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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

  1. Get customers
  2. Rename fields and keep only needed fields
  3. Add customer name to charge data
  4. Search organisation
  5. Add organisation Information to charge data
  6. Create note with charge information
  7. Get last execution timestamp
  8. Set new last execution timestamp
  9. Split array of charges to items
  10. Search for charges in Stripe
  11. Every day at 8 am
  12. Error Handler
  13. Error Handler for b866ba46
  14. Error Handler

21 steps in total.

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