- Payment Automation
- Payment Management
- Centralized payment logging
Log new payment transactions into a centralized database for easy tracking and management
This automation category streamlines the process of capturing payment transactions by automatically logging them into a single, centralized database. By eliminating manual data entry and ensuring every payment and refund is recorded accurately, users maintain up-to-date financial records without lifting a finger. This provides real-time visibility into revenue, reduces errors, and frees up time for higher-value tasks.
Filter by common apps:
Square
Airtable
Kajabi
LeadConnector
Notion
Stripe
YNAB
Skool
Formatter by Zapier
Circle
Dubsado
Double HQ
Xero
- Record new Square payment details in Airtable for tracking and analysis
- Update contact info and add lead to workflow in LeadConnector from new payment in Kajabi
Update contact info and add lead to workflow in LeadConnector from new payment in Kajabi
- Record new payment transactions in YNAB from Stripe charges
Record new payment transactions in YNAB from Stripe charges
- Record new paid member details in Airtable from Skool, and format payment date
Record new paid member details in Airtable from Skool, and format payment date
- Record payment details from Square orders in Notion database
Record payment details from Square orders in Notion database
- Record payment details in Airtable for new Circle members when charges are paid
Record payment details in Airtable for new Circle members when charges are paid
- Create client in Keeper when new payment is received in Dubsado
Create client in Keeper when new payment is received in Dubsado
- Log new Xero payment transactions in Notion for better tracking
Log new Xero payment transactions in Notion for better tracking