Stripe Automate

Automate daily customer charge tracking on Stripe, integrating with Pipedrive to create detailed notes on successful transactions. This workflow runs every day at 8 AM, ensuring timely updates and streamlined record-keeping, enhancing your financial oversight and customer relationship management.

7/8/2025
11 nodes
Complex
schedulecomplexstripepipedrivefunctionitemitemlistsautomationadvancedcodecustomapiintegration
Categories:
Schedule TriggeredComplex WorkflowBusiness Process AutomationCRM & Sales
Integrations:
StripePipedriveFunctionItemItemLists

Target Audience

This workflow is ideal for:
- Small to Medium Business Owners: Automate customer management and charge tracking to save time and reduce manual errors.
- Finance Teams: Keep track of customer charges and integrate them seamlessly with Pipedrive for better organization.
- Developers and Automation Enthusiasts: Those looking to integrate Stripe and Pipedrive through n8n without extensive coding.
- Sales Teams: Enhance customer relationship management by linking charge data with organization information.

Problem Solved

This workflow addresses the challenge of managing customer charges and integrating that data with organizational information in Pipedrive. It automates the process of retrieving customer data from Stripe, searching for corresponding organizations, and creating notes with charge details, thereby reducing manual effort and increasing accuracy in record-keeping.

Workflow Steps

  • Trigger: The workflow is scheduled to run daily at 8 AM.
    2. Get Last Execution Timestamp: It retrieves the last execution timestamp to ensure only new charges are processed.
    3. Fetch Customers from Stripe: It retrieves all customers from Stripe to gather necessary data.
    4. Rename and Filter Fields: Only the relevant fields (customer name and ID) are retained for further processing.
    5. Search for Charges in Stripe: The workflow queries Stripe for all charges created after the last execution timestamp that have a status of 'succeeded'.
    6. Split Charges into Items: The list of charges is split into individual items for processing.
    7. Add Customer Name to Charge Data: Each charge is enriched with the corresponding customer name.
    8. Search for Organization in Pipedrive: For each customer, it searches Pipedrive to find the related organization.
    9. Merge Organization Information: The organization details are merged with the charge data.
    10. Create Note in Pipedrive: A note is created in Pipedrive containing the charge information, including the amount (in USD) and currency.
    11. Update Last Execution Timestamp: Finally, the workflow updates the last execution timestamp for future reference.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Trigger Time: Adjust the schedule to run at different times or frequencies based on business needs.
    - Changing Fields: Add or remove fields in the Rename fields and keep only needed fields step to customize the data retained from Stripe.
    - Adjusting Charge Search Parameters: Modify the query in the Search for charges in Stripe step to filter charges by different criteria (e.g., status, amount).
    - Customizing Note Content: Change the content format in the Create note with charge information step to include additional details or change the presentation style.
    - Adding More Integrations: Integrate with additional tools or services as required by adding new nodes to the workflow.