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Pipedrive and Stripe.
A more connected handoff.

Give Nine access to Pipedrive and Stripe and delegate work across the connected tools. You choose the accounts and actions it can use.

PipedriveStripe
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Pipedrive

Understand the sales work

  • Find deals and customer context

    Read leads, deals, people, organisations, products, and associated records for a sales brief.

  • Review pipeline and activity

    Gather pipeline stages, notes, activities, goals, and available reporting context around the next step.

Keep the follow-through current

  • Maintain records and deal progress

    Create and update CRM records, convert leads and deals, and maintain products or deal participants.

  • Capture activities and supporting material

    Add follow-up activities, notes, tasks, files, and call logs for the next teammate.

  • Carry work into projects

    Create projects and maintain their related tasks and operational details after the sales handoff.

Stripe

Understand the billing picture

  • Find billing customers

    Look up customers and retrieve the record needed to identify the correct account.

  • Read subscriptions and invoices

    Retrieve subscription status and recent invoices for a billing review.

  • Review payments and financial activity

    Read charges, refunds, disputes, balances, payouts, and available report data for an account or finance brief.

Keep billing work moving

  • Prepare billing summaries

    Use invoice records to explain billing status and identify questions for your team.

  • Create a refund with granted access

    A separate refund action is available when explicitly granted. Agree the review and approval steps during onboarding.

  • Maintain subscriptions and invoices

    Create or update subscriptions, invoice items, and invoices, including supported billing adjustments and lifecycle actions.

  • Prepare checkout and payment collection

    Create supported checkout sessions, payment links, payment intents, and billing-portal sessions.

Maintain the commercial setup

  • Work with products, pricing, and discounts

    Maintain products, prices, coupons, promotion codes, and supported quotes.

  • Support tax and usage-based billing

    Work with supported tax calculations and rates, billing meters, usage records, and credit notes.

Connect the context. Agree the handoff.

Pipedrive

Connect your Pipedrive account during onboarding and choose the sales, activity, and project actions Nine can use.

Stripe

Connect the relevant Stripe account through Composio during onboarding. Choose the customer, billing, payment, and reporting actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Pipedrive and Stripe?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.