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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 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
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