Stripe Invoice Payment: Update HubSpot and Notify Slack Team
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Automatically updates HubSpot deals and notifies the team in Slack upon successful Stripe invoice payments.
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About This Workflow
Overview
This workflow monitors for new Stripe invoice payments. Upon successful payment, it attempts to find a corresponding deal in HubSpot using the PO Number. If a deal is found, it's updated to 'Paid'. If no PO number is present in the Stripe invoice, or if no matching deal is found in HubSpot, specific Slack notifications are sent to the 'team-accounts' channel.
Key Features
- Triggers on new Stripe invoice payment success.
- Searches HubSpot for deals based on PO number.
- Updates HubSpot deal status to 'Paid'.
- Sends customized Slack notifications for successful updates, missing PO numbers, and unfindable deals.
- Includes detailed transaction information in Slack messages.
How To Use
- Stripe Trigger: Configure the
When Invoice Paidnode with your Stripe credentials and set the event toinvoice.payment_succeeded. - HubSpot Search: Connect the
Find Deal based on PO Numbernode using your HubSpot credentials. Ensure the PO Number is correctly mapped from the Stripe invoice data. - Conditional Logic: Set up the
If no PO NumberandIf no deal found for POnodes to handle scenarios where a PO number is missing or no matching deal is found. - HubSpot Update: Configure the
Update Deal to Paidnode to mark the deal as paid in HubSpot if found. - Slack Notifications: Connect all relevant Slack nodes (
Send invoice paid message,Send no PO Message,Send Deal not found message) using your Slack credentials. Customize the message content and channel as needed. - Error Handling: The
Error Handlernode is included for robustness.
Apps Used
Workflow JSON
{
"id": "03a40b8b-6080-4d28-8efa-8186a30d7b9c",
"name": "Stripe Invoice Payment: Update HubSpot and Notify Slack Team",
"nodes": 0,
"category": "CRM & Payments",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 03a40b8b-6080...
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