remaining Amount
Última Fatura: Endereço do cliente - Cidade
Última Fatura: Endereço do cliente - País
Última Fatura: Endereço do cliente - linha 1
Última Fatura: Endereço do cliente - linha 2
Última Fatura: Endereço do cliente - Código postal
Última Fatura: Endereço do cliente - Cidade
Última Fatura: E-mail do cliente
Última Fatura: Nome do cliente
Última Fatura: Telefone do cliente
Last Invoice: Creation Date
Last Invoice: Due Date
Last Invoice: Subtotal
Last Invoice: Subtotal
Last Invoice: Subtotal
Last Invoice: Fees
Last Invoice: Discount
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Nome do plano da assinatura
Subscription status
Refunded payment
For each refunded payment on Stripe
transaction id
amount in cents
amount in Reais
amount formatted in R$
amount returned in cents
original currency amount converted to standard currency (in cents)
original currency amount converted to standard currency
fee amount in cents
fee amount in R$
net amount of original currency converted to standard currency (in cents)
net amount of original currency converted to standard currency
Exchange rate from the original currency value to the default currency value
captured transaction status
creation date (formatted - DD/MM/YYYY H:M:S)
creation date (formatted as year-month-day)
transaction description
transaction failure code
transaction failure message
código do invoice
Value in cents of the invoice before discounts.
Value in BRL of the invoice before discounts.
Total in cents after discounts and taxes.
Total in BRL after discounts and taxes.
The amount of tax on this invoice in cents
The amount of tax on this invoice in BRL
The aggregate amounts calculated per discount across all line items in cents
The aggregate amounts calculated per discount across all line items in cents
Resume of invoice items in the format: Unit value in cents
Resume of invoice items in the format: Unit value in BRL
Resume of invoice items in the format: Product ID
Resume of invoice items in the format: Item nickname
Line items descriptions (separated by commas)
Invoice plans
Invoice number
Invoice customer name
Invoice customer e-mail
invoice due date (formatted as DD/MM/YYYY H:M:S)
invoice due date (formatted as year-month-day)
Hosted invoice URL
paid transaction status
extorted transaction code
payment status
customer id
customer: name
customer: balance
customer: creation date
customer: creation date (formatted as year-month-day)
customer: description
customer: email
customer: CPF/CNPJ
customer: Document
Shipping: customer's name
Shipping: customer's phone
Delivery address: city
Delivery address: country
Delivery address: street
Delivery address: complement
Delivery address: Zip Code
Delivery address: state
Billing address: city
Billing address: country
Billing address: street
Billing address: add-on
Billing address: Zip Code
Billing address: state
Customer name on billing
Billing address: email
receipt: email
Payment method type
Payment intention: Customer emails
Payment Intent: Customer Names
Payment intention: Customer phone numbers
Statement description
Checkout session: ID
Checkout session: URL de sucesso
Checkout session: success URL - UTM source
Checkout session: success URL - UTM content
Checkout session: success URL - UTM medium
Checkout session: success URL - UTM term
Checkout session: success URL - UTM campaign
Checkout session: subscription plan name
Checkout session: item names (comma-separated)
Checkout session: item codes (comma-separated)
Checkout session: amount (comma-separated)
Checkout session: amount in reais (comma-separated)
Deal Lost
For each deal lost on Bitrix24
Deal items
Deal: ID
Deal: Name
Deal: Closing probability (formatted as %)
Deal: Currency
Deal: Amount
Deal: Manually added
Deal: Fees
Deal: Start date
Deal: Creation date
Deal: Source ID
Deal: Source details
Deal: UTM source
Deal: UTM medium
Deal: UTM campaign
Deal: UTM content
Deal: UTM term
Deal: Pipeline
Deal: Stage
Deal: Modify by
Deal: Created by
Deal: Responsible Person
Contact: ID
Contact: Position
Contact: Comments
Contact: First name
Contact: Second name
Contact: Last name
Contact: Source
Contact: Day of Birth
Contact address: Street
Contact address: Additional info
Contact address: City
Contact address: Postal Code
Contact address: Neighborhood
Contact address: State
Contact address: Country
Contact Delivery address: Street
Contact Delivery address: Aditional info
Contact Delivery address: City
Contact Delivery address: Postal Code
Contact Delivery address: Neighborhood
Contact Delivery address: State
Contact Delivery address: Country
Contact: E-mail
Contact: Phone
Contact: Website
Contact: Modify by
Contact: Created by
Contact: Responsible Person
Company: Type
Company: Name
Company: Comments
Company address: Street
Company address: Aditional Info
Company address: City
Company address: Postal Code
Company address: Neighborhood
Company address: State
Company address: Country
Company delivery address: Street
Company delivery address: Aditional Info
Company delivery address: City
Company delivery address: Postal Code
Company delivery address: Neighborhood
Company delivery address: State
Company delivery address: Country
Company: E-mail
Company: Phone
Company: Website
Company: Modify by
Company: Created by
Company: Responsible Person
Products: Product summary (Title x Quantity). Separated by commas.
Products: Product summary (Title - Price x Quantity). Separated by commas.
Deal: Last updated date
Deal: Close date
Active subscription
For each active subscription on Stripe
Subscription ID
Billing Method
Subscription creation date
End of current period
Start of current period
customer code
customer: balance
customer: balance
customer: balance
customer: creation date
customer: description
customer: email
customer: CPF/CNPJ
customer: Document
customer: name
Standard payment method
Standard subscription fees
Discount Coupon: Application Date
Discount Coupon: Deadline
Discount Coupon: ID
Discount Coupon: Absolute Amount
Discount Coupon: Absolute Amount
Discount Coupon: Absolute Amount
Discount Coupon: Creation Date
Discount Coupon: Name
Discount Coupon: Pencentual Amount
Subscription end date
End of subscription trial period
Start of subscription trial period
Last Invoice: ID
Last Invoice: Billing Method
Last Invoice: Description
Last Invoice: Items
Invoice: Account Name
Last Invoice: Account Country
Last Invoice: Total Amount
Last Invoice: Total Amount
Last Invoice: Total Amount
Last Invoice: Amount Paid
Last Invoice: Amount Paid
Last Invoice: Amount Paid
Last Invoice: Remaining Amount
Last Invoice: Remaining Amount
Última Fatura: Endereço do cliente - Cidade
Última Fatura: Endereço do cliente - País
Última Fatura: Endereço do cliente - linha 1
Última Fatura: Endereço do cliente - linha 2
Última Fatura: Endereço do cliente - Código postal
Última Fatura: Endereço do cliente - Cidade
Última Fatura: E-mail do cliente
Última Fatura: Nome do cliente
Última Fatura: Telefone do cliente
Last Invoice: Creation Date
Last Invoice: Due Date
Last Invoice: Subtotal
Last Invoice: Subtotal
Last Invoice: Subtotal
Last Invoice: Fees
Last Invoice: Discount
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Approved payment
For each approved payment on Stripe
transaction id
amount in cents
original amount in decimal
amount formatted in R$
amount returned in cents
original currency amount converted to standard currency (in cents)
original currency amount converted to standard currency
fee amount in cents
fee amount in R$
net amount of original currency converted to standard currency (in cents)
net amount of original currency converted to standard currency
Exchange rate from the original currency value to the default currency value
captured transaction status
creation date (formatted - DD/MM/YYYY H:M:S)
creation date (formatted as year-month-day)
transaction description
transaction failure code
transaction failure message
Id do invoice
Value in cents of the invoice before discounts.
Value in BRL of the invoice before discounts.
Total in cents after discounts and taxes.
Total in BRL after discounts and taxes.
The amount of tax on this invoice in cents
The amount of tax on this invoice in BRL
Line items discount (cents)
Line items discount (with decimals)
Resume of invoice items in the format: Unit value in cents
Resume of invoice items in the format: Unit value in BRL
Resume of invoice items in the format: Product ID
Resume of invoice items in the format: Item nickname
Line items descriptions (separated by commas)
Invoice plans
Invoice number
Invoice customer name
Invoice customer e-mail
invoice due date (formatted as DD/MM/YYYY H:M:S)
invoice due date (formatted as year-month-day)
Hosted invoice URL
paid transaction status
extorted transaction code
payment status
customer code
customer: name
customer: balance
customer: creation date
customer: creation date (formatted as year-month-day)
customer: description
customer: email
customer: CPF/CNPJ
customer: Document
Shipping: customer's name
Shipping: customer's phone
Delivery address: city
Delivery address: country
Delivery address: street
Delivery address: complement
Delivery address: Zip Code
Delivery address: state
Billing address: city
Billing address: country
Billing address: street
Billing address: add-on
Billing address: Zip Code
Billing address: state
Customer name on billing
Billing address: email
receipt: email
Payment method type
Payment intent: Customer emails
Payment Intent: Customer Names
Payment intention: Customer phone numbers
Statement description
Checkout session: ID
Checkout session: success URL
Checkout session: success URL - UTM source
Checkout session: success URL - UTM content
Checkout session: success URL - UTM medium
Checkout session: success URL - UTM term
Checkout session: success URL - UTM campaign
Checkout session: subscription plan name
Checkout session: item names (comma-separated)
Checkout session: item codes (comma-separated)
Checkout session: amount (comma-separated)
Checkout session: amount in reais (comma-separated)
Funds availability date (formatted - DD/MM/YYYY H:M:S)
Receipt Number
Checkout session items
Invoice captured
Invoice captured in Stripe
Invoice ID
Invoice number
Invoice status
Customer ID
Customer name
Customer email
Amount due (cents)
Amount paid (cents)
Currency
Hosted invoice URL
Invoice PDF URL
Created at
Due date
Live mode
Collection method
Deal moved to specific stage in the pipeline
For each deal moved to a certain stage in the Bitrix24 pipeline
Deal items
Deal: ID
Deal: Name
Deal: Closing probability (formatted as %)
Deal: Currency
Deal: Amount
Deal: Manually added
Deal: Fees
Deal: Start date
Deal: Creation date
Deal: Source ID
Deal: Source details
Deal: UTM source
Deal: UTM medium
Deal: UTM campaign
Deal: UTM content
Deal: UTM term
Deal: Pipeline
Deal: Stage
Deal: Modify by
Deal: Created by
Deal: Responsible Person
Contact: ID
Contact: Position
Contact: Comments
Contact: First name
Contact: Second name
Contact: Last name
Contact: Source
Contact: Day of Birth
Company delivery address: Counry
Contact address: Additional info
Contact address: City
Contact address: Postal Code
Contact address: Neighborhood
Contact address: State
Contact address: Country
Contact Delivery address: Street
Contact Delivery address: Aditional info
Contact Delivery address: City
Contact Delivery address: Postal Code
Contact Delivery address: Neighborhood
Contact Delivery address: State
Contact Delivery address: Country
Contact: E-mail
Contact: Phone
Contact: Website
Contact: Modify by
Contact: Created by
Contact: Responsible Person
Company: Type
Company: Name
Company: Comments
Company address: Street
Company address: Aditional Info
Company address: City
Company address: Postal Code
Company address: Neighborhood
Company address: State
Company address: Country
Company delivery address: Street
Company delivery address: Aditional Info
Company delivery address: City
Company delivery address: Postal Code
Company delivery address: Neighborhood
Company delivery address: State
Company delivery address: Country
Company: E-mail
Company: Phone
Company: Website
Company: Modify by
Company: Created by
Company: Responsible Person
Products: Product summary (Title x Quantity). Separated by commas.
Products: Product summary (Title - Price x Quantity). Separated by commas.
Deal: Last updated date
Cancelled subscription
For each cancelled subscription on Stripe
Subscription ID
Billing Method
Subscription creation date
End of current period
Start of current period
customer code
customer: balance
customer: balance
customer: balance
customer: creation date
customer: description
customer: email
customer: CPF/CNPJ
customer: Document
customer: name
Standard payment method
Standard subscription fees
Discount Coupon: Application Date
Discount Coupon: Deadline
Discount Coupon: ID
Discount Coupon: Absolute Amount
Discount Coupon: Absolute Amount
Discount Coupon: Absolute Amount
Discount Coupon: Creation Date
Discount Coupon: Name
Discount Coupon: Pencentual Amount
Subscription end date
End of subscription trial period
Start of subscription trial period
Last Invoice: ID
Last Invoice: Billing Method
Last Invoice: Description
Last Invoice: Items
Invoice: Account Name
Last Invoice: Account Country
Last Invoice: Total Amount
Last Invoice: Total Amount
Last Invoice: Total Amount
Last Invoice: Amount Paid
Last Invoice: Amount Paid
Last Invoice: Amount Paid
Last Invoice: Remaining Amount
Last Invoice: Remaining Amount
Última Fatura: Endereço do cliente - Cidade
Última Fatura: Endereço do cliente - País
Última Fatura: Endereço do cliente - linha 1
Última Fatura: Endereço do cliente - linha 2
Última Fatura: Endereço do cliente - Código postal
Última Fatura: Endereço do cliente - Cidade
Última Fatura: E-mail do cliente
Última Fatura: Nome do cliente
Última Fatura: Telefone do cliente
Last Invoice: Creation Date
Last Invoice: Due Date
Last Invoice: Subtotal
Last Invoice: Subtotal
Last Invoice: Subtotal
Last Invoice: Fees
Last Invoice: Discount
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Last Invoice: Total
Data do agendamento do cancelamento
Cancellation date
Declined payment
For each declined payment on Stripe
transaction id
amount in cents
amount in Reais
amount formatted in R$
amount returned in cents
original currency amount converted to standard currency (in cents)
original currency amount converted to standard currency
fee amount in cents
fee amount in R$
net amount of original currency converted to standard currency (in cents)
net amount of original currency converted to standard currency
Exchange rate from the original currency value to the default currency value
captured transaction status
creation date (formatted - DD/MM/YYYY H:M:S)
creation date (formatted as year-month-day)
transaction description
transaction failure code
transaction failure message
código do invoice
Value in cents of the invoice before discounts.
Value in BRL of the invoice before discounts.
Total in cents after discounts and taxes.
Total in BRL after discounts and taxes.
The amount of tax on this invoice in cents
The amount of tax on this invoice in BRL
The aggregate amounts calculated per discount across all line items in cents
The aggregate amounts calculated per discount across all line items in cents
Resume of invoice items in the format: Unit value in cents
Resume of invoice items in the format: Unit value in BRL
Resume of invoice items in the format: Product ID
Resume of invoice items in the format: Item nickname
Line items descriptions (separated by commas)
Invoice plans
Invoice number
Invoice customer name
Invoice customer e-mail
invoice due date (formatted as DD/MM/YYYY H:M:S)
invoice due date (formatted as year-month-day)
Hosted invoice URL
paid transaction status
extorted transaction code
payment status
customer code
customer: name
customer: balance
customer: creation date
customer: creation date (formatted as year-month-day)
customer: description
customer: email
customer: CPF/CNPJ
customer: Document
Shipping: customer's name
Shipping: customer's phone
Delivery address: city
Delivery address: country
Delivery address: street
Delivery address: complement
Delivery address: Zip Code
Delivery address: state
Billing address: city
Billing address: country
Billing address: street
Billing address: add-on
Billing address: Zip Code
Billing address: state
Customer name on billing
Billing address: email
receipt: email
Payment method type
Payment intention: Customer emails
Payment Intent: Customer Names
Payment intention: Customer phone numbers
Statement description
Checkout session: ID
Checkout session: URL de sucesso
Checkout session: success URL - UTM source
Checkout session: success URL - UTM content
Checkout session: success URL - UTM medium
Checkout session: success URL - UTM term
Checkout session: success URL - UTM campaign
Checkout session: subscription plan name
Checkout session: item names (comma-separated)
Checkout session: item codes (comma-separated)
Checkout session: amount (comma-separated)
Checkout session: amount in reais (comma-separated)
Funds availability date (formatted - DD/MM/YYYY H:M:S)
Receipt Number
Create/update deal
Create or update a deal on Bitrix24
Distribute new deals
Sales reps
Owner
Deal: Title Required
Deal: Currency
Deal: Value
Contact: Name
Contact: E-mail
Contact: Phone
Contact owner selection
Contact: Owner
Contact: Owner e-mail address
Company: Name
Company: E-mail
Company: Phone
Product: Name
Product: Price
Product: Quantity
Deal: Close Date
Deal: Comments
Deal: Type
Contact: Source description
Deal: Birth Date
Contact: Position
Contact: Cellphone
Contact: Website
Contact: Comments
Company: Annual Revenue
Company: Website
Company: Address
Company delivery address: Aditional Info
Company: State
Company: Zip/Postal code
Company: City
Company: Neighborhood
Company: Country
Company: Comments
Create/update deal (multiple items)
Create/update a deal on Bitrix24 (multiple items)
Distribuir novos negócios
Selecionar vendedores
Deal: Assigned Person
Deal: Title Required
Deal: Currency
Deal: Value
Contact: Name
Contact: E-mail
Contact: Phone
Contact owner selection
Contact: Owner
Contact: Owner e-mail address
Company: Name
Company: E-mail
Company: Phone
Deal products
Deal: Close Date
Deal: Comments
Deal: Type
Contact: Source description
Deal: Birth Date
Contact: Post
Contact: Cellphone
Contact: Website
Contact: Comments
Company: Annual Revenue
Company: Website
Company Address: Address
Company Address: Address 2
Company Address: Province
Company Address: Postal Code
Company Address: City
Company Address: Region
Company Address: Country
Company: Comments
Generate a billing
Generate a billing on Stripe
Product or service name Required
Charge amount Required
Currency Required
Customer email
Boost this flow in your workflow
With Pluga, you connect Bitrix24 + Stripe to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "For each deal lost on Bitrix24".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Stripe and what Pluga should run automatically at each step. Example: "Generate a billing on Stripe"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
Bitrix24
CRMConnect Bitrix24 to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
Stripe
PaymentConnect Stripe to 133+ apps with Pluga and turn your work into a productive machine. Generate invoices as soon as a deal closes and automate what happens with payment data: notify the customer, settle it in your finance app and log it in your CRM. You can also push sales records out to keep cash flow dashboards always up to date.
