Automation library · Money admin

Sync payment and customer data between Stripe and Pipedrive

Started by a clock, and works across Pipedrive and Stripe. 11 steps: a working afternoon to understand properly.

Medium

11 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Logic 4Service 6

The steps in the order they run, from what starts it.

  1. 1Get customersStripeService
  2. 2Every day at 8 amCronStarts it
  3. 3Rename fields and keep only needed fieldsSetLogic
  4. 4Get last execution timestampFunction ItemService
  5. 5Add customer name to charge dataMergeLogic
  6. 6Search for charges in StripeHttp RequestService
  7. 7Search organisationPipedriveService
  8. 8Add organisation Information to charge dataMergeLogic
  9. 9Split array of charges to itemsItem ListsLogic
  10. 10Create note with charge informationPipedriveService
  11. 11Set new last execution timestampFunction ItemService

How it's built

Starts on
A clock
Steps
11
Size
Medium: a working afternoon
Connects to
Pipedrive, Stripe
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Pipedrive and Stripe accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 11 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 11 steps before you point it at anything that matters.