← Customer Fields + Stripe integrations

Cancel a Payment Intent with Stripe API on Customer Created (Instant) from Customer Fields API

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Customer Created (Instant) from the Customer Fields API
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Cancel a Payment Intent with the Stripe API
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Getting Started

This integration creates a workflow with a Customer Fields 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 Customer Created (Instant) trigger
    1. Connect your Customer Fields account
  3. Configure the Cancel a Payment Intent action
    1. Connect your Stripe account
    2. Select a Payment Intent ID
    3. Optional- Select a Cancellation Reason
  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:Trigger when a new customer is added to the database. [See the documentation](https://docs.customerfields.com/#0824dffa-8d67-4b90-828b-289f7fd46899).
Version:0.0.1
Key:customer_fields-customer-created

Customer Fields Overview

The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.

Trigger Code

import common from "../common/webhook.mjs";
import topics from "../common/topics.mjs";

export default {
  ...common,
  key: "customer_fields-customer-created",
  name: "Customer Created (Instant)",
  description: "Trigger when a new customer is added to the database. [See the documentation](https://docs.customerfields.com/#0824dffa-8d67-4b90-828b-289f7fd46899).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourcesFn() {
      return this.app.listCustomers;
    },
    getResourcesFnArgs() {
      return {
        params: {
          sort_by: "created_at",
          sort_order: "desc",
        },
      };
    },
    getResourcesName() {
      return "customers";
    },
    getTopicName() {
      return topics.CUSTOMERS_CREATE;
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Customer: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

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
Customer FieldsappappThis component uses the Customer Fields 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.

Trigger Authentication

Customer Fields uses OAuth authentication. When you connect your Customer Fields account, Pipedream will open a popup window where you can sign into Customer Fields and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Customer Fields API.

Pipedream requests the following authorization scopes when you connect your account:

readwrite

About Customer Fields

Create customer sign-up forms as unique as your business, and save custom data to customer accounts.

Action

Description:Cancel a [payment intent](https://stripe.com/docs/payments/payment-intents). Once canceled, no additional charges will be made by the payment intent and any operations on the payment intent will fail with an error. For payment intents with status=`requires_capture`, the remaining amount_capturable will automatically be refunded. [See the docs](https://stripe.com/docs/api/payment_intents/cancel) for more information
Version:0.1.0
Key:stripe-cancel-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 pick from "lodash.pick";
import app from "../../stripe.app.mjs";

export default {
  key: "stripe-cancel-payment-intent",
  name: "Cancel a Payment Intent",
  type: "action",
  version: "0.1.0",
  description: "Cancel a [payment intent](https://stripe.com/docs/payments/payment-intents). " +
    "Once canceled, no additional charges will be made by the payment intent and any operations " +
    "on the payment intent will fail with an error. For payment intents with status=" +
    "`requires_capture`, the remaining amount_capturable will automatically be refunded. [See the" +
    " docs](https://stripe.com/docs/api/payment_intents/cancel) for more information",
  props: {
    app,
    id: {
      propDefinition: [
        app,
        "payment_intent",
      ],
      optional: false,
    },
    cancellation_reason: {
      propDefinition: [
        app,
        "payment_intent_cancellation_reason",
      ],
    },
  },
  async run({ $ }) {
    const params = pick(this, [
      "cancellation_reason",
    ]);
    const resp = await this.app.sdk().paymentIntents.cancel(this.id, params);
    $.export("$summary", "Successfully cancelled 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.
Cancellation Reasoncancellation_reasonstringSelect a value from the drop down menu:duplicatefraudulentrequested_by_customerabandoned

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,

  1. Create a Stripe API key
  2. Click "Create Restricted Key"
  3. 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.

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