1.Pulls new payment event details
Integrate Stripe (Legacy) and reporting systems to extract payer details and payment fields to log payment records.
Create payment records for qualifying application fees fast
Automatically track new payment received across Stripe (Legacy), Formatter by Zapier, Filter by Zapier, and Google Sheets. Create and update payment records when successful payment, completed payment, or status changesβso you can format dates, filter qualifying fees, and create spreadsheet rows without manual logging.
How this automation creates payment records fast
When new payment received fires, delays can stall recruiting and billing and force manual entry of payer details. This automation pulls payment payloads and payer info and creates a formatted worksheet row for each qualifying application feeβso your team can review payments without chasing fields.
Stripe (Legacy)or swap with your favorite app
2.Formats payment timestamp for dates
Integrate Formatter by Zapier and reporting tools to map payment timestamps into MM/DD/YY date values for consistent review.
Formatter by Zapieror swap with your favorite app
3.Continues only for qualifying fee records
Integrate Filter by Zapier and data rules to guard against nonqualifying application-fee payments so only matches proceed.
Filter by Zapieror swap with your favorite app
4.Creates a worksheet row for the payment
Integrate Google Sheets and address and contact fields to map payment data into a new row in your configured worksheet.
Google Sheetsor 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
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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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