1.Receives new payment
Integrate Stripe and payment routing tools to detect incoming subscription payments and to trigger opportunity matching.
Mark donation opportunity as won from subscription payment
Automatically monitor Stripe New Payment events across Stripe and Salesforce. Mark opportunities as Closed Won and reconcile subscription revenue without manual reconciliation.
How this automation reconciles donation revenue faster
When Stripe New Payment is received, late updates can leave donation records out of sync for finance and fundraising. This automation filters subscription events, finds matching recurring donations, and updates opportunities in Salesforceβso your team can reconcile revenue without chasing receipts.
Stripeor swap with your favorite app
2.Continues for matching subscription events
Integrate Filter by Zapier and workflow rules to match configured subscription criteria and to route only relevant payments.
Filter by Zapieror swap with your favorite app
3.Finds recurring donation by subscription ID
Integrate Salesforce and CRM matching tools to map the payment subscription ID and to find the recurring donation record.
Salesforceor swap with your favorite app
4.Formats close date and amount
Integrate Formatter by Zapier and data transformation tools to convert created timestamps and to format close dates and amounts.
Formatter by Zapieror swap with your favorite app
5.Updates opportunity to Closed Won
Integrate Salesforce and CRM update workflows to set Stage to Closed Won and to map amount and close date fields.
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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