Retool and Stripe Integration: Connection, Usage, and Real-World Project Examples

Aliaksandra Labko
Aliaksandra Labko

Low-Code Solution Engineer

October 7, 2024

Retool and Stripe Integration: Connection, Usage, and Real-World Project Examples

Stripe is one of the most popular platforms for processing online payments today, providing businesses with convenient and secure tools for managing finances. For companies that actively use Retool to build internal business applications, integrating Stripe becomes a key step in streamlining payment processes and optimizing financial operations. Integrating Stripe into a Retool application allows businesses to leverage the full benefits and capabilities of this payment system, while enhancing it through custom development to meet the specific needs of the project.

What is Stripe?

Stripe is a payment service provider that offers a user-friendly interface and a wide range of functionality. It allows organizations to automate financial processes, receive online payments, and generate accounting reports. Moreover, Stripe’s extensive API, paired with detailed documentation, makes it easy to integrate quickly into any application, providing access to all of its features.

Setting up Stripe Resource

Retool provides built-in Stripe integration, allowing you to connect your Stripe account in just a couple of clicks. To understand what Retool is and why it matters for your business, you can read our article here.

To connect a Stripe account in Retool, follow these steps:

#1. Create a new Resource in Retool, and from the options, find Stripe.

Select Resource type
Select Resource type

#2. All the required data for Retool includes the resource name, description, API version, and API key.

The API key is a crucial parameter that Retool uses to authenticate your account automatically. You can find the API key in Stripe’s Developers API keys section.

Setup Stipe resource type in Retool
Setup Stipe resource type in Retool

#3. Now, Stripe is ready for use. In the application, create a new resource query and select the Stripe resource you created. Retool provides an intuitive interface to select Stripe API endpoints with helpful hints, set query parameters, and transform the received data.

Example of Stripe usage in a query
Example of Stripe usage in a query

Stripe Integration: Real Project Example

In this section, we demonstrate some use cases for how Stripe integration works in Retool, using the example of the Tempo project, which our low-code team developed for CutTime.

Tempo is a Retool-based application created for internal use, allowing the organization to manage licenses for U.S. district programs, including tracking payment statuses. You can find project details on the Akveo website.

In addition to the license tracking system, Tempo offers invoicing functionality implemented via the Stripe API.

Managing Products and Prices

Managing licenses involves handling products and their associated prices. Stripe offers a built-in solution to manage both products and prices, and its API makes it easy to integrate this functionality into custom applications, including those built in Retool.

Using Stripe API endpoints to create, retrieve, edit, and delete products and prices, the Tempo application allows these products to be used for license creation.

Additionally, the project required a discount system, but the existing approach didn't meet expectations. By combining Stripe's built-in solutions with custom development, we implemented a discount system based on the quantity of purchased products.

Example of discounts usage from the license creation form
Example of discounts usage from the license creation form

Invoicing

Stripe is a powerful invoicing service that automates the process, and links products, prices, clients, and other features. However, like many ready-made solutions, it has limitations and doesn’t allow full customization to meet specific client needs.

For example, while Stripe allows custom fields in its email and PDF invoice templates, it does not support updating styles or changing the placement of elements. In this case, integrating Retool and Stripe via API provides a solution. It enables businesses to use Stripe's capabilities for creating and tracking invoices while also allowing custom email and PDF templates to be designed with external mailing services to match the project’s requirements.

Payments Tracking

Stripe provides a payment page to track online payments and supports a wide range of payment methods, including credit or debit cards, bank transfers, PayPal, and others. But how do you track cash or check payments and manage all income in one system?

This is where Retool’s public pages and custom development, combined with Stripe's API, can help. When a check is received, the user can mark an invoice as "paid out of band" through the Retool application. When the paid_out_of_band parameter is set to true, Stripe skips the payment step and marks the invoice as paid, indicating that the payment was received outside of Stripe’s system.

Testing Mode

Retool allows you to set up multiple environments, and it's convenient that Stripe also offers a testing mode available through its API. Since Retool has built-in Stripe integration, you can enable Stripe's test mode by selecting a different environment in Retool and providing the API key for Stripe's test mode, which can be found in your Stripe account settings.

Setup Staging environment for Stripe Resource type in Retool
Setup Staging environment for Stripe Resource type in Retool

Conclusion

The example of Stripe demonstrates how integrating ready-made solutions into Retool can improve the quality and expand the functionality of applications. With custom Retool development, it's possible to modify or adjust certain behaviors of embedded systems to better fit the project’s specific needs.

---

This is another article in the series of blog posts from our low-code experts and Retool developers. You can explore more of the insights and their background on Retool Workflows, Retool Database, Retool Dynmic Tables and Retool Slack Integration.

If you need help with your Retool integrations—or any other tech projects—feel free to contact us. Our team is always ready to assist with custom low-code development.

Contact us
Akveo's case

Building Reconciliation Tool for e-commerce company

Our client was in need of streamlining and simplifying its monthly accounting reconciliation process – preferably automatically. But with a lack of time and low budget for a custom build, development of a comprehensive software wasn’t in the picture. After going through the case and customer’s needs, we decided to implement Retool. And that was the right choice.

The scope of work

Our team developed a custom reconciliation tool designed specifically for the needs of high-volume transaction environments. It automated the processes and provided a comprehensive dashboard for monitoring discrepancies and anomalies in real-time.

The implementation of Retool significantly reduced manual effort, as well as fostered a more efficient and time-saving reconciliation process.

→ Learn more about the case

See More
See Less
Akveo's case

Creating Retool Mobile App for a Wine Seller

A leading spirits and wine seller in Europe required the development of an internal mobile app for private client managers and administrators. The project was supposed to be done in 1,5 months. Considering urgency and the scope of work, our developers decided to use Retool for swift and effective development.

The scope of work

Our developers built a mobile application tailored to the needs of the company's sales force: with a comprehensive overview of client interactions, facilitated order processing, and enabled access to sales history and performance metrics. It was user-friendly, with real-time updates, seamlessly integrated with existing customer databases. 

The result? Increase in productivity of the sales team and improved decision-making process. But most importantly, positive feedback from the customers themselves.

→ Learn more about the case

See More
See Less
Akveo's case

Developing PoC with Low Code for a Tour Operator

To efficiently gather, centralize, and manage data is a challenge for any tour operator. Our client was not an exception. The company was seeking to get an internal software that will source information from third-party APIs and automate the travel itinerary creation process. Preferably, cost- and user-friendly tool.

The scope of work

Our experts ensured the client that all the requirements could be covered by Retool. And just in 40 hours a new software was launched. The tool had a flexible and easy-to-use interface with user authentication and an access management system panel – all the company needed. At the end, Retool was considered the main tool to replace the existing system.

→ Learn more about the case

See More
See Less
Akveo's case

Testing New Generation of Lead Management Tool with Retool

Our client, a venture fund, had challenges with managing lead generation and client acquisition. As the company grew, it aimed to attract more clients and scale faster, as well as automate the processes to save time, improve efficiency and minimize human error. The idea was to craft an internal lead generation tool that will cover all the needs. We’ve agreed that Retool will be a perfect tool for this.

The scope of work

The project initially began as a proof of concept, but soon enough, with each new feature delivered, the company experienced increased engagement and value. 

We developed a web tool that integrates seamlessly with Phantombuster for data extraction and LinkedIn for social outreach. Now, the company has a platform that elevates the efficiency of their lead generation activities and provides deep insights into potential client bases.

→ Learn more about the case

See More
See Less
Akveo's case

Building an Advanced Admin Portal for Streamlined Operations

Confronted with the need for more sophisticated internal tools, an owner of IP Licensing marketplace turned to Retool to utilize its administrative functions. The primary goal was to construct an advanced admin portal that could support complex, multi-layered processes efficiently.

The scope of work

Our client needed help with updating filters and tables for its internal platform. In just 30 hours we've been able to update and create about 6 pages. Following features were introduced: add complex filtering and search, delete records, styling application with custom CSS. 

Together, we have increased performance on most heavy pages and fixed circular dependency issues.

→ Learn more about the case

See More
See Less
Akveo's case

Creating MVP Dashboard for Google Cloud Users

Facing the challenge of unoptimized cloud resource management, a technology firm working with Google Cloud users was looking for a solution to make its operations more efficient. The main idea of the project was to create an MVP for e-commerce shops to test some client hypotheses. Traditional cloud management tools fell short.

The scope of work

Determined to break through limitations, our team of developers turned Retool. We decided to craft an MVP Dashboard specifically for Google Cloud users. This wasn't just about bringing data into view; but about reshaping how teams interact with their cloud environment.

We designed a dashboard that turned complex cloud data into a clear, strategic asset  thanks to comprehensive analytics, tailored metrics, and an intuitive interface, that Retool provides. As the results, an increase in operational efficiency, significant improvement in cost management and resource optimization.

→ Learn more about the case

See More
See Less
Akveo's case

Elevating CRM with Custom HubSpot Sales Dashboard

Our other client, a SaaS startup, that offers collaborative tools for design and engineering teams, was on a quest to supercharge their sales efforts. Traditional CRM systems were limited and not customizable enough. The company sought a solution that could tailor HubSpot to their workflow and analytics needs.

The scope of work

Charged with the task of going beyond standard CRM functions, our team turned to Retool. We wanted to redefine how sales teams interact with their CRM. 

By integrating advanced analytics, custom metrics, and a user-friendly interface, our developers provided a solution that transformed data into a strategic asset.

In 40 hours, three informative dashboards were developed, containing the most sensitive data related to sales activities. These dashboards enable our customer to analyze sales and lead generation performance from a different perspective and establish the appropriate KPIs.

→ Learn more about the case

See More
See Less
Akveo's case

Retool for Sales and CRM Integration

See More
See Less
Akveo's case

Building a PDF Editor with Low-Code

Our client, a leading digital credential IT startup, needed a lot of internal processes to be optimized. But the experience with low-code tools wasn’t sufficient. That’s why the company decided to hire professionals. And our team of developers joined the project.

The scope of work

The client has a program that designs and prints custom badges for customers. The badges need to be “mail-merged” with a person’s info and turned into a PDF to print. But what is the best way to do it?

Our developers decided to use Retool as a core tool. Using custom components and JavaScript, we developed a program that reduced employees' time for designing, putting the data, verifying, and printing PDF badges in one application.

As a result, the new approach significantly reduces the time required by the internal team to organize all the necessary staff for the conference, including badge creation.

→ Learn more about the case

See More
See Less
Subscription
Subscribe via Email

Want to know which websites saw the most traffic growth in your industry? Not sure why your SEO strategy doesn’t work?

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

By clicking “Subscribe” you agree to Akveo Privacy Policy and consent to Akveo using your contact data for newsletter purposes

More articles by themes

Cross
Contact us
AnnaRodionEvgenyExpertExpertExpert
Cross
Got any questions?
Our domain expert is here to answer
If you have any questions, feel free to leave me a personal message on LinkedIn. We are here to help.
Thanks for your question
We will contact you soon
We have a problem
Please, check the entered data
Got any questions?