Skip to main content
ClientNest365ClientNest365

Stripe

Tag every Stripe customer when an invoice is sent

For payment-provider workflows that route through Stripe: when a ClientNest365 invoice is marked Sent, tag the matching Stripe customer with the invoice number for reconciliation.

10 min setup Trigger: invoice.sent medium
works with Zapierworks with Make.com

Setup steps

  1. Map ClientNest365 clients to Stripe customers (by email).
  2. In Make / Zapier: webhook trigger.
  3. Add 'Stripe Find Customer' then 'Stripe Update Customer Metadata' steps.
  4. Set metadata: last_cn_invoice = invoice.number.
  5. In ClientNest365: subscribe a new webhook to invoice.sent.

Payload fields you'll use

  • invoice.number
  • invoice.amount_cents
  • client.email

Where to wire it in ClientNest365

Open your workspace at /app/settings/webhooks. Click + New endpoint. Paste the target URL from your automation platform (Zapier, Make, n8n) or the third-party tool's native webhook URL. Subscribe to the invoice.sent event. Save. Your endpoint secret is shown once at creation; copy it now if you plan to verify the HMAC signature on the receiving end.

Verifying the signature

Each webhook POST carries an X-CN-Signature header. The value is sha256=<hmac> where the HMAC is computed over the raw request body using your endpoint secret. Compare with constant-time equality. Reject mismatches.