1.Detects new successful payment
Integrate Stripe and payment processing tools to capture successful payment events and pass amount, currency, and payment details into your workflow.
Create order payment records and log to ledger
Automatically monitor new successful payments across Stripe and Shopify. Create order payment records and log to your ledger when successful payment posts, order reference is present, or customer contact matchesβso you can normalize values, capture order transactions, and append audit rows without manual reconciliation.
How this automation logs payment activity to your ledger
When new payments arrive, delays can break billing and fulfillment visibility and increase reconciliation effort. This automation monitors successful payments, extracts and filters payment details, finds matching orders, and appends ledger rowsβso your team can recognize paid status without chasing records.
Stripeor swap with your favorite app
2.Extracts and normalizes payment fields
Integrate Formatter by Zapier and analytics tools to extract an order reference, normalize currency, and convert amounts to a formatted value.
Formatter by Zapieror swap with your favorite app
3.Filters by configured currency
Integrate Filter by Zapier and reporting rules to continue only when payment currency matches your configured currency for correct order updates.
Filter by Zapieror swap with your favorite app
4.Finds orders and creates transactions
Integrate Shopify and eCommerce order systems to find the order by reference or customer email and create the matching transaction.
Shopifyor swap with your favorite app
5.Appends ledger row for payment
Integrate Google Sheets and finance reporting tools to add an auditable ledger row for each processed payment and capture key billing fields.
Google Sheetsor 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
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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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