ManualTrigger Automate

For ManualTrigger Automate, this workflow syncs your monthly invoice PDFs from Stripe to an AWS S3 bucket, organizing them by year and month. It automates the retrieval and upload process, ensuring that all invoices created after a specified date are efficiently stored. Enjoy seamless integration and reliable scheduling for your financial documents.

7/8/2025
17 nodes
Complex
schedulecomplexsplitoutstopanderrorsticky noteschedule triggerawss3automationadvancedlogicconditionalapiintegrationcron
Categories:
Schedule TriggeredComplex WorkflowCloud Storage & File Management
Integrations:
SplitOutStopAndErrorSticky NoteSchedule TriggerAwsS3

Target Audience

This workflow is designed for:
- Accountants: Who need to automate the process of syncing invoices from Stripe to an AWS S3 Bucket.
- Finance Teams: Looking for a streamlined solution to manage and store invoice PDFs efficiently.
- Developers: Interested in integrating automated workflows with APIs and cloud storage solutions.
- Small Business Owners: Who want to simplify their financial processes without manual intervention.

Problem Solved

This workflow addresses the challenge of manually downloading and organizing invoice PDFs from Stripe. It automates the process of fetching invoices created in the previous month, ensuring that all relevant documents are stored securely in an AWS S3 Bucket, thus saving time and reducing the risk of human error.

Workflow Steps

  • Trigger: The workflow can be triggered manually by clicking 'Test workflow' or automatically on the first day of each month.
    2. Set Environment Variables: Initializes necessary variables such as year, month, subFolder, and bucketName for the S3 storage.
    3. Fetch Invoices: Makes an API call to Stripe to retrieve all invoices created in the previous month, limiting the results to 100 invoices.
    4. Filter Invoices: Filters the fetched invoices to only include those that are labeled as 'invoice'.
    5. Download PDFs: For each invoice, it downloads the corresponding PDF from Stripe.
    6. Generate S3 Path: Constructs the S3 path for each invoice PDF based on the year, month, and any specified subfolder.
    7. Upload to S3: Uploads the downloaded PDF files to the specified S3 bucket, ensuring they are organized by year and month.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Environment Variables: Change the bucketName and subFolder in the ENV* node to suit your storage preferences.
    - Adjusting Date Filters: Alter the date range in the Get all Invoices* node to fetch invoices from different periods.
    - Changing File Naming Conventions: Update the path generation logic in the Set-Subpath node to modify how files are named and organized in S3.
    - Adding More Nodes: Enhance the workflow by adding more nodes for additional processing or notifications after the upload is complete.