When Invoice Paid in Stripe, Create Project in Nifty PM
When a Stripe invoice payment succeeds, FlowMattic creates a project in Nifty PM from the invoice details, so paid client work has a place to be planned right away.
Stripe
Nifty PM2 steps Setup ~5 min Used on 1.3k sites Productivity Free to import
What this workflow does
For agencies and freelancers, a paid invoice is often the signal to start work. Setting up the project by hand after each payment is easy to forget or delay. This workflow creates a Nifty PM project as soon as Stripe reports the payment.
The Stripe trigger, Invoice Payment Succeeded, runs each time Stripe collects payment on an invoice. FlowMattic then runs Create Project in Nifty PM, using a project name and other details you build from the invoice data, such as the invoice number or description.
Every successful invoice payment runs it, including subscription renewals, which Stripe also bills as invoices. If you bill clients monthly, each month creates another project unless you add a Filter. The invoice may identify the customer only by a Stripe customer ID, so check a test run before you put a name in the project title.
Deposit paid, project starts
A web studio sends a deposit invoice through Stripe. Once it's paid, a Nifty PM project named after the invoice is ready for the kickoff.
Fixed-price service packages
A consultant sells audits by invoice, and each paid invoice creates a Nifty PM project to plan the audit work.
One-off design jobs
A freelance designer gets a new Nifty PM project for each paid job invoice, keeping every client's files and tasks apart.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Stripe Invoice Payment SucceededFires whenever an invoice payment attempt succeeds in your Stripe account. The invoice data, such as its number, amount and customer reference, is passed on.
- Nifty PM Create Project
Creates a new project in Nifty PM. Build the project name and description from the Stripe invoice data, and connect your Nifty PM account.
What you need
- FlowMatticCore
- Stripe AccountAccount
- Nifty PM AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Bill subscriptions through Stripe? Add a Filter after the trigger on a value from a test run that marks one-off invoices, so renewals don't create a new project each month.
- Need the client's name or email in the project? If the invoice only carries a customer ID, add Stripe's Find Customer by ID step before Nifty PM and map from its result.
- Put the invoice number in the Nifty PM project name, so you can match each project to its payment later.
Questions about this workflow
Will Stripe subscription renewals create Nifty PM projects?
Yes, as imported. Renewals are paid through invoices, so each successful one fires the trigger. Add a Filter if only some invoices should start a project.
Does the Nifty PM project include the Stripe customer's name?
Only if you map it, and only if the invoice data carries it. Some invoice events give just a customer ID. Check a test run, and add Stripe's Find Customer by ID step if you need more.
What if a Stripe invoice payment fails and is retried?
The failed attempt doesn't run the workflow. When a retry succeeds, Stripe reports it as a successful payment and a project is created then.
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Import this workflow into your WordPress site
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