Library / CRM & Sales Pipeline
CRM & Sales Pipeline
Sync Stripe Customers and Charges to Pipedrive
On a schedule, it reads Stripe customers and charges, matches them to Pipedrive organisations and adds the payment information.
What it does
# Stripe Workflow ## Overview Automated workflow: Stripe Workflow. This workflow processes data and performs automated tasks. ## Workflow Details - Total Nodes: 14 - Node Types: 10 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Get customers: stripe - Rename fields and keep only needed fields: set - Add customer name to charge data: merge - Search organisation: pipedrive - Add organisation Information to charge data: merge - Create note with charge information: pipedrive - Get last execution timestamp: functionItem - Set new last execution timestamp: functionItem - Split array of charges to items: itemLists - Search for charges in Stripe: httpRequest - ... and 4 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible
The steps
- Get customers
- Rename fields and keep only needed fields
- Add customer name to charge data
- Search organisation
- Add organisation Information to charge data
- Create note with charge information
- Get last execution timestamp
- Set new last execution timestamp
- Split array of charges to items
- Search for charges in Stripe
- Every day at 8 am
- Error Handler
- Error Handler for b866ba46
- Error Handler
21 steps in total.
Similar automations