Sales & CRM
Invoice and payment sync
Paid invoices from Stripe update the linked CRM deal to “paid” and trigger a thank-you email.
Engagement
About the product
Paid invoices from Stripe update the linked CRM deal to “paid” and trigger a thank-you email. Overdue ones raise a reminder to the client and a Slack ping to the manager.
What we did
- Overdue ones raise a reminder to the client and a Slack ping to the manager.
Stack
- N8N
- Stripe
- CRM API
- Slack
- SendGrid
Similar problem?
This work came out of the direction below.