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Creating your own flow

1

Use the default template as a base

Leverage the default template flow to create a version tailored to your business needs.
  • Open the Opportunity - Stigg Subscription Template flow to begin customizing it.
2

Insert your provisioning logic

Before provisioning resources in Stigg (between Step 2 and Step 3 of the default template), insert a new HTTP callout action.
  • Use this action to send an API request to your application to provision entities such as accounts, organizations, or workspaces.
3

Pass generated IDs to Stigg actions

Update the Create Stigg Customer and Create Stigg Subscription steps in the flow:
  • Use the resource IDs returned by your application’s API
  • These IDs should be passed to Stigg when creating the corresponding customer and subscription
4

Save your customized flow

Once you’ve applied all changes, click “Save As” to create a new version of the flow.
5

Activate your flow

  • Make sure the default template flow is deactivated
  • Activate your newly saved, customized flow to ensure it is used going forward

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Provisioning custom subscriptions with entitlements

In this configuration, Stigg is responsible only for provisioning and fulfillment of entitlements - billing is handled separately through your existing Salesforce processes. To set it up:
1

Create products in Salesforce

Create a product in Salesforce to represent your Stigg plan.
  • Set the Stigg Type to Plan
  • Set the Stigg ID to the corresponding plan ID in your Stigg app
Then, create additional products for each entitlement included in the plan.
  • For each entitlement product, set the Stigg Type to Entitlement
  • Set the Stigg ID to the corresponding entitlement ID in Stigg
2

Create an account and opportunity

In Salesforce, create a new Account and an associated Opportunity for that account.
  • Open the opportunity
  • Navigate to Products → Add Products
  • Add both the plan product and the entitlement products
3

Set quantities and close the deal

During the product selection flow:
  • Assign quantities for each product according to your desired subscription configuration
  • Move the opportunity to Closed/Won to trigger the provisioning process
4

Verify subscription in Stigg

Once the opportunity is closed:
  • A corresponding customer will be created in Stigg
  • Their subscription, including associated entitlements, will appear in the Customers section of your Stigg app

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Provisioning paid subscriptions, price overrides, and invoices

Stigg’s Salesforce integration supports provisioning of paid subscriptions with price overrides and invoice-based billing, enabling SaaS companies to implement complete Order-to-Cash (O2C) flows directly from Salesforce. This allows Salesforce to act as the quoting and opportunity management layer, while Stigg handles subscription fulfillment and billing orchestration, including automated invoice generation.
1

Edit the Salesforce provisioning flow

To enable invoice-based billing, configure the Create Stigg Subscription node in your Salesforce Flow:
  • Set the Payment Collection Method to INVOICE: this instructs Stigg to generate an invoice instead of attempting automatic payment.
In Stigg:
  • Ensure the customer receiving the subscription has a valid billing email address associated with their profile.
  • This email will be used for invoice delivery.
  • The same email address should also exist in the Contacts section of the corresponding Salesforce account.
The mapping between Salesforce products and Stigg entities (via Stigg Type and Stigg ID) should be configured once during the initial integration setup.A billing email address is required for invoice generation. Make sure to include this email when creating or updating the customer in Stigg. Without it, invoices cannot be sent or fulfilled.For more details on using invoice-based billing in Stigg, see the Billing with Invoices guide
2

Activate the updated flow

Save the modified flow as a new version and activate it.
3

Create the opportunity and add products

  • Create a new Opportunity in Salesforce
  • Add the Salesforce product that refers to the paid plan in Stigg
  • Add any entitlement products included in the plan
  • Assign appropriate quantities based on the desired configuration
4

Apply price overrides

In the Sales Price column for each product in the opportunity, enter the price that should be used for billing. These values will override the default prices in Stigg and will be used as the base charges when the subscription is provisioned. For usage-based charges this will be used as a flat-fee.
5

Trigger provisioning and invoicing

Move the opportunity to Closed/Won.
  • This triggers the provisioning flow
  • A new customer and subscription are created in Stigg
  • An invoice is generated through your connected billing provider
  • Once the invoice is paid, the subscription is activated in Stigg

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Provisioning paid subscriptions with credit charges

When a paid plan includes credit entitlements (e.g., a monthly allocation of API credits billed at a set price), you can pass those alongside feature entitlements in the Create Stigg Subscription node.
1

Create credit entitlement products in Salesforce

Create a product in Salesforce for each credit entitlement included in the plan.
  • Set the Stigg Type to Entitlement
  • Set the Stigg ID to the corresponding custom currency ID in Stigg (e.g., currency-api-credits)
2

Configure the Create Stigg Subscription node

In your Salesforce Flow, open the Create Stigg Subscription node:
  • Set Payment Collection Method to the desired billing method (PAYMENT_METHOD_ON_FILE or INVOICE)
  • In the Subscription Credit Entitlements field, provide a collection with one entry per credit entitlement:
    • customCurrencyId — the ID of the custom currency in Stigg
    • amount — the number of credits included
    • cadence — MONTH or YEAR
    • price — (optional) price override for this credit entitlement on the invoice
3

Add products to the opportunity

In Salesforce, create or open an Opportunity:
  • Add the plan product and any feature entitlement products
  • Add the credit entitlement products
  • Assign quantities and sales prices as needed
4

Trigger provisioning

Move the opportunity to Closed/Won.
  • The subscription is created in Stigg with both feature and credit entitlements
  • An invoice is generated if INVOICE was selected as the payment collection method

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Provisioning custom plans with credit entitlements

For custom plans where billing is handled outside of Stigg (no paymentCollectionMethod), you can provision mixed feature and credit entitlements together.
1

Create products in Salesforce

Create Salesforce products for each entitlement type:
  • For feature entitlements: set Stigg Type to Entitlement and Stigg ID to the feature ID (e.g., feature-seats)
  • For credit entitlements: set Stigg Type to Entitlement and Stigg ID to the custom currency ID (e.g., currency-api-credits)
Also create a product for the plan itself with Stigg Type set to Plan.
2

Configure the Create Stigg Subscription node

In your Salesforce Flow, open the Create Stigg Subscription node:
  • Leave Payment Collection Method unset (this is a custom plan — billing is external)
  • In the Subscription Credit Entitlements field, provide credit entitlement entries with:
    • customCurrencyId, amount, and cadence (MONTH or YEAR)
  • Feature entitlements continue to be passed as usual via mapped entitlement products
3

Add products to the opportunity

In Salesforce, create or open an Opportunity:
  • Add the plan product
  • Add feature entitlement products with their usage limits as quantities
  • Add credit entitlement products with their credit amounts as quantities
4

Trigger provisioning

Move the opportunity to Closed/Won.
  • A customer and subscription are created in Stigg
  • The subscription includes both feature and credit entitlements

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Granting credits (credit top-up)

Use the Create Stigg Credit Grant flow action to grant credits to a customer outside of a subscription. This is useful for one-off top-ups, promotional grants, or paid credit purchases.
1

Add the Create Stigg Credit Grant action to your flow

In your Salesforce Flow, add an Action element and search for Create Stigg Credit Grant.Configure the required fields:
  • Stigg Customer ID — the ID of the customer receiving the credits
  • Grant Type — PROMOTIONAL for free credits, or PAID for credits tied to a charge
  • Currency ID — the ID of the custom currency in Stigg to grant (e.g. cred-type-test)
  • Display Name — a label for the credit grant
  • Amount — the number of credits to grant
2

Configure optional fields

Depending on your use case, you may also set:
FieldDescription
Resource IDAssociates the grant with a specific external resource
CommentFree-text note describing the reason for the grant
Effective DateWhen the credits become available
Expiration DateWhen unused credits expire
PriorityOrder of consumption when multiple grants exist
Payment Collection MethodPAYMENT_METHOD_ON_FILE or INVOICE (for PAID grant type)
CurrencyCost currency for the credit grant (for PAID grant type)
3

Save and activate the flow

Save the flow as a new version and activate it.
  • When the flow runs, the credit grant is created in Stigg for the specified customer

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Provisioning trial subscriptions

1

Configure the flow for trial provisioning

In your Salesforce Flow, open the Create Stigg Subscription node.
  • Toggle Trial to on
  • Set the Trial field to True
  • Enable the Trial End Date toggle and set your desired trial end date
Save the flow as a new version and activate it.
2

Define the opportunity

In Salesforce, create or open an Opportunity.
  • Add the relevant plan and entitlement products from your Salesforce price book
  • These products should already be mapped to Stigg entities as part of the integration setup
  • Set the appropriate quantity and price for each product to match your desired trial configuration
3

Trigger the trial provisioning

Move the opportunity to Closed/Won.
  • This triggers the flow and provisions the trial subscription in Stigg
  • A corresponding customer will appear in the Customers section of your Stigg app