Collect Payment with Stripe on monday.com Using GetSign
Managing payments and signatures in a single workflow can significantly reduce administrative overhead. By integrating to collect payment with Stripe using GetSign on monday.com, you enable recipients to make payments at the exact moment they sign your document—simplifying the process for both you and your customers. Below, we’ll walk you through how to set this up, the key benefits, relevant use cases, and common FAQs.
Step-by-Step: How to Collect Payments with Stripe on monday.com
Below, we’ll walk you through how to set this up and collect payments with Stripe. Enables recipients to make payments as they sign. Link your Stripe account to receive payments from signers when they complete the document.
1. Access the GetSign Item View
1. Open Your Board & Item:
– Log into your monday.com workspace and select the board where you manage eSignatures.
– Choose the specific item (e.g., contract or invoice) you plan to send for payment and signing.
2. Switch to the “GetSign” View:
– At the top of the item details, click the GetSign view to access settings, document uploads, and integrations.
Why This Matters: Centralizing everything in the GetSign view helps you avoid juggling multiple apps or browser tabs.
2. Connect a Payment System (Stripe)
1. Navigate to Settings:
– In the GetSign view, locate the Settings section.
– Look for the option to activate Stripe or connect a payment system.
2. Choose Status & Label after connect Stripe:
– Assign a status column and label (e.g., “Payment Required”) that will trigger the payment process.
– This ensures your monday.com board updates in real time once the payment is made.
Outcome: Your Stripe account is now linked to GetSign, allowing you to collect payments when recipients sign the document.
3. Add the “Payment Item” Board Field
1. Open the Document Editor:Click “Prepare” to enter the GetSign signature builder.
2. Drag & Drop “Payment Item”Locate the “Payment Item” field in the standard board fields list.
Place it where you want the payment prompt to appear within the document.
3. Set Amount & Currency:Define how much the recipient needs to pay and in which currency (e.g., USD, EUR).
Save your changes to confirm.
Benefit: By specifying the amount and currency, you provide clarity for both parties—no hidden fees or confusion about the total cost.
4. Send the Document for Signing & Payment
1. Review Sender Details:
– Confirm your sender name and email in the GetSign settings to ensure professional communication.
2. Dispatch the Invite:
– Click “Send” to email the document and payment link to the recipient.
– Alternatively, copy a signing link to share via chat or CRM if you prefer.
3. Recipient Experience:
– They receive a branded email invite to sign.
– Once they sign, they’re prompted to complete the checkout process via Stripe.
Result: The entire signing and payment process is combined into one seamless step, minimizing friction for your customers.
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Key Benefits of Using Stripe & GetSign on monday.com
- All-in-One Workflow
- Collect payments at the same time as signatures—reducing back-and-forth emails and manual follow-up.
- Real-Time Updates
- Once the payment is confirmed, your monday.com board status updates automatically, keeping everyone in sync.
- Security & Compliance
- Stripe offers robust payment encryption and fraud detection, while GetSign ensures legally binding eSignatures.
- Improved Cash Flow
- Speed up invoice payments or deposits by eliminating extra steps between sending a contract and receiving funds.
- Enhanced Customer Experience
- Clients appreciate a single, user-friendly link for signing and paying, leading to higher satisfaction and quicker turnaround.
Use Cases for Stripe Integration in monday.com
- Contract Invoicing & Deposits
- Freelancers or agencies can collect a deposit immediately after the client signs a project agreement.
- Event Registrations
- Nonprofits or event planners can merge ticket fees or donations into the same workflow as waiver or policy signing.
- Online Store Agreements
- E-commerce businesses can handle partnership contracts, NDAs, and initial payments in one place.
- Membership Renewals
- Clubs or subscription services can automatically charge renewal fees when members sign updated terms.
Frequently Asked Questions
1. How can I integrate Stripe with Monday.com?
To integrate Stripe with monday.com, use GetSign’s built-in payment feature. First, connect your Stripe account in the GetSign Settings, then add a “Payment Item” to your document.
This setup ensures payments are processed through Stripe, and statuses are updated on your monday.com board in real time.
2. What are the benefits of using Stripe for payment collection?
Stripe provides a secure, global payment infrastructure with advanced fraud protection and multiple currency options. Coupled with GetSign, you can automate eSignatures and payments in one workflow, improving cash flow and client satisfaction.
3. What are the common issues when using Stripe with Monday.com?
– Incorrect Status Labels: Ensure the status label you set in GetSign matches your board’s workflow.
– Misconfigured Currency: Double-check currency codes to avoid confusion.
– Email Spam Filters: Verify your sender email address to prevent payment invites from going to spam.
– Stripe Account Verification: Make sure your Stripe account is fully verified to avoid transaction holds.
4. Can I automate payment tracking using Stripe and Monday.com?
Absolutely. Once Stripe is connected, any successful payment updates your monday.com board automatically. You can create additional automations—for instance, changing an item’s status to “Paid” or sending notifications to team members when a payment is received.
By integrating Stripe with GetSign, you combine the power of secure eSignatures and automated payment collection into a single, cohesive workflow on monday.com.
Whether you’re an agency seeking to invoice clients right after contract signing, or a nonprofit collecting event fees alongside waivers, this integration saves time, reduces errors, and delivers a smoother experience for everyone involved.
Streamline your payment processes and give your customers the convenience they deserve—all without leaving monday.com.
