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Paystack — customer history

One customer's payment history and lifetime spend.

What it does

One customer's payment history and lifetime spend, looked up by email. Reach for it when an agent needs to know who it is talking to before deciding what to say.

What you need

Secret key from Paystack. Paystack → Settings → API Keys & Webhooks. The secret key, not the public one — the public key cannot read transactions.

Connecting it

Credentials belong to one project, not to your workspace and not to you. A system built for one client never runs on another client's account, and a package handed to a business runs on theirs.

  1. Open the project and stay on the Visual Editor tab.
  2. Open the Tools & Integrations rail on the right.
  3. Find this tool, open it, and paste the credential.

To change it later, open the same panel — you can leave the key blank to keep the stored one and change only the other field.

Using it in a step

An Action step runs one tool with the arguments you type, exactly as written, with no model involved — so it costs nothing per run and behaves the same every time. Add one from the canvas toolbar, choose Paystack — customer history, and fill in:

Field Required What goes in it
email yes The address used at checkout, which is often not the one they write to you from.

Values can carry results forward: {{previous}} is the step before, and {{row:column}} is a column from the row this run is about when the trigger fans out.

Press Try it to run the step on its own before committing to a whole sequence.

Using it with an agent

Tick Paystack — customer history on any agent that should be able to call it, and the agent decides when to. Use an agent when the judgement matters and an Action step when the certainty does.

A worked example

Support receives a complaint. Before drafting a reply, the agent checks whether this is a first-time buyer or somebody who has spent ₦2m over two years, and the reply is written accordingly.

When it goes wrong

No history for an address that has certainly bought something. Paystack matches on the email used at checkout, which is often not the one they email you from.

See also