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Stripe and Zoho CRM.
A more connected handoff.

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

What can Nine do here?

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

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.

Zoho CRM

Understand the customer and pipeline

  • Find records across your CRM

    Search and retrieve leads, contacts, accounts, deals, and other accessible module records.

  • Gather related activity

    Read calls, tasks, events, notes, related records, attachments, and available email history.

Follow through in your CRM

  • Maintain leads and deals

    Create or update supported CRM records and convert a lead as the sales conversation progresses.

  • Capture notes and meeting context

    Add or update notes, create events, and upload attachments to the relevant record.

  • Prepare email follow-ups

    Create and update email drafts using the sender details available to your account.

Connect the context. Agree the handoff.

Stripe

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

Zoho CRM

Connect your Zoho CRM account during onboarding and choose the module, record, activity, and draft 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 Stripe and Zoho CRM?

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

Your first
useful handoff.

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

Join Nine’s early-access list

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