Use Cases
- Automate daily retrieval of customer charge data from Stripe.
- Create notes in Pipedrive for every successful charge.
- Link customer charges to their respective organizations in Pipedrive.
- Enhance visibility of customer transactions for sales teams.
How It Works
Triggers daily at 8 AM to initiate the workflow. Retrieves all customer data from Stripe. Processes customer data to retain only necessary fields. Searches for charges in Stripe based on the last execution timestamp. Links charge data with customer names and organization information. Creates notes in Pipedrive with charge details.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Stripe and Pipedrive credentials.
- 3Adjust any necessary parameters for your specific use case.
- 4Activate the workflow to start daily execution.
Apps Used
Stripe
Pipedrive
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation