1.Receives new payment
Integrate Stripe and payment mapping rules to capture payment identifiers, amount, currency, fee, and timestamp to date fields.
Create payment records and email billing daily summary
Automatically detect new payment events across Stripe and billing tools. Create and update payment records and send same day email summaries when payment succeeds, payment arrives, or charge timestamps postβso you can log entries, compile totals, and brief billing without manual reporting.
How this automation compiles daily billing summaries
When new payment events hit your account, delays can cause gaps in what finance bills for and what records show. This automation creates Payments records, compiles todayβs totals, and sends same day billing summariesβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Filters qualifying payments
Integrate Filter by Zapier and payment validation rules to continue only for succeeded charges with required description data.
Filter by Zapieror swap with your favorite app
3.Creates Payments record
Integrate Zapier Tables and data mapping tools to create a Payments row and store payment identifiers, amounts, fees, currency, and date.
Zapier Tablesor swap with your favorite app
4.Finds records for today
Integrate Zapier Tables and reporting filters to find Payments rows newer than yesterday and return counts and aggregated totals.
5.Sends billing daily summary
Integrate Email by Zapier and billing templates to send the same day summary email with todayβs count and total amounts.
Email by Zapieror 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
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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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