This article provides a complete, practical walkthrough of the Functionitem Pipedrive Create Scheduled n8n agent. It connects HTTP Request, Webhook across approximately 1 node(s). Expect a Intermediate setup in 15-45 minutes. One‑time purchase: €29.

What This Agent Does

This agent orchestrates a reliable automation between HTTP Request, Webhook, handling triggers, data enrichment, and delivery with guardrails for errors and rate limits.

It streamlines multi‑step processes that would otherwise require manual exports, spreadsheet cleanup, and repeated API requests. By centralizing logic in n8n, it reduces context switching, lowers error rates, and ensures consistent results across teams.

Typical outcomes include faster lead handoffs, automated notifications, accurate data synchronization, and better visibility via execution logs and optional Slack/Email alerts.

How It Works

The workflow uses standard n8n building blocks like Webhook or Schedule triggers, HTTP Request for API calls, and control nodes (IF, Merge, Set) to validate inputs, branch on conditions, and format outputs. Retries and timeouts improve resilience, while credentials keep secrets safe.

Third‑Party Integrations

• HTTP Request
• Webhook

Import and Use in n8n

1. Open n8n and create a new workflow or collection.
2. Choose Import from File or Paste JSON.
3. Paste the JSON below, then click Import.
4. Show n8n JSON

   Title:
   Automating Stripe Charge Notes in Pipedrive CRM with n8n
   
   Meta Description:
   Learn how to use n8n to automate the process of logging Stripe charges as notes in Pipedrive CRM. This workflow retrieves successful payments, identifies associated customers and organizations, and enriches your CRM with financial activity daily.
   
   Keywords:
   n8n automation, Stripe integration, Pipedrive workflow, CRM automation, Stripe charges, create notes in Pipedrive, no-code automation, Stripe API, Pipedrive API, charge tracking, B2B automation
   
   Third-party APIs Used:
   
   1. Stripe API
   2. Pipedrive API
   
   —
   
   Article:
   
   Automating Stripe Charge Notes in Pipedrive CRM with n8n
   
   Maintaining up-to-date customer records in a CRM can be time-consuming and error-prone when done manually. Fortunately, with n8n—a powerful open-source workflow automation tool—it’s possible to automate repetitive data management tasks. One practical use case is automatically logging successful Stripe charges into Pipedrive CRM as notes, associating them with the appropriate organization. This article walks through a production-ready n8n workflow that accomplishes exactly that.
   
   Overview of the Workflow
   
   The primary goal of this workflow is to:
   
   - Pull all successful payment charges from Stripe since the last workflow execution.
   - Match each charge to a Stripe customer.
   - Look up the corresponding organization in Pipedrive using the customer’s name.
   - Attach a note to the organization with the charge details.
   - Update the timestamp of the last execution to ensure future runs only fetch new data.
   
   The automation is scheduled to run daily at 8:00 AM.
   
   Step-by-Step Breakdown
   
   1. Trigger Workflow on a Schedule
   
   The process begins with a Cron node named Every day at 8 am. This timer-based trigger ensures the automation runs daily without manual intervention.
   
   2. Fetch Last Execution Timestamp
   
   To avoid duplicate entries, the workflow uses a FunctionItem node Get last execution timestamp that retrieves the last recorded execution timestamp from n8n’s static global storage. If it's the first run, it initializes the timestamp to the current time.
   
   3. Pull New Charges from Stripe
   
   Using the Search for charges in Stripe node, the workflow performs an HTTP request to the Stripe API. It queries only those charges that were created after the last execution timestamp and have a status of “succeeded”. This helps fetch only new, successful payments.
   
   The results are then passed through the Split array of charges to items node to handle each charge individually, a necessary step for item-level operations later down the pipeline.
   
   4. Fetch Customer Details
   
   In parallel, the workflow retrieves all Stripe customers using the Get customers node. It then filters the data in Rename fields and keep only needed fields, keeping only the customer name and ID. This prepares the customer data for merging with charge data.
   
   Charges are then enriched with customer information by linking the Stripe customer ID in each charge to the corresponding customer data using a Merge node (Add customer name to charge data).
   
   5. Match Customers to Organizations in Pipedrive
   
   Now enriched with the customer name, each charge is passed to the Search organisation node. This node queries the Pipedrive API to find an organization whose name matches the Stripe customer’s name.
   
   Once a match is found, another Merge node Add organisation Information to charge data is used to combine charge, customer, and organization information into a unified data object.
   
   6. Create Notes in Pipedrive
   
   Armed with full context (charge, Stripe customer, and Pipedrive organization), the Create note with charge information node writes a new note in the corresponding Pipedrive organization. The note contains a breakdown of the charge description, amount, and currency.
   
   The formula used in the note content resembles:
   "Description: $100 USD" — where the amount is divided by 100 due to Stripe’s use of minimal currency units (e.g., cents instead of dollars).
   
   7. Save the New Execution Timestamp
   
   In the final step, the workflow executes Set new last execution timestamp, another FunctionItem node that writes the current timestamp back to storage. This ensures that on the next run, only newer charges are handled.
   
   Automation Benefits
   
   - Time-Saving: Automates the repetitive task of matching and logging Stripe charges in the CRM.
   - Accuracy: Reduces human error by programmatically matching customers and organizations.
   - Real-time Insight: Keeps your CRM up to date with the latest financial activity.
   
   Use Cases and Extensions
   
   This workflow is highly relevant for SaaS businesses, agencies, or any B2B operation that uses Stripe for billing and relies on Pipedrive to manage customer interactions. Potential extensions include:
   
   - Sending summaries to Slack or email
   - Creating Pipedrive deals for large payments
   - Tagging organizations based on payment volume
   
   Conclusion
   
   The power of n8n lies in its ability to connect various platforms using logical flows, giving non-developers the ability to automate complex business processes. By leveraging the Stripe and Pipedrive APIs, this workflow demonstrates a practical CRM enrichment solution that saves time and provides valuable insight for sales and support teams.
   
   If you're looking to improve operational efficiency while maintaining full control and customization, n8n is a great open-source solution to consider.
   
   — 
   
   Need help building your workflow? Join the n8n community forum for tips, templates, and support from fellow no-code ninjas.

5. Set credentials for each API node (keys, OAuth) in Credentials.
6. Run a test via Execute Workflow. Inspect Run Data, then adjust parameters.
7. Enable the workflow to run on schedule, webhook, or triggers as configured.

Tips: keep secrets in credentials, add retries and timeouts on HTTP nodes, implement error notifications, and paginate large API fetches.

Validation: use IF/Code nodes to sanitize inputs and guard against empty payloads.

Why Automate This with AI Agents

AI‑assisted automations offload repetitive, error‑prone tasks to a predictable workflow. Instead of manual copy‑paste and ad‑hoc scripts, your team gets a governed pipeline with versioned state, auditability, and observable runs.

n8n’s node graph makes data flow transparent while AI‑powered enrichment (classification, extraction, summarization) boosts throughput and consistency. Teams reclaim time, reduce operational costs, and standardize best practices without sacrificing flexibility.

Compared to one‑off integrations, an AI agent is easier to extend: swap APIs, add filters, or bolt on notifications without rewriting everything. You get reliability, control, and a faster path from idea to production.

Best Practices

• Credentials: restrict scopes and rotate tokens regularly.
• Resilience: configure retries, timeouts, and backoff for API nodes.
• Data Quality: validate inputs; normalize fields early to reduce downstream branching.
• Performance: batch records and paginate for large datasets.
• Observability: add failure alerts (Email/Slack) and persistent logs for auditing.
• Security: avoid sensitive data in logs; use environment variables and n8n credentials.

FAQs

Can I swap integrations later? Yes. Replace or add nodes and re‑map fields without rebuilding the whole flow.

How do I monitor failures? Use Execution logs and add notifications on the Error Trigger path.

Does it scale? Use queues, batching, and sub‑workflows to split responsibilities and control load.

Is my data safe? Keep secrets in Credentials, restrict token scopes, and review access logs.