Cancel Or Reverse a Payout with Stripe API on New Lead Created from ClinchPad API

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New Lead Created from the ClinchPad API

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Cancel Or Reverse a Payout with the Stripe API

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Getting Started#

This integration creates a workflow with a ClinchPad trigger and Stripe action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Lead Created trigger
1. Connect your ClinchPad account
2. Configure timer
3. Select a Pipeline ID
Configure the Cancel Or Reverse a Payout action
1. Connect your Stripe account
2. Select a Payout ID
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Lead Created on ClinchPad

Description:Emit new event for each new created lead.

Version:0.0.1

Key:clinchpad-new-lead-created

View on GitHub

ClinchPad Overview#

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Trigger Code#

import clinchpad from "../../clinchpad.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  name: "New Lead Created ",
  version: "0.0.1",
  key: "clinchpad-new-lead-created",
  description: "Emit new event for each new created lead.",
  type: "source",
  dedupe: "unique",
  props: {
    clinchpad,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      static: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    pipelineId: {
      description: "The pipeline ID of the pipeline to which the leads belong to",
      propDefinition: [
        clinchpad,
        "pipelineId",
      ],
    },
  },
  methods: {
    emitEvent(data) {
      this.$emit(data, {
        id: data._id,
        summary: `New lead created with ID ${data._id}`,
        ts: new Date(),
      });
    },
  },
  hooks: {
    async deploy() {
      const leads = await this.clinchpad.getLeads({
        params: {
          pipeline_id: this.pipelineId,
          size: 10,
        },
      });

      leads.reverse().forEach(this.emitEvent);
    },
  },
  async run() {
    let page = 1;

    while (true) {
      const leads = await this.clinchpad.getLeads({
        params: {
          pipeline_id: this.pipelineId,
          page,
          size: 100,
        },
      });

      leads.reverse().forEach(this.emitEvent);

      if (leads.length < 100) {
        break;
      }

      page++;
    }
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
ClinchPad	`clinchpad`	`app`	This component uses the ClinchPad app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Pipeline ID	`pipelineId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

ClinchPad uses API keys for authentication. When you connect your ClinchPad account, Pipedream securely stores the keys so you can easily authenticate to ClinchPad APIs in both code and no-code steps.

You authenticate to the ClinchPad API by providing your API keys in the request. You can get your API key from the Settings section of the ClinchPad web app.

About ClinchPad#

ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

Action#

Cancel Or Reverse a Payout on Stripe

Description:Cancel or reverse a [payout](https://stripe.com/docs/payouts). A payout can be canceled only if it has not yet been paid out. A payout can be reversed only if it has already been paid out. Funds will be refunded to your available balance. [See the docs](https://stripe.com/docs/api/payouts/cancel) for more information

Version:0.1.0

Key:stripe-cancel-or-reverse-payout

View on GitHub

Stripe Overview#

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Action Code#

import app from "../../stripe.app.mjs";

export default {
  key: "stripe-cancel-or-reverse-payout",
  name: "Cancel Or Reverse a Payout",
  type: "action",
  version: "0.1.0",
  description: "Cancel or reverse a [payout](https://stripe.com/docs/payouts). " +
    "A payout can be canceled only if it has not yet been paid out. A payout can be reversed " +
    "only if it has already been paid out. Funds will be refunded to your available balance. [See" +
    " the docs](https://stripe.com/docs/api/payouts/cancel) for more information",
  props: {
    app,
    id: {
      propDefinition: [
        app,
        "payout",
      ],
      optional: false,
    },
  },
  async run({ $ }) {
    const payout = await this.app.sdk().payouts.retrieve(this.id);
    let resp;
    switch (payout.status) {
    case "paid":
      resp = await this.app.sdk().payouts.reverse(this.id);
      $.export("$summary", "Successfully reversed paid payout");
      return resp;
    case "pending":
      resp = await this.app.sdk().payouts.cancel(this.id);
      $.export("$summary", "Successfully cancelled pending payout");
      return resp;
    case "in_transit":
      throw new Error("Payment is in transit");
    case "canceled":
      throw new Error("Payment has already been canceled");
    case "failed":
      throw new Error("Payment has already failed");
    }
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Stripe	`app`	`app`	This component uses the Stripe app.
Payout ID	`id`	`string`	Select a value from the drop down menu.

Action Authentication#

Stripe uses API keys for authentication. When you connect your Stripe account, Pipedream securely stores the keys so you can easily authenticate to Stripe APIs in both code and no-code steps.

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

Create a Stripe API key
Click "Create Restricted Key"
Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe#

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

More Ways to Connect Stripe + ClinchPad#

Other Popular Integrations#

Create Lead with ClinchPad API on New Custom Webhook Events from Stripe API

Stripe + ClinchPad

Cancel Or Reverse a Payout with Stripe API on New Lead Created from ClinchPad API

Pipedream makes it easy to connect APIs for Stripe, ClinchPad and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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