Connect Stripe to Sage CRM
Once Stripe is connected to Sage, you can create and send payment invoices directly from any deal record — without leaving your CRM. Stripe handles delivery, payment collection, and receipts, while the status syncs back to your deal's activity timeline.
What you'll need
- An Appalix account on the Pro plan or above
- A Stripe account — free to sign up at stripe.com
- Your Stripe Secret Key — you'll retrieve this in Step 1
Step 1 — Get your Stripe Secret Key
Stripe uses Secret Keys to authenticate API requests. Sage needs this key to create invoices on your behalf.
- Log in to your Stripe Dashboard at dashboard.stripe.com.
- In the top navigation, click Developers.
- Click API keys in the left menu.
- Under Standard keys, click Reveal test key next to the Secret key.
- Copy the key — it starts with
sk_live_for live mode orsk_test_for test mode.
Step 2 — Connect Stripe in Sage
- In Appalix, navigate to Sage → Integrations in the left sidebar.
- Under the Payments section, find the Stripe card and click Connect.
- Paste your Secret Key into the Secret Key field.
- Click Save & Connect. The card will show a green Connected badge.
How it works
Once connected, you can trigger invoice creation directly from any deal record in Sage:
- Open a deal and click the Send Invoice action
- Enter the invoice amount, currency, and line item description
- Sage creates a Stripe Customer (matched by the contact's email) and generates an invoice
- Stripe emails the invoice directly to the contact
- Payment status — pending, paid, overdue — is logged to the deal's activity timeline
Step 3 — Test in Stripe test mode
Before going live, connect with your sk_test_ key first. In test mode:
- Invoices are created in Stripe but no real emails are sent
- View test invoices in your Stripe Dashboard under Billing → Invoices (with test mode on)
- Use Stripe's test card
4242 4242 4242 4242to simulate payment
Once verified, return to Sage → Integrations, disconnect the test key, and reconnect with your live key.
Frequently asked questions
Is my Stripe Secret Key stored securely?
Yes. All integration credentials are stored encrypted in your workspace database. They are never logged or exposed in the dashboard UI after saving.
What currency does Sage use for invoices?
Sage uses the currency set on the deal (USD by default). You can change the deal currency from the deal edit form before generating an invoice.
What Stripe plan do I need?
The Stripe Invoicing API is available on all Stripe plans. Stripe charges a small fee per paid invoice — check stripe.com/pricing for current rates.
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Ready to connect Stripe?
Head to Sage Integrations and paste your Stripe key in under a minute.
Go to Sage Integrations →