1.Captures new Stripe payment
Integrate Stripe to detect each new payment and trigger creation of a new transaction entry.
Create payment record and start client onboarding same day
Automatically monitor new Stripe payments across Stripe, Zapier Tables, and Slack. Create and update when payment ID is new, client totals need recalculation, or first-time payers qualifyβso you can create transactions, update client status, and start onboarding without manual reconciliation.
How this automation creates payment records and accelerates onboarding
When new Stripe payment posts, delays can stall client onboarding and lead to manual payment reconciliation. This automation formats payment data, finds and updates client transactions, and triggers onboarding with accounting notificationsβso your team can onboard faster.
Stripeor swap with your favorite app
2.Formats the payment date
Integrate Formatter by Zapier to map the payment created timestamp into a transaction date for reporting.
Formatter by Zapieror swap with your favorite app
3.Finds client by identifier
Integrate Zapier Tables to look up the client record and stop on duplicates by Payment ID.
Zapier Tablesor swap with your favorite app
4.Computes updated total paid
Integrate Code by Zapier to calculate the client new total paid using the existing total and payment amount.
Code by Zapieror swap with your favorite app
5.Creates transaction and updates client
Integrate Zapier Tables to create the transaction, update client total-paid, and set paid or active flags.
6.Runs onboarding for first-time payers
Integrate Sub-Zap by Zapier and Slack to trigger first-time onboarding and notify accounting with the new transaction link.
Sub-Zap by Zapieror swap with your favorite app
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Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
Set up in minutes
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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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