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SplitOut Automate

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Used with SplitOut, this automated workflow retrieves the latest checkout sessions from the past 20 days, filters contacts based on specific custom fields like nickname and job title, and organizes data for easier visualization. It simplifies data management and enhances insights, making it easier to target and analyze key customer information.

Workflow Overview

Used with SplitOut, this automated workflow retrieves the latest checkout sessions from the past 20 days, filters contacts based on specific custom fields like nickname and job title, and organizes data for easier visualization. It simplifies data management and enhances insights, making it easier to target and analyze key customer information.

This workflow is ideal for:

  • E-commerce Managers: Who need to analyze customer checkout sessions to improve sales strategies.
  • Marketing Teams: Looking to filter and segment customer data based on specific custom fields for targeted campaigns.
  • Data Analysts: Who require a streamlined process to retrieve and visualize data from Stripe for reporting purposes.
  • Business Owners: Interested in understanding customer behavior and preferences through detailed checkout session analysis.

This workflow addresses the challenge of retrieving and analyzing checkout sessions from Stripe over a specific time frame (last 20 days) while allowing users to filter results based on custom fields such as nickname and job title. It automates the data retrieval process and provides a structured way to visualize relevant customer data, enhancing decision-making capabilities.

  1. Trigger: The workflow is manually triggered by the user.
  2. Retrieve Checkout Sessions: It calls the Stripe API to get the latest checkout sessions created in the last 20 days.
  3. Split Data: The retrieved data is split into separate nodes for easier handling and visualization.
  4. Filter Custom Fields: The workflow filters the data to include only those sessions that have specific custom fields filled out (like nickname and job title).
  5. Final Output: The filtered data can then be used for further analysis or reporting.

Statistics

7
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Quick Info

Categories
Manual Triggered
Simple Workflow
Complexity
simple

Tags

manual
api
integration
sticky note
simple
splitout
filter

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