Customer Success Automation #1722: Dunning Management with Stripe + Google Sheets + JotForm

Problem

CS teams track dunning management across Stripe, Google Sheets, JotForm, but manual updates mean health scores and account notes drift out of date.

This workflow keeps customer records consistent after each lifecycle event.

Workflow

Event in Stripe → validate payload → update Google Sheets → log outcome for review.

Tools Used

• Stripe
• Google Sheets
• JotForm

Setup Steps

1. Create credentials for Stripe, Google Sheets, JotForm in your orchestration platform.
2. Define the dunning management trigger in Stripe.
3. Map required fields from Stripe to Google Sheets.
4. Add error handling appropriate for a Hard workflow.
5. Run a test payload, then enable production execution (~33 min typical setup in our dataset).

Expected Outcome

• A repeatable dunning management path for customer success teams.
• Less context switching between Stripe and Google Sheets.
• Easier hand-offs for the next ops owner.

Benefits & ROI

• Library metadata: Low ROI tier · Hard difficulty · ~33 min setup estimate.
• Reduces manual dunning management steps between Stripe, Google Sheets, JotForm.
• Provides a baseline you can extend with approvals, logging, or QA gates.

Troubleshooting

• Inspect execution logs for HTTP 429 rate-limit responses.
• Run a single test record before bulk backfill.
• Pause the workflow before rotating API keys, then resume after credentials update.