Automate the flow of payment data, transaction records, and financial documentation between Stripe and SharePoint. Stop manually downloading CSV exports, copying transaction details into spreadsheets, or chasing down payment documentation across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Every time a Stripe payment succeeds or an invoice is finalized, automatically save the receipt PDF and transaction metadata to the appropriate SharePoint folder. Finance teams maintain complete audit trails without manual downloads or filing.
Pull transaction volume, subscription metrics, and refund data from Stripe and publish formatted reports directly to SharePoint team sites. Executives and stakeholders get updated financial snapshots without waiting for manual report generation.
When sales contracts are uploaded or updated in SharePoint, automatically attach relevant metadata to corresponding Stripe customer records. Billing teams see contract terms, renewal dates, and special pricing directly in Stripe without switching systems.
Monitor Stripe for payments above threshold amounts or new payment disputes, then post alerts to designated SharePoint lists or team sites. Leadership gets immediate visibility into critical financial events without manual monitoring.
Match uploaded KYC documents, tax forms, or vendor agreements stored in SharePoint to corresponding Stripe customers. Finance and compliance teams maintain complete customer records without juggling multiple repositories.
When Stripe generates invoices for subscription customers, route them through SharePoint approval workflows based on amount or customer tier. Once approved in SharePoint, automatically finalize and send the invoice through Stripe.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize SharePoint and Stripe with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands SharePoint's document libraries, metadata columns, and list structures alongside Stripe's payment objects, subscription schemas, and event webhooks.
Redbird maps Stripe payment intents, invoices, and customer objects to SharePoint sites, folders, and metadata fields without custom code. The platform recognizes when a Stripe charge relates to a customer contract in SharePoint, matches transaction IDs to document naming conventions, and handles nested payment data structures like subscription items and line items. Transform payment JSONs into organized document libraries or enrich Stripe records with SharePoint file metadata automatically.
Faster than exporting Stripe CSVs and manually uploading to SharePoint libraries
Redbird can pull from SharePoint and Stripe simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either SharePoint or Stripe.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from SharePoint into Stripe, or from Stripe back into SharePoint. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any payment event in Stripe or document change in SharePoint and take action across both platforms.
Fires when a new file is added to a specified SharePoint document library or folder.
Triggers when an item in a SharePoint list is created or modified, including custom metadata changes.
Detects updates to document properties, tags, or custom columns in SharePoint.
Automatically organize files by creating new folders based on payment data or customer information.
Save documents to SharePoint with custom properties, tags, and categorization already applied.
Modify existing SharePoint list entries with fresh data from Stripe transactions or subscriptions.
Fires when a customer successfully completes a one-time or subscription payment through Stripe.
Triggers when Stripe finalizes an invoice and makes it ready for payment collection.
Detects when a customer initiates a chargeback or payment dispute in Stripe.
Attach contract details, document references, or compliance information to Stripe customer records.
Annotate Stripe transactions with approval status, document links, or context from SharePoint workflows.
Set up or modify recurring billing plans based on contract terms stored in SharePoint documents.
Connect SharePoint and Stripe to automate payment documentation, transaction archiving, and financial reporting. Stop copying data between systems and start building workflows that run themselves.