Reference · Nodes

Finance integrations and nodes

Finance nodes work with payments, subscriptions, invoices and transfers. Stripe manages charges, customers and coupons; Chargebee manages subscriptions and invoices; Invoice Ninja creates clients, invoices and payments; PayPal sends batch payouts; and Wise handles quotes, transfers and statements. Each of these has a trigger as well, so a successful payment, a failed invoice or a transfer status change can start a workflow.

12 nodes — 7 actions and 5 triggers. Every page documents the shipped node: real parameters, real outputs, real error behaviour.

Payments, billing and transfers

Stripe creates charges and coupons, manages customers and their cards, reads account balances and records billing meter events. Chargebee manages customers, invoices and subscriptions, including the PDF download link for an invoice. Invoice Ninja covers the whole invoicing cycle: clients, invoices, payments, expenses, quotes, tasks and bank transactions, and it can email an invoice to a client. PayPal creates batch payouts to many recipients and tracks their status. Wise reads exchange rates, creates quotes and transfers, and downloads statements and transfer receipts as PDF. CoinGecko returns cryptocurrency prices, market data and historical snapshots.

Payment providers send many kinds of event through one trigger, so these nodes are usually paired with Switch or Filter from Core Nodes, and with Data Table when a workflow needs to remember what it has already handled across runs. For reporting, Chargebee and Invoice Ninja list invoices, and Wise downloads account statements as CSV or PDF, which Extract from File can turn into rows for the next node.

Triggers

All webhook triggers: Stripe Trigger, PayPal Trigger, Chargebee Trigger, Invoice Ninja Trigger and Wise Trigger.

Example workflows

Chase unpaid invoices. Invoice Ninja lists all unpaid invoices, Filter keeps the ones past their due date, and Invoice Ninja emails each invoice to its client again.
Respond to a cancellation. Stripe Trigger fires when a subscription is cancelled, Stripe creates a coupon for a discount, and Simple LLM composes a personalized message to send with it.
Price watch. On a schedule, CoinGecko gets the current price of Bitcoin in USD, If checks whether it crossed a threshold, and Data Table inserts a row recording the price and the time.

Actions

Chargebee Manage customers, invoices, and subscriptions in the Chargebee subscription billing platform. Action CoinGecko Retrieve cryptocurrency prices, market data, historical snapshots, OHLC candlestick charts, ticker information, and crypto events from the CoinGecko public API. Action Invoice Ninja Manage invoicing, billing, and financial data via the Invoice Ninja API. Create and manage clients, invoices, payments, expenses, quotes, tasks, and bank transactions. Action PayPal Manage PayPal batch payouts: create payouts to multiple recipients, track batch and item statuses, and cancel unclaimed items. Action QuickBooks Online Manage financial data in QuickBooks Online including bills, customers, employees, estimates, invoices, items, payments, purchases, transactions, and vendors. Supports PDF download for invoices, estimates, and payments. Action (binary) Stripe Interact with the Stripe payment processing API to manage charges, customers, coupons, customer cards, sources, tokens, meter events, and account balances. Action Wise Manage international money transfers, multi-currency accounts, exchange rates, quotes, recipients, and transfers via the Wise (TransferWise) API. Supports statement download (CSV/PDF/XML) and transfer receipt PDF download. Action (binary)

Triggers

Nodes that START a workflow when something happens.

Chargebee Trigger Starts a workflow when Chargebee sends a webhook event, filtering by specific event types like subscriptions, invoices, or payments. Webhook trigger Invoice Ninja Trigger Starts a workflow when a client, invoice, quote, payment, or vendor event occurs in Invoice Ninja. Webhook trigger PayPal Trigger Starts workflow when a PayPal event occurs (payments, subscriptions, disputes, etc.) Webhook trigger Stripe Trigger Starts workflow when a Stripe event occurs (payments, subscriptions, invoices, etc.) Webhook trigger Wise Trigger Receives webhook notifications from Wise for transfer state changes, balance credits, and balance updates to start a workflow. Webhook trigger

Frequently asked questions

Which finance events can start a workflow?

Stripe Trigger fires on payments, subscriptions, invoices and checkout sessions. PayPal Trigger fires on payments, subscriptions, refunds and disputes, Chargebee Trigger on subscription, invoice and payment events, Invoice Ninja Trigger on client, invoice, quote, payment and vendor events, and Wise Trigger on transfer state changes and balance updates. All of them receive webhooks.

Do finance nodes need credentials?

Yes, except CoinGecko, which reads the public CoinGecko API without one. Stripe and Stripe Trigger share a Stripe API credential with a secret key and a signing secret, PayPal and PayPal Trigger share a PayPal API credential, and Wise and Wise Trigger share a Wise API credential. Chargebee Trigger is the exception among the pairs: it uses a webhook credential separate from the Chargebee node's API credential.

How do finance nodes combine with AI and core nodes?

Core nodes do most of the routing: Switch sends each event down a branch by its type, and Filter keeps only the failures. AI nodes help where documents are involved, for example OpenAI Structured Output parsing an invoice into line items with amounts and descriptions before Invoice Ninja creates an expense record from them.

Last reviewed 2026-09-27. Spotted something wrong? Tell us.