1.Detects new paid invoices
Integrate Stripe, billing systems, and event triggers to detect New Invoice (paid) and start invoice-to-cash processing.
Create sales invoice record from completed payment events
Automatically monitor New Invoice (paid) events across Stripe, Keap, Formatter by Zapier, Xero, MySQL, and Slack. Create and update when paid invoices arrive, line items qualify, or contact data is incomplete—so you can create invoices, record payments, and notify finance without manual reconciliation.
How this automation accelerates your invoice-to-cash
When New Invoice (paid) events arrive, delays can cause revenue tracking gaps and manual follow-up. This automation creates sales invoices, logs payment rows, and notifies finance—so your team can reconcile revenue without manual entry.
Stripeor swap with your favorite app
2.Finds or creates the customer
Integrate Keap and contact matching tools to Find Contact, map invoice email to contact email, and create missing contacts to return contact IDs.
Keapor swap with your favorite app
3.Parses and normalizes line items
Integrate Formatter by Zapier and data parsing tools to Parse Line Items and normalize invoice line descriptions into accounting line fields.
Formatter by Zapieror swap with your favorite app
4.Creates the sales invoice
Integrate Xero and accounting records to Create Sales Invoice, mapping invoice reference, date, and parsed line amounts to set ledger-ready lines.
Xeroor swap with your favorite app
5.Inserts an audit-ready payment row
Integrate MySQL and analytics tables to Insert Payment Row by writing invoice reference, amount, currency, contact ID, and parsed metadata.
MySQLor swap with your favorite app
6.Posts missing contact notification
Integrate Slack and notification channels to Send Channel Message when a contact is missing or created, so finance gets invoice reference and status.
Slackor swap with your favorite app
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Add or update paid invoices in your payments tracker
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Explore all invoice-to-cash automations
Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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