What you'll achieve
Support can verify billing context in the Conversation while sensitive mutations remain explicitly approved.
Connect Stripe
Stripe app review, external test data and remote verification remain separate gates. DobroDesk never treats missing credentials or provider approval as a successful remote connection.
Open Settings > Integrations > Data integrations and choose Stripe.
Confirm that the Stripe App client credentials and webhook secret are configured for this DobroDesk deployment. If the screen says awaiting credentials, an owner must complete that setup first.
Sign in to the Stripe account you administer and grant only the displayed customer, invoice, subscription, payment, charge and event read permissions.
Return to DobroDesk and verify the connected account, granted scopes and webhook health.
Open a known customer and confirm that the Stripe context is attributed to the right customer identity.
Use Stripe actions safely
- Customer, invoice and subscription lookups require an authorized customer identity and stay read-only.
- Refund and subscription-cancellation proposals show the exact resource and policy checks before a teammate approves them.
- Webhook signatures, idempotency keys, stale revisions, provider timeouts and unknown outcomes are reconciled before a retry.
- Disconnecting revokes the provider connection, removes encrypted credentials and stops future Stripe lookups without deleting DobroDesk conversations.