1.Monitors new successful charges
Integrate Stripe, event ingestion tools, and payment tracking to detect new successful charges and trigger record creation.
Create payment records automatically for successful online charges
Automatically monitor successful payment events in Stripe and Airtable. Create payments records, match clients or appointments, and email the practice ownerβso you can reconcile charges without manual data entry.
How this automation speeds up payment reconciliation
When successful payment charges hit Stripe, delays can create reconciliation gaps. This automation formats amounts, creates payment records, and links them to the right client or appointmentβand notifies the practice owner so your team can reconcile faster.
Stripeor swap with your favorite app
2.Formats charge amount to decimal
Integrate Formatter by Zapier and currency formatting tools to convert smallest-unit amounts and to normalize amounts for payment recording.
Formatter by Zapieror swap with your favorite app
3.Creates a payment record
Integrate Airtable and spreadsheet-style databases to create a payments record and to store charge reference, payer email, and date.
Airtableor swap with your favorite app
4.Finds matching client or appointment
Integrate Airtable and lookup utilities to find a matching client or appointment and to align payer email to the right record.
5.Notifies the practice owner
Integrate Email by Zapier and messaging templates to send payment details and to notify the practice owner for quick reconciliation.
Email 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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