1.Monitor new payment
Integrate Stripe and payment event tracking to capture the charge id, amount, customer info, and description to trigger Payments creation.
Create payment record and link to appointment record
Automatically monitor Stripe new payment events across Stripe and Airtable. Create and update payment records, extract appointment references, and link appointmentsβso you can prevent manual matching and speed reconciliation without paperwork.
How this automation links payments to appointments
When successful payments arrive, delays can block reconciliation and slow program confirmation. This automation captures payment details in Airtable, extracts the appointment reference, and updates the Payments record to link to the correct appointmentβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Extract appointment reference
Integrate Formatter by Zapier and text parsing tools to split the payment description and extract the appointment reference for lookup.
Formatter by Zapieror swap with your favorite app
3.Continue only for valid references
Integrate Filter by Zapier to route only payments with an appointment reference and stop invalid lookups early.
Filter by Zapieror swap with your favorite app
4.Create payment record
Integrate Airtable and record mapping tools to create a Payments record and store mapped payment and receipt fields.
Airtableor swap with your favorite app
5.Link payment to appointment
Integrate Airtable and lookup tools to find the appointment by key and update the Payments record with the appointment link.
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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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