1.Captures new form submission fields
Integrate Gravity Forms and form submission tools to capture submission payload and map payment fields to the workflow.
Create payment processing task and record for memberships
Automatically capture new membership payment submissions across Gravity Forms and map payment details into Zapier Tables and ClickUp. Create and update payment records and tasks when submissions arrive, so you can extract secure logging details, assign owners, and reconcile faster without manual paperwork.
How this automation accelerates payment triage
When new membership payment submissions arrive, delays can stall triage and reconciliation. This automation captures submission data and formats secure fields, then creates a payment record and a ClickUp taskβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Extracts numeric card digits and masks output
Integrate Formatter by Zapier and secure logging tools to extract numeric characters and output masked card digits.
Formatter by Zapieror swap with your favorite app
3.Converts payment option and type to dropdown IDs
Integrate Code by Zapier and data mapping tools to convert payment option and method into dropdown ID values.
Code by Zapieror swap with your favorite app
4.Creates payment record in Zapier Tables
Integrate Zapier Tables and contact matching tools to create a centralized payment record and return its record ID.
Zapier Tablesor swap with your favorite app
5.Creates membership task and assigns owner
Integrate ClickUp and task management tools to create tasks, set due dates, and include amount and transaction ID.
ClickUpor 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
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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