HTTP Request and Stripe integration

Who this workflow is for Accounting and bookkeeping firms needing automated invoice creation and payment reminders. What this workflow does AI generates personalized emails for overdue invoices, logs invoice info in Google Sheets, notifies accountants via Slack, creates PDF invoices, and schedules follow-ups. How the workflow works Invoice creation triggers workflow AI drafts personalized email Routes based on payment status Logs invoice info in Google Sheets Sends Slack notifications to accountant Sends email to client Generates PDF invoice Schedules follow-up events Optional CRM/accounting tool integration Author: Hyrum Hurst, AI Automation Engineer Company: QuarterSmart Contact: [email protected]

How It Works This workflow automates financial reconciliation by orchestrating multiple AI agents to detect mismatches, analyze root causes, and apply corrections across bank statements, invoices, and e-commerce platforms. Designed for finance teams, accountants, and business owners managing high transaction volumes, it eliminates manual reconciliation tedious work that typically consumes hours weekly. The system retrieves financial data from Stripe, banking APIs, and e-commerce platforms, then feeds it to specialized AI agents: one detects discrepancies using pattern recognition, another performs root cause analysis, and a third generates ledger corrections. An orchestrator agent coordinates these specialists, ensuring systematic processing. Results are logged to Google Sheets and trigger email notifications for critical issues, creating an audit trail while reducing reconciliation time from hours to minutes with 95%+ accuracy. Setup Steps Configure Stripe API credentials in "Get Stripe Transactions" node Add banking API authentication for "Get Bank Feed Data" node Connect e-commerce platform (Shopify/WooCommerce) credentials Input NVIDIA API key for all OpenAI Model nodes Set OpenAI API key in Orchestrator Agent Configure Gmail credentials for notification node Prerequisites NVIDIA API access, OpenAI API key, Stripe account Use Cases Monthly financial close automation, daily transaction reconciliation Customization Modify detection thresholds, add custom financial data sources Benefits Reduces reconciliation time by 90%, eliminates manual data entry errors

How It Works Consolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize income transactions, calculates reporting-period totals, and generates tax-compliant CSV and XML submissions. Designed for e-commerce businesses, SaaS companies, and multi-channel retailers managing complex revenue streams, it eliminates manual reconciliation, reduces filing errors, and speeds up financial reporting by automating the entire pipeline from data collection to government submission. Setup Steps Connect Stripe/PayPal/Shopify accounts with API keys to respective nodes. Configure bank feed authentication Set OpenAI credentials for AI Income Categorizer node. Link Google Drive and Gmail Add government tax API endpoint and authentication credentials. Prerequisites Stripe, PayPal, Shopify, or bank APIs; OpenAI account; Google Workspace; Use Cases Quarterly tax preparation for e-commerce; multi-channel revenue reconciliation; Customization Modify normalization rules per jurisdiction; add expense categories to AI prompt; Benefits Eliminates manual reconciliation; reduces tax filing time by 80%; improves accuracy;

How It Works This workflow automates monthly revenue aggregation from multiple financial sources, including Stripe, PayPal, Shopify, and bank feeds, while delivering intelligent tax forecasting through GPT-4–based structured analysis. It systematically retrieves revenue data, consolidates disparate datasets into a unified view, and applies GPT-4 to predict upcoming tax obligations with greater accuracy. The system then generates clearly formatted, audit-ready reports and automatically distributes tax projections to designated agents via Gmail, while securely storing all outputs in Google Sheets to maintain traceable audit trails. Designed for tax professionals, accounting firms, and finance teams, it enables accurate predictive tax planning and supports a proactive compliance strategy without the need for manual calculations or spreadsheet-driven analysis. Setup Steps Connect Stripe, PayPal, Shopify credentials via n8n authentication. Configure OpenAI GPT-4 API key for structured tax analysis. Connect Gmail account for report distribution and Google Sheets. Set monthly trigger schedule and customize tax category rules. Prerequisites Stripe, PayPal, Shopify, or bank feed accounts; OpenAI API key; Gmail account; Google Sheets. Use Cases Accounting firms automating quarterly tax prep for multiple clients Customization Modify revenue sources, adjust GPT-4 prompts for specific tax scenarios Benefits Eliminates manual tax calculations, reduces forecasting errors

This workflow instantly sends successful Stripe Checkout payments to RD Station Marketing by creating an Order & Payment Event for every confirmed transaction. It’s ideal for businesses that want to automate lead tracking, unify customer data, and trigger marketing automation flows at the moment of sale. Who’s it for This template is designed for online sellers, course creators, SaaS businesses, and marketers who use Stripe Checkout for payments and RD Station Marketing for lead management and automation. If you want real-time revenue data inside RD Station without manual work, this workflow is for you. How it works Stripe triggers the workflow whenever a Checkout Session is completed. The workflow checks the payment status and retrieves the list of purchased items. A new Order & Payment Event is sent to RD Station Marketing using the community node. You can extend the workflow to include customer details captured during checkout. How to set up Edit the Stripe Trigger and getItems nodes with your Stripe API keys. Add your RD Station Marketing credentials in the send2RDMKT node. In production, copy the workflow’s webhook URL and add it to your Stripe Webhook settings. Test the workflow with a real or test payment. Requirements A Stripe account and valid API keys An RD Station Marketing account Installation of the community node: RD Station Marketing for n8n Disclaimer: This workflow requires a self-hosted n8n instance because it uses a community node. How to customize the workflow You can extend the payload sent to RD Station Marketing to include additional fields such as customer name, email, coupon codes, or metadata collected in Stripe Checkout. Feel free to add routers, conditionals, or enrichment nodes depending on your marketing logic.

Automated Stripe Payment to QuickBooks Sales Receipt This n8n workflow seamlessly connects Stripe and QuickBooks Online to keep your accounting in perfect sync. Whenever a payment in Stripe succeeds, the workflow automatically checks if the corresponding customer exists in QuickBooks. If found, it instantly creates a Sales Receipt under that customer. If not, it creates the customer first — then logs the sale. Key Features: ⚡ Real-Time Sync: Automatically triggers when a Stripe payment intent succeeds. 👤 Smart Customer Matching: Searches for existing customers in QuickBooks to prevent duplicates. 🧾 Automated Sales Receipts: Creates accurate sales records for every successful Stripe payment. 🔄 End-to-End Automation: Handles customer creation, receipt generation, and data consistency without manual entry. Requirements: A running n8n instance, active Stripe and QuickBooks Online accounts with API access.

Community Node Disclaimer: This workflow uses KlickTipp community nodes. How It Works This workflow listens for new or updated customers and for checkout confirmations in Stripe and automatically creates or updates contacts in KlickTipp, enriching profiles for segmentation and automated messaging. Tags are applied dynamically: high-value orders (≥100) get a Premium Customer tag, and purchases with certain SKUs (e.g., clothing) receive product-based tags. The process keeps your database clean, accurate, and updated in real time for targeted campaigns. Perfect for digital product sellers, course creators, and service providers seeking an end-to-end automated sales confirmation process. Setup Instructions KlickTipp Preparation Prepare custom fields Products (Text) Total (Decimal Number) Payment ID (Text) Receipt URL (URL) Prepare tags: Premium customer Clothing buyer Credential Configuration Connect your Stripe account using an API key from the Stripe Dashboard. Authenticate your KlickTipp connection with username/password credentials (API access required). Customization Launch upsell or membership campaigns using tags. Use KlickTipp placeholders ([[Stripe | Products]], [[Stripe | Total]], etc.) for dynamic emails. Route buyers to portals (e.g., Memberspot, Mentortools). Trigger CRM, Slack notification, or invoice creation.

Streamline Your Zoom Meetings with Secure, Automated Stripe Payments This comprehensive workflow automates the entire process of setting up a paid online event, from scheduling a Zoom meeting and creating a Stripe payment link to tracking participants and sending confirmation emails. How it Works This workflow has two primary, distinct branches: Event Creation and Participant Registration. Event Creation Flow (Triggered via Form): An administrator submits details (title, price, date/time) via a form. The workflow creates a new Zoom meeting with a unique password. It creates a Stripe Product and a Payment Link. A dedicated Google Sheet tab is created for tracking participants. An email is sent to the event organizer with all the details, including the Zoom link, payment link, and participant list URL. Participant Registration Flow (Triggered via Stripe Webhook): A webhook is triggered when a Stripe payment is completed (checkout.session.completed). The participant's details are added to the dedicated Google Sheet tab. A confirmation email is sent to the participant with the Zoom link and password. A notification email is sent to the event organizer about the new registration. Use Cases Webinar Sales**: Automate setup and registration for paid webinars. Consulting/Coaching Sessions**: Streamline the booking and payment process for group coaching calls. Online Classes**: Handle registration, payment, and access distribution for online courses or classes. Setup Instructions Credentials: Add credentials for: Zoom: For creating the meeting. Google: You need both Gmail and Google Sheets credentials. Stripe: For creating products and handling payment webhooks. Google Sheet: Create a new, blank Google Sheet to hold meeting and participant information. Config Node: Fill the Config node with: currency (e.g., EUR). sheet_url (the URL of the Google Sheet you created). teacher_email (the organizer/host's email). Workflow Logic The workflow splits into two logical parts handled by an if node: Part A: Event Creation (Triggered by Creation Form) Trigger: Creation Form (Form Trigger). Check: if is creation flow (If) evaluates to true. Zoom: Create Zoom meeting creates the session. Stripe Product: Create Stripe Product creates a product and price in Stripe. Stripe Link: Create payment link generates the public payment link, embedding Zoom and sheet metadata. Google Sheet: Create participant list creates a new sheet tab for the event. Email Host: Send email to teacher notifies the host of the successful setup. Part B: Participant Registration (Triggered by On payment) Trigger: On payment (Stripe Trigger - checkout.session.completed). Format: Format participant extracts customer details. Google Sheet: Add participant to list appends the new participant's info to the event's sheet. Email Participant: Send confirmation to participant sends the Zoom access details. Email Host: Notify teacher sends a registration alert. Node Descriptions | Node Name | Description | |-----------|-------------| | Creation Form | A form trigger used to input the event's required details (title, price, start date/time). | | On payment | A Stripe trigger that listens for the checkout.session.completed event, indicating a successful payment. | | Create Zoom meeting | Creates a new Zoom meeting, calculating the start time based on the form inputs. | | Create Stripe Product | Posts to the Stripe API to create a new product and price based on the form data. | | Create payment link | Creates a Stripe Payment Link, embedding Zoom meeting and Google Sheet ID metadata. | | Create participant list | Creates a new tab (named dynamically) in the configured Google Sheet for event tracking. | | Add participant to list | Appends a new row to the event's Google Sheet tab upon payment completion. | | Send email to teacher / Notify teacher | Sends emails to the host/organizer for creation confirmation and new participant registration, respectively. | | Send confirmation to participant | Sends the welcome email to the paying customer with the Zoom access details retrieved from the Stripe metadata. | Customization Tips Email Content**: You are encouraged to adapt the email contents in the Gmail nodes to fit your branding and tone. Currency**: Change the currency in the Config node. Zoom Password**: The password is set to a random 4-character string; you can modify the logic in the Create Zoom meeting node. Stripe Price**: The price is sent to Stripe in the smallest currency unit (e.g., cents, * 100). Suggested Sticky Notes for Workflow Setup**: "Add Your credentials [Zoom, Google, Stripe]. Note: For Google, you need to add Gmail and Google Sheet. Create a new Google Sheet. Keep this sheet blank for now. And fill the config node." Creation Form**: "Your journey to easy event management starts here. Click this node, copy the production URL, and keep it handy. It's your personal admin tool for quickly creating new meetings." Customize**: "Feel free to adapt email contents to your needs." Config**: "Setup your flow". Required Files 2DT5BW5tOdy87AUl_Streamline_Your_Zoom_Meetings_with_Secure,_Automated_Stripe_Payments.json: The n8n workflow export file. A new, blank Google Sheet (URL configured in the Config node). Testing Tips Test Creation**: Run the Creation Form to trigger the Part A flow. Verify that a Zoom meeting and Stripe Payment Link are created, a new Google Sheet tab appears, and the host receives the setup email. Test Registration**: Simulate a successful payment to the generated Stripe link to trigger the Part B flow. Verify that the participant is added to the Google Sheet, receives the confirmation email with Zoom details, and the host receives the notification. Suggested Tags & Categories #Stripe #Zoom #Payment #E-commerce #GoogleSheets #Gmail #Automation #Webinar

WhatsApp AI Assistant for Clinic Appointment Booking Automate your entire appointment lifecycle with an intelligent AI assistant that lives on WhatsApp. This workflow empowers any clinic or independent practitioner to manage bookings, take payments, and send reminders without manual intervention, using Google Sheets as a simple database. This template handles everything from the initial booking conversation to sending the final reminder, allowing you to focus on your patients, not your schedule. Features 🤖 Conversational AI Booking: A Google Gemini-powered agent guides patients through booking, rescheduling, and canceling appointments in a natural, friendly chat. 🗓️ Smart Scheduling: The AI checks for available slots based on your working hours and existing appointments in Google Sheets, preventing double-bookings. 🔔 Automated Reminders: A daily trigger automatically sends WhatsApp reminders to patients for their appointments on that day, reducing no-shows. 💳 Seamless Payments: Integrated with Stripe to handle online payments. The workflow sends a confirmation message upon successful payment. 📊 Centralized Management: Uses a single Google Sheet with separate tabs for Patients, Appointments, and Configuration, making it easy to view and manage all your data. 🔄 Easy Rescheduling & Cancellations: Patients can manage their own bookings through the WhatsApp chat, and all changes are instantly reflected in your Google Sheet. Prerequisites Before you begin, you will need the following accounts and credentials: n8n Account: A running n8n instance (cloud or self-hosted). WhatsApp Business Account: Access to the WhatsApp Cloud API. Google Account: For using Google Sheets and the Google Gemini (AI) API. Stripe Account: To process online payments. n8n Credentials: You must configure credentials in your n8n instance for: WhatsApp Cloud API Google Sheets (OAuth2) Google Gemini API Stripe Setup Instructions Follow these steps carefully to get your automated assistant up and running. Step 1: Set Up Your Google Sheet This workflow relies on a specific Google Sheet structure. Create a new Google Sheet. Rename the sheet to something memorable, like "Clinic Appointments". Create three tabs at the bottom with the exact names: Patients, Appointments, and Config. Set up the columns for each tab as follows (the header names must be an exact match): Patients tab: patient_id, whatsapp_number, name, age, gender Appointments tab: appointment_id, patient_id, whatsapp_number, date, time, payment_method, payment_status, status, stripe_payment_intent Config tab: key, value (Add a row with working_hours as the key and a value like 10:00-18:00) Step 2: Configure the Workflow Nodes Now, you'll link the workflow to your accounts and your new Google Sheet. Update All Google Sheets Nodes: Go through every Google Sheets node in the workflow (e.g., "Get Appointment sheet", "Add Patient", "Google Sheets Trigger") and do the following: Select your Google Sheets credential from the dropdown. In the Document ID field, paste the ID of your Google Sheet. Select the correct sheet (Appointments, Patients, etc.) from the Sheet Name dropdown. Update All WhatsApp Nodes: Go through every WhatsApp node (e.g., "Send message", "WhatsApp Trigger", "Send Payment Confirmation"): Select your WhatsApp credential. Enter your Phone Number ID from your Meta for Developers account. Update AI & Stripe Nodes: In the Google Gemini Chat Model nodes, select your Google Gemini credential. In the Stripe Trigger node, select your Stripe credential. Step 3: Activate the Workflow Click Save to apply your changes. Click the Activate toggle in the top-right corner to turn the workflow on. Your AI appointment assistant is now live! Send a message to your WhatsApp number to begin testing. Customization Change Reminder Time: To change the daily reminder time, open the Schedule Trigger node and adjust the hour from the default of 8 AM. Edit AI Personality: To modify how the AI communicates, edit the system message in the AI Agent node (the one connected to the WhatsApp Trigger). You can change its tone, instructions, or language.

💳 Automate Digital Product Sales & Delivery with Stripe and Email Turn Your Automations into Revenue Sell on n8n using Stripe (Fully Automated Delivery) Stop manually sending files after payment or struggling with clunky checkout flows. Instead of paying ~10% platform fees, you keep control of your sales, your brand, and your files — while giving buyers a smooth, professional experience. 💡 Turn Stripe into your own Gumroad alternative — sell and deliver workflows instantly. This workflow gives you a ready-made storefront system: customers pay via Stripe, and your n8n template is delivered instantly by email with setup guidelines and video instructions. Instant delivery** → No waiting, customers receive their purchase within seconds. No manual work** → Payment verification, file delivery, and confirmation emails are all automated. Professional experience** → Clean emails with branded HTML, Loom walkthroughs, and receipts. Scalable sales** → Sell 1 or 100 templates without adding workload. Who Benefits Most ✅ Automation creators: Sell your n8n templates without coding a shop. ✅ Freelancers & consultants: Package your workflows as digital products. ✅ Agencies: Offer prebuilt automations to clients on autopilot. ✅ SaaS builders: Add a self-serve template store for upsells. “Stop giving 10% of every sale to marketplaces. Keep your profit.” What It Does for You Customer pays securely. Logs the purchase for easy tracking. Pulls the correct workflow. Sends a personalized HTML email with: Workflow JSON file attached. Installation & setup guidelines. Walkthrough video link. Support contact details. Sends you (the seller) an instant purchase notification. Why This Template Instead of Building It Yourself Save 25–40 hours** of coding, testing, and Stripe API integration. Avoid errors in file delivery, duplicate checkouts, and failed notifications. Get a production-ready digital delivery system you can brand and deploy in minutes. Customize effortlessly → add more products, change branding, or connect CRM. Proven flow: already tested (and using ourselves). Requirements n8n (self-hosted or cloud). Active Stripe account with API key. Access for file storage & logging. An email account for delivery. Bottom Line 💡 If you sell even one automation template, this workflow pays for itself. Instead of manually emailing JSON files, every customer gets a smooth, Amazon-like experience: they pay → they instantly receive → you scale without lifting a finger. 👉 By purchasing, you get: Full workflow JSON file. Email delivery with setup guidelines. Contact Us** via [email protected].

Description Automate B2B order invoicing by fetching orders from Airtable, validating paid B2B entries, creating Stripe customers and invoices, finalizing invoices, and logging structured invoice data into Google Sheets. This workflow ensures seamless B2B billing, centralized record-keeping, and reduces manual errors in financial operations. ⚡💳📊 What This Template Does Triggers hourly to check for new B2B orders. ⏱️ Fetches order data from Airtable (Orders table). 📥 Filters only paid orders with “B2B” tag. ✅ Creates a corresponding Stripe customer from order details. 👤 Processes order line items for invoicing. 📦 Creates a Stripe invoice with due date and payment terms. 🧾 Finalizes the invoice automatically. ✔️ Formats invoice details (totals, due dates, customer info, links). 🔄 Logs structured invoice data into Google Sheets for tracking. 📊 Key Benefits Fully automates B2B invoicing workflow from orders to finalized invoices. 🔄 Ensures all invoices are linked, structured, and logged in Sheets. 🧾 Reduces manual effort and eliminates data entry errors. ⚡ Maintains centralized invoice tracking for finance teams. 📂 Creates a consistent billing flow integrated with Stripe. 💳 Features Hourly Trigger – Continuously monitors Airtable for new/updated orders. Airtable Integration – Fetches order details automatically. Conditional Filter – Processes only “B2B” paid orders. Stripe Customer Creation – Automatically creates customers in Stripe. Line Item Processor – Handles Shopify/Order line items or test data. Stripe Invoice Creation – Generates draft invoices with due dates. Invoice Finalization – Auto-finalizes and prepares invoices for payment. Data Formatter – Structures invoice info (totals, links, dates, status). Google Sheets Integration – Logs all invoice data for reporting. Requirements n8n instance (cloud or self-hosted). Airtable Personal Access Token with read access to Orders table. Stripe API credentials with customer + invoice permissions. Google Sheets OAuth2 credentials with read/write access. Target Audience Finance/ops teams handling B2B customer invoicing. 💼 SaaS or eCommerce businesses with B2B order flows. 🛍️ Startups needing automated billing + centralized reporting. 🚀 Teams tracking Stripe invoices inside Google Sheets. 📊 Step-by-Step Setup Instructions Connect Airtable credentials and replace with your base/table IDs. 🔑 Configure Stripe API credentials for invoice + customer creation. 💳 Link Google Sheets credentials and update the target sheet ID. 📊 Adjust order filtering conditions (tags, payment status) as needed. ⚙️ Test with sample data to validate invoices are created + logged. ✅

Description Automate your financial reporting by pulling charge and refund data from Stripe, calculating key revenue and risk metrics, and delivering professional reports directly into Slack. This workflow runs on a monthly or quarterly schedule, processes Stripe data into insights, and formats a rich Slack message with revenue breakdowns, top customers, refund analysis, and payment method insights. 📊💰💬 What This Template Does Runs automatically on a monthly (1st day) or quarterly schedule (every 3 months) at 9 AM. ⏱️ Fetches Stripe charges and refunds for the reporting period. 💳 Merges charge and refund data for a unified dataset. 🔄 Calculates financial metrics: total revenue, net revenue, average transaction value, refund rate. 📈 Estimates growth metrics: Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR). 🚀 Identifies top 3 customers by revenue. 🏆 Breaks down payment methods used (e.g., Visa, Mastercard, etc.). 💳 Performs risk analysis on transactions by Stripe’s risk scores. ⚠️ Analyzes refund reasons and generates insights. 🔄 Formats all results into a clear, structured Slack message with sections for finance, growth, risk, and customers. 💬 Key Benefits Eliminates manual Stripe report exports. ⚡ Ensures timely financial reporting (monthly or quarterly). 📅 Provides instant visibility of revenue, refunds, and risks in Slack. 📲 Surfaces top customers and payment methods for strategic insights. 🏅 Helps finance and ops teams catch anomalies early (high refunds or risky transactions). 🛡️ Keeps leadership and teams aligned with automated reporting. 👩‍💻👨‍💻 Features Schedule Triggers – Automates reporting on monthly or quarterly cycles. Stripe Charges & Refunds – Pulls transaction and refund data directly from Stripe API. Merge Node – Combines charges and refunds into a single dataset. Custom Code Metrics – Calculates revenue, net revenue, refund rates, and growth metrics. Top Customer Analysis – Highlights top revenue-generating customers. Payment Breakdown – Shows revenue split by card brand/payment method. Refund Analysis – Summarizes refund reasons and rates. Risk Analysis – Categorizes payments by low, medium, or high risk scores. Slack Integration – Delivers insights in a professional report format. Requirements n8n instance (cloud or self-hosted). Stripe API credentials with read access to charges and refunds. Slack Bot token with chat:write permission. Target Audience Finance teams needing automated recurring Stripe reports. 💼 SaaS companies monitoring MRR, ARR, and refunds. 🚀 Founders/Execs who want financial dashboards in Slack. 👩‍💼 Operations teams tracking risk and refund trends. 🛠️ Remote teams relying on Slack for reporting. 🌍 Step-by-Step Setup Instructions Connect your Stripe API credentials in n8n. 🔑 Connect your Slack API credentials and select your target channel. 💬 Adjust the schedule triggers (monthly/quarterly) if needed. ⏱️ Customize the Slack message formatting if you want branding or tone changes. 🎨 Test the workflow with sample data to confirm financial metrics. ✅

How it works This AI Customer Success Risk Prediction workflow revolutionizes customer retention by predicting churn risk 30-90 days before it happens. Here's the high-level flow: Daily Data Collection → AI Multi-Signal Analysis → Risk Scoring & Prediction → Smart Risk Routing → AI-Generated Personalized Interventions → CRM Updates & Team Alerts The system automatically gathers data from your product analytics, support system, billing platform, and email tools, then uses GPT-4 to analyze patterns and predict which customers are at risk. It creates personalized intervention strategies and routes them based on urgency level. Set up steps Time to set up: Approximately 45 minutes Prerequisites: Active accounts with your analytics platform, support system, billing provider, CRM, and AI provider Step 1: Import & Configure Workflow (5 minutes) Import the workflow JSON into your n8n instance Review the 3 comprehensive sticky notes for context Understand the AI analysis logic and intervention strategies Step 2: Set Environment Variables (10 minutes) Configure these critical variables: ANALYTICS_API_URL and ANALYTICS_API_KEY HIGH_RISK_SLACK_CHANNEL (for critical alerts) CS_TEAM_EMAIL (intervention sender) CRM_BASE_URL and CALENDAR_BOOKING_URL Step 3: Configure API Credentials (20 minutes) Set up secure credential connections for: OpenAI/Anthropic API (AI analysis engine) Analytics platform (Mixpanel/Amplitude/GA) Support system (Zendesk/Intercom) Billing platform (Stripe/Chargebee) HubSpot CRM (risk data storage) Slack API (team notifications) SMTP/SendGrid (email delivery) Step 4: Customize AI Prompts & Risk Thresholds (8 minutes) Review and adjust the AI analysis prompts for your business Modify risk score thresholds (Critical 90+, High 70-89, Medium 40-69) Customize intervention email templates and tone Set your specific risk factors (usage patterns, support indicators) Step 5: Test & Activate (2 minutes) Run a test execution with sample customer data Verify AI analysis generates appropriate risk scores Check that interventions are routed correctly Activate the daily cron schedule

This n8n template from Intuz provides a complete and automated solution for full-cycle invoicing, orchestrating a seamless flow between Airtable, QuickBooks, and Stripe. This is the ultimate sales-to-cash automation. When a deal in Airtable is marked "Approved for Invoicing," this workflow intelligently syncs customer data across QuickBooks and Stripe (creating them if they don't exist), generates an official QuickBooks invoice, creates a Stripe payment link, and then updates the original Airtable record with all the new IDs and links. Eliminate manual data entry and keep your systems perfectly in sync. Who's this workflow for? Finance, Accounting, and Operations Teams SalesOps and RevOps Teams Small Business Owners and Founders Agencies and Freelancers How It Works: Airtable Trigger & Approval Gate: The workflow starts when a record in your Airtable base is updated. An If node immediately checks if the Status field is set to "Approved for Invoicing." If not, the workflow for that item stops. Customer Sync (QuickBooks & Stripe): The workflow searches for the customer in both QuickBooks and Stripe using the details from Airtable. Using If nodes, it intelligently checks if the customer exists. If a customer is not found in either platform, it creates a new one. This "find-or-create" logic prevents duplicate records. Update Airtable with IDs: Once the customer IDs from both QuickBooks and Stripe are secured (either found or newly created), the workflow updates the original Airtable record with these new IDs for future reference. Generate Financials: Stripe Payment Link: It sends an HTTP request to Stripe to create a unique, ready-to-use payment link for the specified amount. QuickBooks Invoice: It fetches your product list from QuickBooks, finds the matching item from the Airtable record, and generates a formal, detailed invoice. Close the Loop: In the final step, the workflow updates the Airtable record one last time to: Add the QuickBooks Invoice #. Add the Stripe Payment Link. Change the Status to "Invoiced." Step-by-Step Setup Instructions This is an advanced workflow. Follow these setup steps carefully. Connect Your Credentials Airtable: Create and connect a Personal Access Token with data.records:read and data.records:write scopes. QuickBooks: Connect your QuickBooks Online account using OAuth2 credentials. Stripe: Connect your Stripe account using your Secret Key. Airtable Base Setup (Crucial) Your Airtable base must have a table with the following columns. The names must match exactly: Deal Name (Text) Client Name (Text) Client Email (Email) Status (Single-select with options: Draft, Approved for Invoicing, Invoiced) QuickBooks Customer ID (Text) Stripe Customer ID (Text) Stripe Payment Link (URL) QuickBooks Invoice # (Text) Stripe Price Id (Text - The API ID of your price in Stripe, e.g., price_123...) Quantity (Number) Quickbooks Product Name (Text) Created (Created Time) - This is used by the trigger. Configure the n8n Nodes All Airtable Nodes: In each Airtable node, select your Base and Table from the dropdown lists. Get all Quickbook products (HTTP Request Node): You must replace {YOUR_QUICKBOOKS_COMPANY_ID} in the URL with your actual QuickBooks Company ID (also known as a Realm ID). Activate the Workflow Save the workflow and toggle the Active switch to "on". The workflow will now trigger whenever the Created field is updated for a record in your Airtable base. Customization Guidance Changing the Trigger Status: If you use a different status than "Approved for Invoicing," simply update the value in the "IF - Status Check" node. Modifying Invoice Details: You can customize the Description or other line item details in the "Create an invoice" (QuickBooks) node by pulling more fields from your Airtable record. Adding Email Notifications: To notify a customer when their invoice is ready, add a Gmail or SendGrid node after the last Airtable Update node. You can include the Stripe Payment Link and a PDF of the QuickBooks invoice directly in the email. Advanced Error Handling: For a production environment, consider connecting the false output of the various IF nodes or using the .onError() workflow setting to send a Slack or email alert if a customer can't be found or an API call fails. Support For further support, or to develop a custom workflow, reach out to: Website: https://www.intuz.com/n8n-workflow-automation-templates Email: [email protected] LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Worflow Automation Click here- Get Started

This workflow helps small business owners using Wave Apps to easily access the Wave Accounting API using n8n In this example, the workflow is triggered from a new payout from Stripe. It then logs the transaction as a journal entry in Wave Accounting, helping you automate your accounting without needing to pay for expensive subscriptions! What this workflow template does This workflow triggers when a payout is paid in Stripe and sends a GraphQL request to the Wave Accounting API recording the payout as a journal entry automatically. The benefits of this worklow are to instantaneously keep your books up to date and to ensure accuracy. How to setup Setup your Stripe credential in n8n using the native Stripe nodes. Follow this guide to get your Wave Apps authorization token. Setup the node with the correct header auth -> {"Authorization": "Bearer TOKEN-HERE"} Get your account IDs from Wave The payload uses GraphQL so ensure to update it accordingly with what you are trying to achieve, the current example creates a journal entry. Tips Getting Wave account and IDs It is easiest to use network logs to obtain the right account IDs from Wave, especially if you have created custom accounts (default Wave account IDs can be obtained via making that API call). Go to Wave and make a new dummy transaction using the accounts you want to use in n8n. Have the network logs open while you do this. Search network logs for the name of the account you are trying to use. You should see account IDs in the log data. Sales tax This example uses sales tax baked into the total Stripe payout amount (5%) You can find the sales tax account IDs the same way as you found the Wave account IDs using network logs Use AI to help you with your API call Ask Claude or ChatGPT to draft you your ideal payload

Community Node Disclaimer: This workflow uses KlickTipp community nodes. Introduction This workflow automates Stripe checkout confirmations by capturing transaction data and syncing it into KlickTipp. Upon successful checkout, the contact's data is enriched with purchase details and tagged to trigger a personalized confirmation campaign in KlickTipp. Perfect for digital product sellers, course creators, and service providers seeking an end-to-end automated sales confirmation process. Benefits Instant confirmation emails**: Automatically notify customers upon successful checkout—no manual processing needed. Structured contact data**: Order data (invoice link, amount, transaction ID, products) is stored in KlickTipp custom fields. Smart campaign triggering**: Assign dynamic tags to start automated confirmation or fulfillment sequences. Seamless digital delivery**: Ideal for pairing with tools like Memberspot or Mentortools to unlock digital products post-checkout. Key Features Stripe Webhook Trigger**: Triggers on Triggers on Checkout Session.completed events events. Captures checkout data including product names, order number, and total amount. KlickTipp Contact Sync**: Adds or updates contacts in KlickTipp. Maps Stripe data into custom fields Assigns a tag such as Stripe Checkout to initiate a confirmation campaign. Router Logic (optional)**: Branches logic based on product ID or Stripe payment link. Enables product-specific campaigns or follow-ups. Setup Instructions KlickTipp Preparation Create the following custom fields in your KlickTipp account: | Field Name | Field Type | |--------------------------|------------------| | Stripe \| Products | Text | | Stripe \| Total | Decimal Number | | Stripe \| Payment ID | Text | | Stripe \| Receipt URL | URL | Define a tag for each product or confirmation flow, e.g., Order: Course XYZ. Credential Configuration Connect your Stripe account using an API key from the Stripe Dashboard. Authenticate your KlickTipp connection with username/password credentials (API access required). Field Mapping and Workflow Alignment Map Stripe output fields to the KlickTipp custom fields. Assign the tag to trigger your post-purchase campaign. Ensure that required data like email and opt-in info are present for the contact to be valid. Testing and Deployment Click on Inactive to activate the scenario. Perform a test payment using a Stripe product link. Verify in KlickTipp: The contact appears with email and opt-in status. Custom fields for Stripe are filled. The campaign tag is correctly applied and confirmation email is sent. ⚠️ Note: Use real or test-mode API keys in Stripe depending on your testing environment. Stripe events may take a few seconds to propagate. Campaign Expansion Ideas Launch targeted upsell flows based on the product tag. Use confirmation placeholders like: [[Stripe | Products]] [[Stripe | Total]] [[Stripe | Payment ID]] [[Stripe | Products]] Route customers to different product access portals (e.g., Memberspot, Mentortools). Send follow-up content over multiple days using KlickTipp sequences. Customization You can extend the scenario using a switch node to: Assign different tags per used payment link Branch into upsell or membership activation flows Chain additional automations like CRM entry, Slack notification, or invoice creation. Resources: Use KlickTipp Community Node in n8n Automate Workflows: KlickTipp Integration in n8n

Generating Stripe invoices through the API can be tricky since it requires four steps to generate and send it via email to the customer. With this workflow you can create Stripe invoices automatically and make Stripe send the invoices to the customer email. How it works To generate a Stripe invoice, you need to create a customer, specify the invoice items, create the invoice, and finalize it. What should be a simple task involves multiple steps. This workflow simplifies the process by providing everything pre-built for you. Who is this for? Anyone who wants to generate invoices automatically and send them to the customer’s email. Stripe will only send invoices to customers if you generate the invoice correctly through the API. . Check out my other templates 👉 https://n8n.io/creators/solomon/

🎉 Do you want to master AI automation, so you can save time and build cool stuff? I’ve created a welcoming Skool community for non-technical yet resourceful learners. 👉🏻 Join the AI Atelier 👈🏻 Unlock streamlined Zoom Meeting organization and exclusive access management with this n8n workflow. Designed for educators, event organizers, and businesses, this tool automates your event logistics, so you can focus on delivering valuable content. Features Zoom Meetings Creation:** Instantly generate new Zoom meetings with the n8n built-in form. Collect Payments Using Stripe:** Effortlessly monetize your events with secure, automatically created Stripe payment pages for each meeting. Exclusive Gated Access:** Ensure your content remains exclusive by sending Zoom meeting passwords only to verified subscribers who have completed their payment through Stripe. Participants Email Notifications:** Automate the distribution of Zoom meeting details post-payment, eliminating the need for manual email management and ensuring participants are promptly informed. Instant and Easy Participants Overview:** Manage and track your event registrations with ease. All related data is stored in a Google Sheets document that you own. You're notified via email with each new subscription, simplifying participant management. Set Up Steps Connect your Zoom, Stripe, Gmail and Google Sheet credentials. Create an empty Google Sheet in your Google Drive. Fill the config node (Sheet URL, email and currency). Edit email text. This n8n workflow template is designed to minimize setup time and maximize efficiency, allowing you to focus on delivering value to your subscribers. With just a few clicks, you can automate the entire process of organizing and monetizing your Zoom meetings. Created by the n8ninja.

This workflow pushes Stripe charges to HubSpot contacts. It uses the Stripe API to get all charges and the HubSpot API to update the contacts. The workflow will create a new HubSpot property to store the total amount charged. If the property already exists, it will update the property. Prerequisites Stripe credentials. HubSpot credentials. How it works On a schedule, check if the property exists in HubSpot. If it doesn't exist, create it. The default schedule is once a day at midnight. Once property is acertained, the first Stripe node gets all charges. Once the charges are returned, the second Stripe node gets extra customer information. Once the customer information is returned, Merge data node will merge the customer information with the charges so that the next node Aggregate totals can calculate the total amount charged per contact. Once we have the total amount charged per contact, the Create or update customer node will create a new HubSpot contact if it doesn't exist or update the contact if it does exist with the total amount charged.

This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization. Prerequisites Stripe account and Stripe credentials Pipedrive account and Pipedrive credentials 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.

This workflow automatically adds closed deals from Pipedrive as new customers into Stripe. Prerequisites Pipedrive account and Pipedrive credentials Stripe account and Stripe credentials How it works Pipedrive trigger node starts the workflow when a deal gets updated in Pipedrive. IF node checks that the current won time is not equal to the previuos one in the deal and continues the workflow if it's true. Pipedrive node extracts the organization's details to pass it further. HTTP Request node searches for the same organization's details within Stripe. If a customer doesn't exist within Stripe, Merge node passes a new customer details to Stripe. Stripe node creates a new customer.