Quick summary
Connecting Coda with Stripe lets you pull live payment and balance transaction data directly into your document using the Stripe Pack. Once integrated, your team can track and manage financial data without leaving Coda.
Steps
- Open your Coda document to begin the integration setup.
- Access the Insert menu to add dynamic elements that transform your static document into an interactive workspace.
- Navigate to Packs — Coda's integrations hub — to browse connections to external tools and services.
- Search for Stripe in the Packs library and click on it to open the integration.
- Select the Balance transactions template to see how financial data can be managed within Coda.
- Click Connect an account to link your Stripe account and integrate external payment data directly into your document.
- Enter your API token to complete the Stripe integration and activate live data sync in your Coda workspace.
