1.Captures new invoice
Integrate Stripe and finance workflows to capture each incoming invoice to trigger invoice record creation.
Create invoice records in a central payments table
Automatically capture new invoice events across Stripe and normalize amounts and dates. Create and update standardized invoice records in Zapier Tablesβso you can reconcile faster, report accurately, and review exceptions without manual data entry.
How this automation standardizes your invoice records
When new invoices arrive from Stripe, delays in entry can slow reconciliation and reporting. This automation formats invoice fields and creates or updates Zapier Tables recordsβso your team can reconcile payments without manual copying.
Stripeor swap with your favorite app
2.Normalizes amounts and dates
Integrate Formatter by Zapier and data formatting tools to convert raw amounts and timestamps into consistent fields.
Formatter by Zapieror swap with your favorite app
3.Creates invoice record
Integrate Zapier Tables and reconciliation tools to create a standardized invoice record for payments tracking.
Zapier Tablesor swap with your favorite app
4.Finds or updates by invoice ID
Integrate Zapier Tables and record matching tools to update an existing invoice record when duplicates are detected.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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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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