--- title: WI Masons Stripe Connect & Webhook Setup type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2025-12-11-wi-masonic-website-call-108177736.md tags: - client/wi-masons - stripe - woocommerce - payments - ach - webhooks - integrations layer: 2 client_source: null industry_context: null transferable: true --- # WI Masons Stripe Connect & Webhook Setup ## Overview The WI Masonic Foundation's WooCommerce store will connect to an existing Stripe account managed by Adam Rigden (adam.rigden@wimasons.org). Adam has pre-built payment links for the grant products (AED, FST, Jump Bag) that will populate the store. The integration requires a coordinated Stripe Connect session, ACH enablement, and a webhook endpoint for fulfillment automation. This work is part of the broader [[wiki/clients/wi-masons/index|WI Masons]] engagement to replace a manual check-based grant fulfillment process with a streamlined digital workflow. See also: [[wiki/meetings/2025-12-11-wi-masonic-website-call|WI Masonic Foundation Website Call — Store, Email Migration & Support Agreement]] --- ## Stripe Account Connection Adam holds an existing Stripe account with pre-configured payment links. The connection to the WooCommerce site requires a live session due to two-factor authentication requirements. **Steps:** 1. Mark initiates "Connect with Stripe" from the WooCommerce payment gateway settings. 2. Adam provides his Stripe account email and completes 2FA during the call. 3. Stripe Connect links the account; WooCommerce can then route transactions through it. > **Pending:** Adam to send Stripe payment links (AED, FST, Jump Bag) and product details to Mark ahead of the connect call. Mark to send Adam a meeting link to schedule the session. --- ## Product Catalog The initial store will carry **fewer than 10 products**, focused on grant-eligible items: | Product | Notes | |---|---| | AED (Automated External Defibrillator) | Price subject to board approval (meeting 2025-12-16) | | FST (First Aid/Safety Kit) | Pre-approved grant item | | Jump Bag | Pre-approved grant item | Product descriptions, images, and pricing are embedded in Adam's existing Stripe payment links and will be used to populate WooCommerce product pages. --- ## ACH Configuration Square (the current processor) does not support ACH payments, which is the primary driver for switching to Stripe. ACH is required for lodge-to-foundation grant payments to eliminate the manual check-and-photo workflow. **To enable ACH in Stripe:** - Navigate to the Stripe gateway settings in WooCommerce. - Toggle on ACH (US Bank Account) as a payment method. - Confirm bank routing in the Stripe dashboard for the foundation's account. Stripe also supports Klarna, Affirm, and other alternative payment methods through the same gateway — these can be enabled selectively as needed. --- ## Two-Step Capture Flow (Grant Purchase Process) Because grant purchases require manual eligibility review before funds are collected, the store uses Stripe's **authorize-then-capture** model rather than immediate charge. **Flow:** ``` Lodge fills out grant form ↓ Submits payment info → Stripe AUTHORIZES (reserves funds, does not charge) ↓ Staff reviews grant form (eligibility, budget limits, annual maximums) ↓ Staff manually CAPTURES charge in Stripe dashboard ↓ Webhook fires → notification emails sent to staff, Adam, Erica, Rick at FSS ↓ FSS ships product; lodge receives confirmation ``` **Grant rule constraints driving this design:** - Medical items (AEDs): max $3,000 match per lodge per year - All other items: max $1,000 match per lodge per year - Annual per-lodge maximums tracked in Bonterra CRM - General public must be excluded from purchasing at grant pricing The capture step is the manual review gate. This keeps automation light while preserving necessary oversight. --- ## Webhook Configuration A Stripe webhook will fire on the `payment_intent.succeeded` event (i.e., when staff completes the capture). This triggers fulfillment notifications without requiring staff to send manual emails. **Webhook recipients (on capture):** - Adam Rigden — foundation operations - Erica / Christina — internal foundation staff - Rick at FSS — product fulfillment/shipping **Technical requirement:** Adam needs a **webhook endpoint URL** from the WooCommerce/WordPress installation. Mark will provide this during the Stripe Connect session. The endpoint is registered in the Stripe dashboard under Developers → Webhooks. **Optional:** A separate notification email can be sent on the initial *authorization* (capture step 1) to acknowledge receipt of the grant request — a "we received your application" confirmation to the lodge. --- ## Bonterra CRM Integration (Future) Bonterra Pay is planning a native Stripe integration that will route completed transactions directly into the foundation's CRM, eliminating manual data entry. This is not yet available but is a stated roadmap item. Once live, the Stripe → Bonterra connection would: - Log grant purchases against the correct lodge record - Track annual spend against per-lodge maximums automatically - Reduce staff touchpoints to near zero for pre-approved grant items Until then, staff will continue to manually verify eligibility in Bonterra before completing the Stripe capture. --- ## Open Items - [ ] Adam sends Stripe payment links (AED, FST, Jump Bag) + product details to Mark - [ ] Mark sends meeting link to Adam to schedule Stripe Connect + webhook call - [ ] Confirm AED pricing after WI Masons board meeting (2025-12-16) - [ ] Mark provides webhook endpoint URL during connect session - [ ] Confirm ACH bank routing in Stripe dashboard post-connect --- ## Related - [[wiki/clients/wi-masons/index|WI Masons Client Index]] - [[wiki/meetings/2025-12-11-wi-masonic-website-call|Meeting: WI Masonic Foundation Website Call]] - [[wiki/knowledge/integrations/woocommerce-stripe-ach|WooCommerce + Stripe ACH Setup (general)]] - [[wiki/knowledge/email/wi-masons-office365-migration|WI Masons Email Migration to Office 365]]