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Library / Finance, Invoices & Accounting

Finance, Invoices & Accounting

Sync Stripe Charges to HubSpot Contacts

On a schedule, it totals Stripe charges per customer and creates or updates the matching HubSpot contacts with the amounts.

What it does

## Sync Stripe charges to HubSpot contacts This workflow pushes Stripe charges to HubSpot contacts. It uses the Stripe API to get all charges and the HubSpot API to update the contacts. The workflow will create a new HubSpot property to store the total amount charged. If the property already exists, it will update the property. ### How it works 1. On a schedule, the first Stripe node gets all charges. The default schedule is once a day at midnight. 2. Once the charges are returned, the second Stripe node gets extra customer information. 3. Once the customer information is returned, Merge data node will merge the customer information with the charges so that the next node Aggregate totals can calculate the total amount charged per contact. 4. Once we have the total amount charged per contact, the Create or update customer node will create a new HubSpot property to store the total amount charged. If the property already exists, it will update the property. Workflow written by [David Sha]({{ $env.WEBHOOK_URL }}

The steps

  1. If charge has customer
  2. Get customer
  3. On schedule
  4. Remove duplicate customers
  5. Aggregate `amount_captured`
  6. Aggregate totals
  7. Create or update customer
  8. Merge data
  9. Get all charges
  10. Get HubSpot field
  11. Create field in HubSpot
  12. Configure
  13. Skip field checking
  14. Do nothing

34 steps in total.

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