This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization.
Prerequisites
How it works
- Cron node triggers the workflow every day at 8 a.m.
- HTTP Request node searches for payments in Stripe.
- The Item Lists node creates separate items from a list of payment data.
- Merge node takes in the payment data as an input 1.
- Stripe node gets all the customers data.
- Set node renames customer-related data fields and keeps only needed fields.
- Merge node takes in the customer data as an input 2.
- Merge node combines the payment data with the customers one.
- Pipedrive node searches for the organization and creates a note with payment data.