# Sync payment and customer data between Stripe and Pipedrive: n8n workflow

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

Source: https://millionrounds.com/workflow/sync-payment-and-customer-data-between-stripe-and-pipedrive (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# 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

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsync-payment-and-customer-data-between-stripe-and-pipedrive)

**11 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Logic 4 Service 6

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

- 1 **Get customers** Stripe *Service*
- 2 **Every day at 8 am** Cron *Starts it*
- 3 **Rename fields and keep only needed fields** Set *Logic*
- 4 **Get last execution timestamp** Function Item *Service*
- 5 **Add customer name to charge data** Merge *Logic*
- 6 **Search for charges in Stripe** Http Request *Service*
- 7 **Search organisation** Pipedrive *Service*
- 8 **Add organisation Information to charge data** Merge *Logic*
- 9 **Split array of charges to items** Item Lists *Logic*
- 10 **Create note with charge information** Pipedrive *Service*
- 11 **Set new last execution timestamp** Function Item *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsync-payment-and-customer-data-between-stripe-and-pipedrive)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Pipedrive](https://millionrounds.com/workflows?service=Pipedrive#library)[Stripe](https://millionrounds.com/workflows?service=Stripe#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Send branded PDF receipts for Stripe payments with PDFMint** 11 steps · Gmail, Google Drive](https://millionrounds.com/workflow/send-branded-pdf-receipts-for-stripe-payments-with-pdfmint)
- [**Stripe to Attio: Subscription Management & Revenue Tracking** 11 steps · Slack, Stripe](https://millionrounds.com/workflow/stripe-to-attio-subscription-management-and-revenue-tracking)
- [**Automated revenue predictions from Stripe data with OpenAI** 11 steps · calls a model · Google Sheets, Pinecone](https://millionrounds.com/workflow/automated-revenue-predictions-from-stripe-data-with-openai)
- [**Automate Stripe customer data transfer to KlickTipp** 12 steps · Stripe](https://millionrounds.com/workflow/automate-stripe-customer-data-transfer-to-klicktipp)
- [**Create QuickBooks Online customers with Stripe** 10 steps · Stripe](https://millionrounds.com/workflow/create-quickbooks-online-customers-with-stripe)
- [**Generate Stripe invoice PDFs with PDFops and Gmail** 12 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-stripe-invoice-pdfs-with-pdfops-and-gmail)