← Streak + Stripe integrations

Capture a Payment Intent with Stripe API on Updated Box (Instant) from Streak API

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Trigger workflow on
Updated Box (Instant) from the Streak API
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Capture a Payment Intent with the Stripe API
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Getting Started

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

  1. Select this integration
  2. Configure the Updated Box (Instant) trigger
    1. Connect your Streak account
    2. Select a Pipeline
  3. Configure the Capture a Payment Intent action
    1. Connect your Stripe account
    2. Configure alert
    3. Select a Payment Intent ID
    4. Optional- Configure Amount
    5. Optional- Configure Metadata
    6. Optional- Configure Application Fee Amount
    7. Optional- Configure Final Capture
    8. Optional- Configure Statement Descriptor
    9. Optional- Configure Statement Descriptor Suffix
    10. Optional- Configure Transfer Data Amount
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a box is updated in a pipeline.
Version:0.0.2
Key:streak-updated-box

Streak Overview

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Trigger Code

import common from "../common/pipeline-based.mjs";

export default {
  ...common,
  key: "streak-updated-box",
  name: "Updated Box (Instant)",
  description: "Emit new event when a box is updated in a pipeline.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents(limit) {
      return this.streak.listBoxes({
        pipelineId: this.pipelineId,
        params: {
          limit,
          sortBy: "lastUpdatedTimestamp",
        },
      });
    },
    getEventType() {
      return "BOX_EDIT";
    },
    generateMeta(box) {
      return {
        id: box.lastUpdatedTimestamp,
        summary: box.name,
        ts: box.lastUpdatedTimestamp,
      };
    },
  },
};

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.
LabelPropTypeDescription
StreakstreakappThis component uses the Streak app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
PipelinepipelineIdstringSelect a value from the drop down menu.

Trigger Authentication

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

After completing installation of Streak CRM on your browser, navigate to Gmail, click on the Streak icon in the right sidebar, and select the Integrations button.

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Action

Description:Capture the funds of an existing uncaptured payment intent. [See the documentation](https://stripe.com/docs/api/payment_intents/capture).
Version:0.1.2
Key:stripe-capture-payment-intent

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-capture-payment-intent",
  name: "Capture a Payment Intent",
  type: "action",
  version: "0.1.2",
  description: "Capture the funds of an existing uncaptured payment intent. [See the documentation](https://stripe.com/docs/api/payment_intents/capture).",
  props: {
    app,
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    alert: {
      type: "alert",
      alertType: "info",
      content: "Use this Pipedream component to capture funds from an existing PaymentIntent if its status is `requires_capture`. Be aware that uncaptured PaymentIntents will automatically cancel after a certain period (typically 7 days), so ensure timely capture. This process is part of a separate authorization and capture flow for payments. [See the documentation](https://stripe.com/docs/api/payment_intents/capture).",
    },
    id: {
      propDefinition: [
        app,
        "paymentIntent",
      ],
      optional: false,
    },
    amountToCapture: {
      description: "The amount to capture from the PaymentIntent, which must be less than or equal to the original amount. Defaults to the full `amount_capturable` if it's not provided.",
      propDefinition: [
        app,
        "amount",
      ],
    },
    metadata: {
      propDefinition: [
        app,
        "metadata",
      ],
    },
    applicationFeeAmount: {
      type: "integer",
      label: "Application Fee Amount",
      description: "The amount of the application fee (if any) that will be requested to be applied to the payment and transferred to the application owner’s Stripe account. The amount of the application fee collected will be capped at the total amount captured. For more information, see the PaymentIntents use case for connected accounts.",
      optional: true,
    },
    finalCapture: {
      type: "boolean",
      label: "Final Capture",
      description: "When capturing a PaymentIntent, setting final_capture to false notifies Stripe to not release the remaining uncaptured funds to make sure that they're captured in future requests. You can only use this setting when multicapture is available for PaymentIntents.",
      optional: true,
    },
    statementDescriptor: {
      propDefinition: [
        app,
        "statementDescriptor",
      ],
    },
    statementDescriptorSuffix: {
      type: "string",
      label: "Statement Descriptor Suffix",
      description: "Provides information about a card charge. Concatenated to the account’s statement descriptor prefix to form the complete statement descriptor that appears on the customer’s statement.",
      optional: true,
    },
    transferDataAmount: {
      type: "integer",
      label: "Transfer Data Amount",
      description: "The amount that will be transferred automatically when a charge succeeds.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      id,
      amountToCapture,
      metadata,
      applicationFeeAmount,
      finalCapture,
      statementDescriptor,
      statementDescriptorSuffix,
      transferDataAmount,
    } = this;

    const resp = await this.app.sdk().paymentIntents.capture(id, {
      amount_to_capture: amountToCapture,
      metadata,
      application_fee_amount: applicationFeeAmount,
      final_capture: finalCapture,
      statement_descriptor: statementDescriptor,
      statement_descriptor_suffix: statementDescriptorSuffix,
      ...(transferDataAmount && {
        transfer_data: {
          amount: transferDataAmount,
        },
      }),
    });
    $.export("$summary", `Successfully captured ${amountToCapture
      ? amountToCapture
      : `the full ${resp.amount_capturable}`} from the payment intent`);
    return resp;
  },
};

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.

LabelPropTypeDescription
StripeappappThis component uses the Stripe app.
Payment Intent IDidstringSelect a value from the drop down menu.
AmountamountToCaptureinteger

The amount to capture from the PaymentIntent, which must be less than or equal to the original amount. Defaults to the full amount_capturable if it's not provided.

Metadatametadataobject

Set of key-value pairs that you can attach to an object. This can be useful for storing additional information about the object in a structured format. Individual keys can be unset by posting an empty value to them. All keys can be unset by posting an empty value to metadata.

Application Fee AmountapplicationFeeAmountinteger

The amount of the application fee (if any) that will be requested to be applied to the payment and transferred to the application owner’s Stripe account. The amount of the application fee collected will be capped at the total amount captured. For more information, see the PaymentIntents use case for connected accounts.

Final CapturefinalCaptureboolean

When capturing a PaymentIntent, setting final_capture to false notifies Stripe to not release the remaining uncaptured funds to make sure that they're captured in future requests. You can only use this setting when multicapture is available for PaymentIntents.

Statement DescriptorstatementDescriptorstring

Text that appears on the customer's statement as the statement descriptor for a non-card charge. This value overrides the account's default statement descriptor. For information about requirements, including the 22-character limit, see the Statement Descriptor docs.

Statement Descriptor SuffixstatementDescriptorSuffixstring

Provides information about a card charge. Concatenated to the account’s statement descriptor prefix to form the complete statement descriptor that appears on the customer’s statement.

Transfer Data AmounttransferDataAmountinteger

The amount that will be transferred automatically when a charge succeeds.

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.

About Stripe

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

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