SplitOut Automate

Used with SplitOut, this automated workflow retrieves the latest checkout sessions from the past 20 days, filters contacts based on specific custom fields like nickname and job title, and organizes data for easier visualization. It simplifies data management and enhances insights, making it easier to target and analyze key customer information.

7/8/2025
7 nodes
Simple
manualsimplesplitoutsticky notefilterapiintegration
Categories:
Manual TriggeredSimple Workflow
Integrations:
SplitOutSticky NoteFilter

Target Audience

This workflow is ideal for:
- E-commerce Managers: Who need to analyze customer checkout sessions to improve sales strategies.
- Marketing Teams: Looking to filter and segment customer data based on specific custom fields for targeted campaigns.
- Data Analysts: Who require a streamlined process to retrieve and visualize data from Stripe for reporting purposes.
- Business Owners: Interested in understanding customer behavior and preferences through detailed checkout session analysis.

Problem Solved

This workflow addresses the challenge of retrieving and analyzing checkout sessions from Stripe over a specific time frame (last 20 days) while allowing users to filter results based on custom fields such as nickname and job title. It automates the data retrieval process and provides a structured way to visualize relevant customer data, enhancing decision-making capabilities.

Workflow Steps

  • Trigger: The workflow is manually triggered by the user.
    2. Retrieve Checkout Sessions: It calls the Stripe API to get the latest checkout sessions created in the last 20 days.
    3. Split Data: The retrieved data is split into separate nodes for easier handling and visualization.
    4. Filter Custom Fields: The workflow filters the data to include only those sessions that have specific custom fields filled out (like nickname and job title).
    5. Final Output: The filtered data can then be used for further analysis or reporting.

    • Customization Guide

    Users can customize this workflow by:
    - Adjusting the Time Frame: Modify the gte and lte values in the Stripe API request to change the period for which checkout sessions are retrieved.
    - Changing Filter Conditions: Update the conditions in the Filter by custom_field node to include different custom fields or modify existing ones.
    - Adding More Nodes: Integrate additional nodes for further processing, such as sending notifications or storing data in other databases.
    - Styling Sticky Notes: Customize the content and appearance of the sticky notes to provide clearer instructions or notes relevant to their specific use case.