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How to connect NoCRM and Stripe
Create a New Scenario to Connect NoCRM and Stripe
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Stripe will be your first step. To do this, click "Choose an app," find NoCRM or Stripe, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
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Add the Stripe Node
Next, click the plus (+) icon on the NoCRM node, select Stripe from the list of available apps, and choose the action you need from the list of nodes within Stripe.
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Authenticate Stripe
Now, click the Stripe node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Stripe settings. Authentication allows you to use Stripe through Latenode.
Configure the NoCRM and Stripe Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the NoCRM and Stripe Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring NoCRM, Stripe, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the NoCRM and Stripe integration works as expected. Depending on your setup, data should flow between NoCRM and Stripe (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect NoCRM and Stripe
NoCRM + Stripe + Slack: When a lead's status is changed to 'Won' in NoCRM, create an invoice in Stripe for the agreed amount and send a notification to a designated Slack channel to inform the sales team of the successful deal.
Stripe + NoCRM + Google Sheets: When a successful payment is received in Stripe, retrieve the corresponding customer details from NoCRM using the customer's email. Then, record the payment amount, customer name, and deal details in a Google Sheet for reporting purposes.
NoCRM and Stripe integration alternatives
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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About Stripe
Automate Stripe within Latenode to handle payments, subscriptions, and refunds inside your workflows. Trigger actions in other apps based on Stripe events. Manage billing cycles, send invoices, or update databases automatically. Integrate payment data with your CRM, accounting software, and more, using Latenode's flexible, no-code visual editor.
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See how Latenode works
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FAQ NoCRM and Stripe
How can I connect my NoCRM account to Stripe using Latenode?
To connect your NoCRM account to Stripe on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NoCRM and click on "Connect".
- Authenticate your NoCRM and Stripe accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Stripe invoices upon NoCRM deal closure?
Yes, Latenode allows this. Automatically trigger invoice creation in Stripe when a deal is won in NoCRM, saving time and ensuring timely billing with robust error handling.
What types of tasks can I perform by integrating NoCRM with Stripe?
Integrating NoCRM with Stripe allows you to perform various tasks, including:
- Creating Stripe customers from new NoCRM leads automatically.
- Updating Stripe customer details based on changes in NoCRM.
- Generating payment links in Stripe from NoCRM opportunity data.
- Tracking Stripe payments against NoCRM deals for clear revenue insights.
- Triggering follow-up actions in NoCRM based on Stripe payment status.
How can I use JavaScript within my NoCRM and Stripe Latenode workflows?
Use JavaScript to transform data, add custom logic, and handle edge cases within your NoCRM and Stripe automations for unparalleled flexibility.
Are there any limitations to the NoCRM and Stripe integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Initial setup requires familiarity with NoCRM and Stripe APIs.
- Real-time synchronization is subject to API rate limits of both services.
