This workflow automates the process of retrieving recent successful charges from Stripe, enriching this data with customer and organization information, and creating detailed notes in Pipedrive. Scheduled to run daily at 8 am, it helps businesses keep track of customer transactions and related organization details systematically.
The workflow begins with a cron trigger that activates daily at 8 am. It then fetches all customers from Stripe and extracts only essential fields such as customer name and ID. Next, it searches for charges created after the last execution timestamp, filtering for successful transactions. These charges are split into individual items for processing.
For each charge, the workflow adds the customer name, then searches for the corresponding organization in Pipedrive using that name. It merges the organization data with the charge details, creating a comprehensive profile.
Finally, a note is generated in Pipedrive containing the charge amount, currency, and description, linked to the organization. Throughout the process, the workflow updates the last execution timestamp, ensuring that only new charges are processed during each run.
This automation streamlines revenue tracking, customer relationship management, and financial record-keeping, making it ideal for businesses looking to automate their invoicing and customer communication workflows effectively.
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