CRM-Transaktionsphasen-Update

• •Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
• •Google Sheets API-Anmeldedaten

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  "name": "CRM Deal Stage Update",
  "tags": [],
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        "content": "## 🚀 Automation Start\n\n**Purpose:** This automation runs on a schedule to sync paid Stripe invoices with your CRM system.\n\n**What it does:**\n1. Fetches all paid invoices from Stripe\n2. Looks up customer details in Google Sheets\n3. Updates deal status to \"Closed\" for paid customers\n4. Syncs back to your CRM tracking sheet\n\n**💡 Tip:** Adjust the schedule interval based on how often you want to sync data."
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        "operation": "lookup",
        "lookupValue": "={{ $json.data.customer_email }}",
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      "credentials": {
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        "content": "## 🔍 Customer Lookup\n\n**What happens here:**\n- Takes each paid invoice email\n- Searches for matching customer in Google Sheets\n- Returns CRM details like HubSpot/Pipedrive Deal IDs\n\n**Sheet Structure Expected:**\n- Column A: Stripe Email\n- Column B: HubSpot Deal ID  \n- Column C: Pipedrive Deal ID\n\n**⚠️ Important:** Make sure your sheet has these exact column headers!"
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      "name": "💳 Bezahlte Rechnungen von Stripe abrufen",
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      "parameters": {
        "url": "https://api.stripe.com/v1/invoices",
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        "authentication": "predefinedCredentialType",
        "queryParameters": {
          "parameters": [
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              "name": "status",
              "value": "paid"
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          ]
        },
        "nodeCredentialType": "stripeApi"
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      "credentials": {
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        "content": "## 💳 Stripe API Call\n\n**Purpose:** Fetches all invoices with \"paid\" status from Stripe\n\n**API Endpoint:** /v1/invoices?status=paid\n\n**Returns:** List of paid invoices with customer details\n\n**🔧 Setup Required:**\n- Add your Stripe API credentials\n- Ensure API key has read permissions for invoices"
      },
      "typeVersion": 1
    },
    {
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      "name": "📋 Rechnungsliste aufteilen",
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        "content": "## 📋 Split Array Data\n\n**Purpose:** Converts the array of invoices into individual items\n\n**Why needed:** Stripe returns invoices as an array in the 'data' field. This node separates each invoice so we can process them individually.\n\n**Result:** Each paid invoice becomes a separate workflow item that can be processed in the next steps."
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      "name": "🧹 Daten bereinigen & als Geschlossen markieren",
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        "content": "## 🧹 Data Processing Logic\n\n**What this code does:**\n1. **Removes duplicates** - If same email appears multiple times, keeps only one\n2. **Filters empty records** - Removes any items without data\n3. **Sets deal status** - Adds 'Deal: Closed' to each record\n\n**Why needed:** \n- Prevents duplicate updates in your CRM\n- Ensures only valid records are processed\n- Automatically marks deals as won/closed since payment was received\n\n**💡 Customization:** Change 'Closed' to match your CRM's deal stage naming (e.g., 'Won', 'Closed-Won', etc.)"
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      "name": "✅ CRM-Tabelle mit abgeschlossenen Deals aktualisieren",
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            "Deal": "={{ $json.Deal }}",
            "Stripe Email": "={{ $json[\"Stripe Email\"] }}",
            "HubSpot Deal ID": "={{ $json[\"HubSpot Deal ID\"] }}",
            "Pipedrive Deal ID": "={{ $json[\"Pipedrive Deal ID\"] }}"
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              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Stripe Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
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            },
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              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Deal",
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          "matchingColumns": [
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          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1552459854,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1i0_xNab1dLKkIJ72DLfa1PXvR9VH4d8IssbsphhAAQk/edit#gid=1552459854",
          "cachedResultName": "CRM"
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          "cachedResultName": "Stripe Invoice store"
        }
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        "content": "## ✅ Final Update Step\n\n**Action:** Updates the Google Sheet with closed deal status\n\n**How it works:**\n- **Matches by:** Stripe Email (finds existing rows)\n- **Updates:** Deal status column to 'Closed'\n- **Preserves:** All existing CRM IDs and data\n\n**Column Mapping:**\n- Stripe Email → Stripe Email\n- HubSpot Deal ID → HubSpot Deal ID  \n- Pipedrive Deal ID → Pipedrive Deal ID\n- Deal Status → Deal (set to 'Closed')\n\n**🎯 Result:** Your CRM tracking sheet now shows which deals are closed based on Stripe payments!"
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        "content": "## 🎯 Automation Complete!\n\n**What was accomplished:**\n✅ Fetched all paid Stripe invoices\n✅ Found matching customers in your CRM sheet\n✅ Removed duplicates and cleaned data\n✅ Updated deal status to 'Closed'\n✅ Synced everything back to Google Sheets\n\n**Next Steps:**\n1. Set up your preferred schedule (daily, hourly, etc.)\n2. Test with a few sample records first\n3. Monitor the execution logs for any errors\n4. Customize deal status naming if needed\n\n**🔧 Troubleshooting:**\n- Check Stripe API credentials\n- Verify Google Sheets permissions\n- Ensure sheet column headers match exactly"
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