A Stripe shared inbox integration with subscriptions and invoices on each thread
Sektra connects to Stripe so that a billing question can be answered from the shared inbox. When a customer writes in, their Stripe record opens on the thread with their subscriptions and recent invoices, including what is unpaid and when a plan renews. It is aimed at support and finance teams at subscription businesses that field questions about charges, renewals and invoices.
What Sektra does with Stripe
What the Stripe card shows for a customer
The Apps button on a conversation opens a Stripe card for the customer whose email address matches the sender. It shows their name, phone and the date they became a customer, and it flags a customer who has an unpaid invoice. An account credit or a balance due is shown as an amount when there is one.
Subscriptions with price and renewal date
Each subscription appears with its product name, status and price per billing period, shown as the total when the customer pays for more than one unit. The card also gives the date that matters next, which is the renewal date for an active plan, the end of a trial, or the day a cancellation takes effect. Up to five subscriptions are listed, including ones that have already ended.
Recent invoices with status and a link
The five most recent invoices are listed by invoice number with their status and amount. An open invoice shows the amount still due and its due date, and a paid one shows the total. Each invoice links to its hosted page on Stripe, which is the same page a customer uses to view or pay it.
The assistant can answer billing questions from Stripe
The assistant, Sektra's built-in AI for questions and drafts, can read the same Stripe record. Ask it which plan a customer is on or whether their last invoice was paid, and it answers from Stripe and says where the answer came from. It can also find a customer by name or email, and like the card it only reads.
Read-only access that you can withdraw
Sektra is approved for read-only access on Stripe's own sign-in screen. With that access it cannot create a charge, issue a refund, or change a customer, subscription or invoice. Disconnecting in Sektra also asks Stripe to withdraw the access, and it can be removed from the Stripe dashboard at any time.
How to connect Stripe
- 1
Open Integrations in Settings
As the workspace owner or an admin, open Settings, then Integrations, and choose Connect Stripe under Commerce and payments.
- 2
Sign in to Stripe and approve
Stripe asks you to sign in, pick the account and approve read-only access, then returns you to Sektra.
- 3
Open Apps on a conversation
Stripe now shows as Working on the Integrations page, and the Apps button on any conversation opens the Stripe card.
Common questions
Setup, permissions and what Sektra reads from Stripe, with a contact link for anything not covered here.
Can Sektra issue refunds or change a Stripe subscription?
No. Sektra has read-only access to Stripe, so it can show customers, subscriptions and invoices and cannot charge, refund or edit anything. A teammate who needs to act opens the customer in the Stripe dashboard from the link on the card.
How does Sektra find the right Stripe customer?
Sektra searches Stripe for a customer with the same email address as the person in the conversation. When more than one customer shares that address, the card shows the first and lists the others so the right one can be opened. A sender with no Stripe customer gets an empty card that says so.
Does Sektra store card numbers or import Stripe data?
No. Sektra never sees card numbers, and it does not import your Stripe customers. It reads the customer, subscriptions and invoices from Stripe when a card opens or the assistant is asked, and it holds a card for two minutes before reading it again.
Connect Stripe and see it work
Connect a mailbox first, then add Stripe from Settings. Both steps take a few minutes, and the team can work from the inbox the same day.