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Salesforce and Stripe.
A more connected handoff.

Give Nine access to Salesforce and Stripe and delegate work across the connected tools. You choose the accounts and actions it can use.

SalesforceStripe
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Stripe

Understand the billing picture

  • Find billing customers

    Look up customers and retrieve the record needed to identify the correct account.

  • Read subscriptions and invoices

    Retrieve subscription status and recent invoices for a billing review.

  • Review payments and financial activity

    Read charges, refunds, disputes, balances, payouts, and available report data for an account or finance brief.

Keep billing work moving

  • Prepare billing summaries

    Use invoice records to explain billing status and identify questions for your team.

  • Create a refund with granted access

    A separate refund action is available when explicitly granted. Agree the review and approval steps during onboarding.

  • Maintain subscriptions and invoices

    Create or update subscriptions, invoice items, and invoices, including supported billing adjustments and lifecycle actions.

  • Prepare checkout and payment collection

    Create supported checkout sessions, payment links, payment intents, and billing-portal sessions.

Maintain the commercial setup

  • Work with products, pricing, and discounts

    Maintain products, prices, coupons, promotion codes, and supported quotes.

  • Support tax and usage-based billing

    Work with supported tax calculations and rates, billing meters, usage records, and credit notes.

Connect the context. Agree the handoff.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational actions Nine can use.

Stripe

Connect the relevant Stripe account through Composio during onboarding. Choose the customer, billing, payment, and reporting actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Salesforce and Stripe?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.