Plandalf

Integrations

Integrations for the tools you already sell with

Browse ready-to-clone stacks across payments, email, CRM, websites, tax, fulfilment, and automation.

19 stack flows

Combining 29+ tools so checkout, offers, timers, and follow-up workflows move together.

StackPlandalf flowOpen

Substack Shop

Sell a template, report, workshop, membership, or paid download from a Substack post while Plandalf owns the offer, checkout, invoice, and purchase event.

Newsletter operators on Substack

  1. S

    Substack

    Site

    Link, button, or embed inside a post

  2. Plandalf

    CheckoutEmbedded

    hosts

  3. Stripe

    Payment

    charges via

  4. S

    Substack

    Email

    Segment buyers for the next issue

View flow

The Affiliate Tax Launch

Connect affiliate sales, payment options, live tax calculation, and post-purchase reconciliation.

Launch teams selling through partners, affiliates, and international payment preferences

  1. Next.js

    Site

    Affiliate launch page

  2. Plandalf

    CheckoutHosted page

    Affiliate attribution and payment options

  3. TaxJar

    Tax

    calculates with

  4. Stripe

    Payment

    Stripe path, with PayPal also available in the stack

  5. Tolt

    Automation

    records partner sale in

  6. Avalara

    Automation

    keeps tax record aligned with

View flow

The API-First Product

Split transactional email from lifecycle email so each tool does what it's good at.

Dev tool startups, API products, B2B SaaS with a console

  1. React

    Site

    In-app console

  2. Plandalf

    CheckoutModal

    Upgrade modal

  3. Stripe

    Payment

    bills via

  4. Postmark

    Email

    Transactional only

  5. Customer.io

    Automation

    Behavioural sequences off Plandalf events

View flow

The Checkout Optimization Lab

Test checkout layouts, sessions, mobile flow, and recovery without turning the sales page into a custom app.

Growth teams, offer owners, and operators improving checkout conversion

  1. Webflow

    Site

    Sales page and campaign landing pages

  2. Plandalf

    CheckoutEmbedded

    Template, custom layout, test session, and mobile checkout variants

  3. Stripe

    Payment

    charges via

  4. Zapier

    Automation

    routes checkout state through

  5. Klaviyo

    Email

    Abandoned and completed checkout flows

View flow

The Coach

Take deposits and recurring retainers without re-platforming your existing site.

Coaches, consultants, fractionals

  1. ActiveCampaign

    Email

    Pre-sale nurture

  2. WordPress

    Site

    Sales page + booking embed

  3. Plandalf

    CheckoutEmbedded

    Deposit or retainer offer

  4. Stripe

    Payment

    charges via

  5. ActiveCampaign

    Automation

    also fires onboarding sequence in

View flow

The Coupon Deadline Funnel

Run a deadline offer with coupon rules and follow-up paths that stay attached to the checkout.

Launch teams, digital product sellers, and campaign operators

  1. ActiveCampaign

    Email

    Launch and deadline messaging

  2. Webflow

    Site

    Deadline campaign page

  3. Plandalf

    CheckoutEmbedded

    Timer, promo, coupon, and save-offer rules

  4. Stripe

    Payment

    charges via

  5. Zapier

    Automation

    routes expired and completed events through

  6. ActiveCampaign

    Email

    continues follow-up in

View flow

The Course Creator

Enrol each buyer into the right cohort sequence the moment they pay.

Independent educators, cohort-based course operators

  1. Webflow

    Site

    Course landing pages

  2. Plandalf

    CheckoutEmbedded

    Per-cohort offer + bundle upsell

  3. Stripe

    Payment

    charges via

  4. Zapier

    Automation

    Route key picks the cohort

  5. MailerLite

    Email

    Cohort drip + lesson reminders

View flow

The Developer Webhook Stack

Give developers a concrete stack for API-led checkout, entitlements, fulfillment, analytics, and custom automations.

Developer-first products, internal tools teams, and API-led SaaS

  1. React

    Site

    SDK-mounted product surface

  2. Plandalf

    CheckoutModal

    API-created checkout session

  3. Stripe

    Payment

    charges via

  4. Custom API

    Automation

    Entitlements, fulfillment, and analytics fanout

  5. Postmark

    Email

    sends transactional updates through

View flow

The Drop Shop

Run a time-boxed drop with a real countdown, a bundle upsell, and segmented re-engagement.

Apparel brands, merch operators, drop-style ecom

  1. Klaviyo

    Email

    Drop-launch campaign

  2. Webflow

    Site

    Drop landing page

  3. Plandalf

    CheckoutEmbedded

    Countdown + bundle upsell

  4. Stripe

    Payment

    charges via

  5. Zapier

    Automation

    also fires purchase event into

  6. Klaviyo

    Email

    Buyers / abandoned for the next drop

View flow

The Founder List

Ship a first paid product with three tools and no automation platform in the middle.

Indie hackers, technical founders pre-team

  1. Kit (ConvertKit)

    Email

    Broadcast

  2. Next.js

    Site

    links to

  3. Plandalf

    CheckoutHosted page

    Standalone offer page

  4. Stripe

    Payment

    charges via

  5. Kit (ConvertKit)

    Email

    Direct — no Zapier in the middle

View flow

The Global SaaS

Charge the right VAT in 30 countries without writing tax logic, and follow up with the right receipt.

SaaS selling to the EU and UK

  1. Next.js

    Site

    Part of the buyer and automation path.

  2. Plandalf

    CheckoutEmbedded

    Upgrade flow

  3. Avalara

    Tax

    looks up live VAT in

  4. Stripe

    Payment

    charges via

  5. Klaviyo

    Email

    Includes tax-document follow-ups

View flow

The Indie SaaS

Run the entire trial-to-paid lifecycle without writing a single email template in code.

Solo founders shipping a paid product

  1. Next.js

    Site

    Marketing + in-app pages

  2. Plandalf

    CheckoutModal

    Upgrade modal in the app

  3. Stripe

    Payment

    Subscriptions

  4. Customer.io

    Automation

    Trial / activation / churn-save sequences direct from Plandalf events

View flow

The Invoice Records Ops Stack

Keep invoices, receipts, customer identity, team notifications, and CRM records in sync after purchase.

Service businesses, memberships, and B2B operators that need clean records

  1. WordPress

    Site

    Offer page and account handoff

  2. Plandalf

    CheckoutHosted page

    Invoice-ready checkout and customer fields

  3. Stripe

    Payment

    charges via

  4. Postmark

    Email

    emails invoice through

  5. HubSpot

    CRM

    syncs customer record to

View flow

The Kajabi Course Launch

Sell a Kajabi course through a more flexible offer and send each buyer into the right follow-up path.

Course creators and education businesses already delivering in Kajabi

  1. Kajabi

    Site

    Course landing page and delivery

  2. Plandalf

    CheckoutHosted page

    Offer, bump, coupon, payment option

  3. Stripe

    Payment

    charges via

  4. Zapier

    Automation

    Access and tagging

  5. MailerLite

    Email

    Welcome and lesson reminders

View flow

The Membership Site

Convert one-time buyers into renewed members and keep the CRM in sync.

Community operators, association sites, paid membership orgs

  1. WordPress

    Site

    Members-only pages

  2. Plandalf

    CheckoutEmbedded

    Upgrade + renewal offers

  3. Stripe

    Payment

    Recurring subscriptions

  4. HubSpot

    CRM

    also syncs member record to

  5. HubSpot

    Automation

    which fires renewal workflow in

  6. Mailchimp

    Email

    which sends nudges via

View flow

The Newsletter Creator

Monetise an existing newsletter audience by selling one-off products from inside the same list tool.

Writers, journalists, indie publishers

  1. Kit (ConvertKit)

    Email

    Campaign blast

  2. WordPress

    Site

    Long-form post with paywalled CTA

  3. Plandalf

    CheckoutEmbedded

    Offer + order-bump

  4. Stripe

    Payment

    charges via

  5. Zapier

    Automation

    also fires purchase event into

  6. Kit (ConvertKit)

    Email

    "Buyers" segment for the next launch

View flow

The Pricing Packaging Lab

Model the catalog and pricing system before sending plan changes into lifecycle messaging.

SaaS teams, template sellers, and productized-service operators testing pricing

  1. Next.js

    Site

    Pricing page and plan comparison

  2. Plandalf

    CheckoutHosted page

    Products, variants, package prices, and plan-specific checkout

  3. Stripe

    Payment

    charges via

  4. Customer.io

    Automation

    Plan changed, upgraded, downgraded, or renewed

View flow

The Studio

Close international clients who insist on PayPal, then drop the signed deal straight into the project tracker.

Boutique agencies, retainer studios

  1. Drip

    Email

    Long-cycle nurture

  2. WordPress

    Site

    Case studies + proposal pages

  3. Plandalf

    CheckoutHosted page

    Proposal + deposit page

  4. PayPal

    Payment

    International-friendly

  5. Zapier

    Automation

    Project tracker handoff

View flow

The Template Shop

Sell digital download products with license-tier upsells and post-purchase delivery.

Designers, no-code builders, template makers

  1. Webflow

    Site

    Template storefront

  2. Plandalf

    CheckoutEmbedded

    License-tier upsell (personal / team / agency)

  3. Stripe

    Payment

    charges via

  4. Flodesk

    Email

    Launch + resurrection sequences

View flow

Take payment with

  • Stripe
  • PayPal

Drop into

  • Webflow
  • Framer
  • Shopify
  • WordPress
  • Squarespace
  • Wix
  • Next.js
  • React
  • Vue
  • Gatsby

Product surfaces

The integration is more than a logo connection

Plandalf sits between the sales surface, the payment processor, and the tools that run the work after purchase. These are real product screens for the records a seller or builder should inspect before sending traffic into Offers, Automations, and connected integrations.

The Numi integrations settings page showing Stripe, PayPal, TaxJar, and Avalara connection options.

Connect the payment and tax layer

Use the integrations surface to confirm Stripe, PayPal, TaxJar, Avalara, and test-mode routing before a buyer reaches checkout.

StripePayPalTaxJarAvalara
The Numi offer editor with layout, products, automation, invoices, and settings controls.

Keep checkout controls visible

Offers keep products, prices, checkout templates, coupons, order bumps, upsells, invoices, and automation beside the buying surface.

OffersProductsPricesCheckout templates
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.

Route purchase events after checkout

Automations and sequences move purchase context into fulfilment, email, CRM, webhooks, support, reporting, and lifecycle follow-up.

AutomationsSequencesWebhooksPurchase event fanout
The Numi Stripe payment methods settings page showing cards, wallets, bank transfers, and buy now pay later options.

Choose checkout payment methods

Payment options decide which cards, wallets, bank transfers, and pay-later methods appear before a buyer submits checkout.

Payment optionsStripePayment stackStripe Checkout comparison
The Numi offer invoices records view showing customer invoice rows and payment status.

Preserve invoice and support records

Invoice records keep customer, product, line item, payment state, refund, tax, and support context attached to the sale.

InvoicesPDF invoicesEmailing invoicesInvoice records stack
The Numi checkout element palette showing content, interaction, and selling blocks.

Build the checkout surface sellers edit

Checkout templates, buy buttons, custom styles, order bumps, upsells, and coupons keep seller-owned controls out of integration code.

Checkout templatesBuy buttonsOrder bumpsUpsells
The Numi Developer API documentation with sidebar navigation and SDK method reference.

Hand off to API and SDK docs

API keys, SDK checkout, webhook docs, and event references are the implementation handoff once the integration pattern is chosen.

API referenceSDK checkoutWebhooksAPI-first stack

Builder paths

Choose the job the integration needs to do

Use the browser above when you know the tools. Use these paths when you know the workflow: checkout, payment, fulfilment, lifecycle, tax, affiliate attribution, or records. Each path links into the relevant features, platforms, and stack guides.

The Numi editor top bar showing preview and share controls for a buying surface.

Sell from a website or newsletter

Start with the audience surface, then open a hosted checkout, embedded offer, modal checkout, or buy button that carries the offer context.

WebflowWordPressSubstack shop stackHosted checkoutBuy button
The Numi Stripe payment methods settings page showing cards, wallets, bank transfers, and buy now pay later options.

Connect the processor without becoming the processor

Keep Stripe or PayPal as the account that charges the buyer while Plandalf owns the offer, invoice, payment state, and follow-up context.

StripePayPalPayment optionsInvoicesPlandalf vs Stripe Checkout
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.

Send fulfilment and lifecycle work downstream

Use purchase events, automations, and webhooks to update access, start email sequences, sync CRM records, and notify support or finance tools.

ZapierCustomer.ioPostmarkHubSpotAutomations
The Numi automation integrations screen showing connected workflow destinations.

Handle tax, affiliate, and records work

Keep tax calculation, affiliate attribution, invoice records, line items, and support context attached to the same checkout event.

TaxAffiliate integrationToltInvoice records stackAffiliate tax launch
API-first productCourse creatorNewsletter creatorCheckout optimization labCoupon deadline funnelDeveloper webhook stackPricing packaging labMembership site

API

Not on the list? Wire it up in an afternoon.

Every checkout event can fire a webhook. API-driven workflows can connect products, prices, invoices, and fulfilment records. Most missing integrations are a Zapier hop or a 30-line Cloudflare Worker away.

Read the API docs Request an integration

Feature detail