ValStorm & Stripe Integration Overview

The ValStorm and Stripe integration connects your billing engine directly to your CRM, enabling automated, bi-directional syncing of customers, subscriptions, products, and invoices. By uniting both platforms, you can transition seamlessly from a closed-won sales deal to active billing and real-time revenue tracking.

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Core Prerequisites

Before installing the Stripe integration, ensure the following applications are installed in your ValStorm system:

1. CPQ (Configure, Price, Quote): To manage products and standard pricing structures.
2. Usage-Based Billing (UBB): Required if you plan to implement credits, prepaid balances, or consumption-based models.

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Key Features

• Bi-directional Syncing: Sync historical data (customers, products, prices, etc.) instantly during onboarding. Any updates to customer information, pricing, or subscription statuses are updated across both platforms.
• Prepaid Billing Wallets: Build consumption-based billing models where customers purchase credits in advance, and system usage automatically draws down from their balance.
• Auto-Replenishment: Configure automated rules to recharge a customer’s wallet in Stripe when their prepaid credit balance drops below a set threshold.
• Real-time Revenue Dashboards: Monitor invoice data, total cash collections, and customer-specific spend distributions directly inside ValStorm.

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How the Integration Works (Step-by-Step)

1. Sandbox Testing & Installation

• Zero-Risk Testing: The integration supports connecting your ValStorm Sandbox environment to your Stripe Sandbox (test mode) to safely validate billing flows before going live.
• Setup: Go to the ValStorm Marketplace (or search for it in the global workspace search), select the Stripe Integration, and click Install.
• Authentication: Click the authenticate button, authorize the ValStorm Integration app within your Stripe account, and click Install App. Upon successful connection, ValStorm will redirect you with a success message.

2. The Sales Motion to Active Billing Pipeline

The integration automates the transition from a lead to a paying customer through the following pipeline:

 [Lead Created] ──> [Lead Converted] ──> [Opportunity Won] ──> [Account Generated]
                                                                      │
 [Active Billing] <── [Subscription Created] <── [Customer Synced to Stripe]

1. Lead Conversion: A Lead is created and qualified in the B2B Sales workspace.
2. Opportunity & Company Creation: Converting the lead generates a ValStorm Opportunity and a Company.
3. Account Generation: Moving the Opportunity to "Closed-Won" generates a ValStorm Account.
4. Stripe Customer Sync: When the Account is created in ValStorm, it is instantly synced to Stripe, automatically generating a corresponding Stripe Customer ID on the ValStorm Account record.
5. Subscription Activation: Creating a subscription for the customer in Stripe (e.g., adding 5 user licenses with an attached payment method) immediately syncs the status back to ValStorm under Subscriptions as Active.
6. Invoicing & Ledger Sync: When Stripe processes a payment, the Invoice is automatically synced back to ValStorm, updated to Paid, and logged under the Account’s related list.

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Advanced: Usage-Based Billing (UBB) & Prepaid Wallets

For consumption-based business models (e.g., API calls, server runtime, or transactional credits), the integration supports Billing Wallets and Meters:

A. Setting Up Metered Products in Stripe

1. Create a product in Stripe (e.g., "Credits").
2. Under pricing options, configure a Usage-Based price model.
3. Establish a Meter in Stripe (e.g., "credit_meter") set to Sum values.
4. Add a secondary, one-off (non-recurring) flat price (e.g., $1 per credit) that customers will use to purchase credits to fill their wallets.

B. Mapping to ValStorm

1. Switch to the Billing Workspace in ValStorm.
2. Locate the synchronized product and click into the one-off replenishment price.
3. Edit the price record and mark it as a Credit Grant—this tells ValStorm that purchases of this price should increase the customer's wallet balance.
4. Go to Usage Meters in ValStorm and open the synchronized meter. Edit it to map to the appropriate consumption product and price.

C. Setting Up the Billing Wallet & Auto-Replenishment

1. Navigate to the Customer's Account in ValStorm and click through to Billing Wallet > Create.
2. Name the wallet and link it to your consumption Usage Meter and Replenish Price ID.
3. Configure the replenishment parameters:
   • Replenishment Amount: The amount to auto-charge when threshold is met (e.g., $200).
   • Replenished Threshold: The minimum balance that triggers a recharge (e.g., $50).
4. Once the customer is charged for their initial credit balance in Stripe, the wallet's Remaining Balance instantly updates in ValStorm, with a ledger entry saved under Credit Grants.
5. Enable Auto-Replenishment on the wallet record. Anytime usage events drop the customer's wallet balance below the threshold, the system auto-charges their Stripe payment method on file to top them back up.

D. Logging Usage Events

• In production, usage events (payloads indicating consumed credits) are pushed to ValStorm automatically via API.
• For testing purposes, you can create Usage Events manually in ValStorm. Once saved, ValStorm maps the event quantity to the consumption price, calculates the cost, and immediately draws down the corresponding amount from the customer's active Billing Wallet balance.

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Dashboarding & Revenue Reporting

Once invoices are processed and synced, you can view your aggregate financial performance in real-time:

1. Use the ValStorm Global Search to find and open the Dashboard workspace.
2. Under Invoicing, view real-time metrics showing total revenue generated, monthly trends, and spend distribution broken down by individual accounts.