Trigger: Monday Board Status Change
Utilizing the Monday module, we set up a trigger to initiate the automation when there’s a status change on the board.
Action 1: Search Customer in Stripe
Search to locate a customer based on specified parameters, such as name or ID.
Conditional Routing: Customer Existence Check and Updation
If the customer is found, the workflow proceeds to the “Update Item in Monday” action.
In the absence of a customer match, the flow diverts to the “Create New Customer in Stripe” and updates on Monday.
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