Payments

With Stripe connected, your workflows can create payment links and collect payments as part of a process — for example, a booking deposit, an application fee, or a quote acceptance.

Connect Stripe

1. Go to Settings → Integrations and choose Stripe.
2. Enter a Stripe secret key (a restricted key with permission for payment links is recommended).
3. assess.one validates the key immediately.

Test mode

Stripe has a built-in test mode — a sandbox with its own keys where no real money moves. When configuring the integration you can turn on Test mode and enter your Stripe test key to trial payment workflows safely.

• When Test mode is on, the integration card shows a Test mode badge, and every payment runs in Stripe’s test environment.
• Switch to live payments by turning Test mode off and entering your live key.

Caution

The key must match the mode: a test key with Test mode on, a live key with it off. This prevents accidentally taking real payments while you think you’re testing.

How payments work in a workflow

• A workflow step creates a payment link for the amount you specify.
• Amounts are entered in dollars (e.g. 150 means $150.00) — either a fixed price, or an amount the customer enters on the form.
• A following email or SMS step sends the payment link to the customer.

Note

The payment link must be sent to the customer to be useful — assess.one makes sure a workflow that creates a link also delivers it, so customers always receive a way to pay.

Next

• Email & SMS →
• Integrations overview →