If you are using the Donations app to accept recurring donations using Stripe as your payment gateway, you can have notification of the subsequent monthly transactions sent to Soapbox to be stored in the Donations > Transactions. If you have Salesforce integration enabled, this will also create a record in Salesforce for the subsequent transaction.
In order to enable this functionality, you'll need to create a webhook in Stripe that will instruct Stripe to update Soapbox whenever a subsequent monthly transaction is processed for an ongoing recurring donation. To do so:
- Login to Stripe
- Click the Developers link
- Click the Webhooks tab
The next steps will depend on the specifics of your Stripe interface.
Option 1:
Workbench has not been enabled in Stripe. The heading Webhook endpoints is displayed above a table with a button labeled + Add endpoint appearing in the upper right of that table
- Click + Add Endpoint button
- On the Listen to Stripe events page, enter the following information
- For the Endpoint URL field, choose one of the following
- If using a Soapbox Engage standard domain, replace {myaccountprefix} (without the curly brackets) with the prefix of your Soapbox Engage account:
https://{myaccountprefix}.secure.nonprofitsoapbox.com/component/donations/transactionNotification
- If using a Soapbox Engage custom domain, replace {engage.example.org} (without the curly brackets) with your Soapbox Engage account's domain:
https://{engage.example.org}/component/donations/transactionNotification
- If using a Soapbox Engage standard domain, replace {myaccountprefix} (without the curly brackets) with the prefix of your Soapbox Engage account:
- Description = "Soapbox Engage endpoint"
- Listen to = "Events on your account"
- Version = (leave as defaulted)
- Select events to listen to
- customer.subscription.deleted
- invoice.payment_succeeded
- For the Endpoint URL field, choose one of the following
- Click Add events button
Option 2:
Workbench has been enabled in Stripe. No Webhook endpoints table is displayed and there is a button with the label + Add destination
- Click + Add destination
- On the next page with the title Start by selecting which events you want to listen to, keep the default selected as Your account
- Keep the API version selected as Your current version (xxxxx)
- For Events, select the following events to listen to:
- customer.subscription.deleted
- invoice.payment_succeeded
- Click Continue
- On the next page with the title Choose where you want to send events, keep the default selected as Webhook endpoint
- Click Continue
- On the next page with the title Configure destinations,leave the Destination Name as is
- For the Endpoint URL field, enter one of the following
- If using a Soapbox Engage standard domain, replace {myaccountprefix} (without the curly brackets) with the prefix of your Soapbox Engage account:
https://{myaccountprefix}.secure.nonprofitsoapbox.com/component/donations/transactionNotification
- If using a Soapbox Engage custom domain, replace {engage.example.org} (without the curly brackets) with your Soapbox Engage account's domain:
https://{engage.example.org}/component/donations/transactionNotification
- If using a Soapbox Engage standard domain, replace {myaccountprefix} (without the curly brackets) with the prefix of your Soapbox Engage account:
- For Description = "Soapbox Engage endpoint"
- Click Create Destination
Once the webhook is in place, notification will be sent to Soapbox Engage whenever a subsequent payment is made on both existing and future recurring donations in Stripe. Records added to the Donations > Transactions view will have a Payment Occurrence of “Subsequent recurring."