1.Monitor new payment event
Integrate Stripe, payment tracking, and transaction event monitoring tools to start the workflow when a new payment event occurs.
Create and update payment records for customer transactions
Automatically monitor new payment events across Stripe and Zapier Tables. Create and update payment records when payment events, refund events, or payment references changeβso you can normalize transaction dates, update refund statuses, and keep ledger-ready rows without manual reconciliation.
How this automation creates payment-ready records
When new payment events arrive, delays can break transaction reporting and refund handling. This automation filters qualifying payments and refunds, normalizes dates and payer details, and creates or updates transaction recordsβso your team can keep records accurate without manual reconciliation.
Stripeor swap with your favorite app
2.Routes qualifying payment or refund
Integrate Filter by Zapier and event routing tools to route events by object or type and description keywords.
Filter by Zapieror swap with your favorite app
3.Formats date and extracts payer
Integrate Formatter by Zapier and data normalization tools to format the payment timestamp and extract payer name.
Formatter by Zapieror swap with your favorite app
4.Updates existing record for refunds
Integrate Zapier Tables and payment reference matching to update negative refund amount and refund status and add a refund date.
Zapier Tablesor swap with your favorite app
5.Creates transaction row for payments
Integrate Zapier Tables and record creation tools to create a new transaction row when no match is found for payments.
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Explore all payment processing management automations
Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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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