1.Detect new completed payments
Integrate Stripe and billing intake tools to capture charges and map payment fields for payment amount and payer name.
Create payment record and link to client record
Automatically capture new completed Stripe charges across Stripe and Zapier Tables. Create and update payment items in monday.com, and link them to the right client record, so you can reconcile payments, reduce follow-up, and keep records current without manual paperwork.
How this automation accelerates your payment records
When new Stripe charges complete, payment details can get stuck in inboxes and spreadsheets. This automation maps payment amounts and references, finds matching client records, and creates payment items and links them backβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Filter for expected intake source
Integrate Filter by Zapier and metadata checks to continue only for payments from the configured intake source.
Filter by Zapieror swap with your favorite app
3.Extract booking or invoice reference
Integrate Formatter by Zapier and text parsing tools to extract booking or invoice id from the payment description.
Formatter by Zapieror swap with your favorite app
4.Find matching client record
Integrate Zapier Tables and record lookup to search your Clients table and return the matched record id.
Zapier Tablesor swap with your favorite app
5.Create payment item and link
Integrate monday.com and project board tools to create a Payments board item and link it to the client record.
monday.comor swap with your favorite app
6.Update client with payment id
Integrate Zapier Tables and data updates to write the created payment item id back to the client record field.
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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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