The TrustPager ecommerce feature lets you build a store, add products from your catalog, and manage every order through a dedicated CRM pipeline. Taking live payments requires your workspace Stripe account to be connected first — once it is, checkout runs through your connected account automatically.
The management console is at https://app.trustpager.com/growth/ecommerce.
Create a store
- Go to https://app.trustpager.com/growth/ecommerce and click New store.
- Give it a name (e.g. "Online Shop" or "Merch Store").
- Click Create. TrustPager creates the store and automatically generates a dedicated CRM pipeline for it named [Store name] Orders. That pipeline has six stages out of the box: New order, Paid, Processing, Shipped, Delivered, and Cancelled / Refunded.
You can see and edit the pipeline directly under Pipelines at any time. The pipeline is shared — any change you make there is reflected in the store's Orders view and vice versa.
Add products to your catalog
Once the store exists, open the Manage tab and then Catalog. Click Add product and search your existing Products catalog. Any product already in https://app.trustpager.com/settings/products is available to add here. Select it and it appears in the store's catalog.
If a product does not exist yet, create it in the Products catalog first, then add it to the store. See https://www.trustpager.com/help-center/manage-product-catalog for how to build your catalog.
Manage orders
The Orders tab is a full CRM kanban board for the store's pipeline. Each incoming order becomes an opportunity automatically and drops into New order.
- Move orders through stages by dragging cards or clicking into an order and changing the stage from the detail panel.
- Run automations on a stage using the ⚡ button on any stage column. For example, trigger a confirmation email automatically when an order reaches Paid, or send a shipping notification when it reaches Shipped.
- Open any order to see the full opportunity detail: products ordered, contact, notes, timeline, and linked invoices.
Because each order is a standard opportunity, all the usual CRM tools apply: tasks, notes, files, automations, custom fields, and invoices.
Store settings
Under the Manage tab, open Settings to configure:
- Currency — the currency displayed on your store's checkout.
- GST / tax — whether tax is applied to orders.
- Fulfilment pipeline — confirms which CRM pipeline is tied to this store.
Connect Stripe to take payments
To take live payments, connect your workspace's Stripe account at https://app.trustpager.com/settings/integrations. Once connected, checkout runs through your Stripe account. Customers pay on your connected Stripe checkout page and their order is automatically recorded in TrustPager.
For full details on connecting Stripe and generating payment links, see https://www.trustpager.com/help-center/stripe-connect-invoices.
Delete a store
To delete a store, go to Manage > Settings and scroll to the Danger zone. Type the store name to confirm, then click Delete store. This removes the store and its catalog links. Existing orders (opportunities) in the pipeline are preserved.
Permissions
Access to the ecommerce feature is controlled by the ecommerce:read, ecommerce:write, and ecommerce:delete scopes. Workspace admins can assign these at https://app.trustpager.com/settings/permissions just like any other scope.
