1.Detects new payment
Integrate Stripe and payment tracking tools to capture each incoming card charge and trigger payment processing.
Create accounting invoices and payments from card charges
Automatically monitor new card charges across Stripe and route them into your payment ledger via Airtable and QuickBooks Online. Create payment records and extract invoice references from Gmail activityβso you can post accurate transactions without manual entry.
How this automation speeds up payment record creation
When new card charges land, transactions can sit unlogged and reconciliation can drift. This automation captures each payment in Airtable, extracts invoice references from Gmail, and posts payments in QuickBooks Onlineβso your team can close the books faster.
Stripeor swap with your favorite app
2.Creates payment record
Integrate Airtable and spreadsheet databases to create a payment row and map payer name, amount, date, and charge ID.
Airtableor swap with your favorite app
3.Finds invoice message
Integrate Gmail and email parsing tools to find messages by charge ID or customer email and collect subject and body.
Gmailor swap with your favorite app
4.Extracts invoice reference
Integrate Code by Zapier and text parsing utilities to extract an eight-digit invoice number from email raw text.
Code by Zapieror swap with your favorite app
5.Finds invoice and creates payment
Integrate QuickBooks Online and accounting workflows to find invoices and create payments, or draft an invoice when missing.
QuickBooks Onlineor swap with your favorite app
6.Searches contact and opportunity
Integrate Copper and CRM enrichment tools to find or create QuickBooks customers so invoice and payment posting can proceed.
Copperor swap with your favorite app
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Explore all payment processing management automations
Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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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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