Stripe Payment Module for Yetiforce
Budget: €30 – €250 EUR
Project Description
We are looking for a freelancer to implement an automated integration between:
Stripe
Make
Yetiforce
Goal: For every successful online payment, the CRM is automatically updated and the corresponding invoices/receipts are issued without manual intervention.
The system will be used by multiple clients (multi-tenant setup), where each client has their own Stripe account and their own Yetiforce instance.
---
Desired Workflow
Upon successful payment:
1. Check if the customer exists in Yetiforce
2. Create the customer if they do not exist
3. Check if the service exists
4. Create the service if it does not exist
5. Issue the invoice/receipt
6. Mark the invoice/receipt as paid
The process must be fully automatic.
---
Customer Management Logic
Customer existence is checked using:
Company name
VAT number (if provided)
Rules:
If a VAT number exists → issue an Invoice
If no VAT number → issue a Receipt
If the customer does not exist → create a new customer
---
Service Logic
The service name is taken from the Stripe product
The service always belongs to a predefined category
If the service does not exist in Yetiforce → create it
If it exists → use the existing record
Price is always defined in Stripe, not in Yetiforce.
---
Invoice/Receipt Logic
For each payment:
Two documents are created (according to internal policy)
The document is marked as paid
Duplicate entries must be avoided
Refunds do not need to be automated
---
System Components
The system is based on:
Stripe
Make (automation platform)
Yetiforce CRM
No custom backend development is required from scratch.
---
Multi-Client Requirement
Each client uses their own Stripe account
Each client uses their own Yetiforce instance
The logic is the same for all, but configuration is per client
---
Freelancer Requirements
Experience with Stripe integrations
Experience with CRM automation
Experience with Make or similar automation tools
Ability to prevent duplicate entries
Delivery of clear documentation and usage instructions
---
Deliverables
Fully functional automation
Testing in sandbox environment
Documentation for usage and configuration
Instructions for replicating the setup for new clients
We are looking for a freelancer to implement an automated integration between:
Stripe
Make
Yetiforce
Goal: For every successful online payment, the CRM is automatically updated and the corresponding invoices/receipts are issued without manual intervention.
The system will be used by multiple clients (multi-tenant setup), where each client has their own Stripe account and their own Yetiforce instance.
---
Desired Workflow
Upon successful payment:
1. Check if the customer exists in Yetiforce
2. Create the customer if they do not exist
3. Check if the service exists
4. Create the service if it does not exist
5. Issue the invoice/receipt
6. Mark the invoice/receipt as paid
The process must be fully automatic.
---
Customer Management Logic
Customer existence is checked using:
Company name
VAT number (if provided)
Rules:
If a VAT number exists → issue an Invoice
If no VAT number → issue a Receipt
If the customer does not exist → create a new customer
---
Service Logic
The service name is taken from the Stripe product
The service always belongs to a predefined category
If the service does not exist in Yetiforce → create it
If it exists → use the existing record
Price is always defined in Stripe, not in Yetiforce.
---
Invoice/Receipt Logic
For each payment:
Two documents are created (according to internal policy)
The document is marked as paid
Duplicate entries must be avoided
Refunds do not need to be automated
---
System Components
The system is based on:
Stripe
Make (automation platform)
Yetiforce CRM
No custom backend development is required from scratch.
---
Multi-Client Requirement
Each client uses their own Stripe account
Each client uses their own Yetiforce instance
The logic is the same for all, but configuration is per client
---
Freelancer Requirements
Experience with Stripe integrations
Experience with CRM automation
Experience with Make or similar automation tools
Ability to prevent duplicate entries
Delivery of clear documentation and usage instructions
---
Deliverables
Fully functional automation
Testing in sandbox environment
Documentation for usage and configuration
Instructions for replicating the setup for new clients