1.Detect new payment event
Integrate Stripe and payment tracking tools to detect successful payments to capture new payment context.
Create ledger rows for incoming payments by year
Automatically monitor Stripe for new payment events across Stripe and accounting data. Create and update year rows when payment succeeds, year routing changes, or payment details populateβso you can post ledger notes, segment by year, and notify downstream systems without manual reconciliation.
How this automation creates year-segmented ledger rows
When new payment events hit Stripe, delays can break year based reconciliation. This automation formats payment timestamps, routes by year, and creates spreadsheet ledger rowsβso your team can post an auditable ledger without manual entry.
Stripeor swap with your favorite app
2.Triggers on successful payment
Integrate Stripe and payment processing data to pass the payment timestamp and payer details to continue year routing.
3.Formats payment timestamp and year
Integrate Formatter by Zapier and date and time tools to extract the payment year to produce a routing value.
Formatter by Zapieror swap with your favorite app
4.Routes to year worksheet
Integrate Filter by Zapier or Paths by Zapier and spreadsheet routing logic to branch by formatted year to choose the destination sheet path.
Filter by Zapieror swap with your favorite app
5.Creates spreadsheet row in year tab
Integrate Google Sheets and spreadsheet templates to map payer details, amount, notes, and date into the configured year worksheet.
Google Sheetsor swap with your favorite app
6.Posts webhook payload downstream
Integrate Webhooks by Zapier and webhook endpoints to post a JSON payload with the new row reference and payer contact for further processing.
Webhooks by Zapieror swap with your favorite app
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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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