1.Monitor new payments
Integrate Stripe and payment tracking tools to detect new successful payments and start the workflow for reporting records.
Create payment records from online form for reporting
Automatically capture successful charge events across Stripe and Zapier Tables. Create and enrich payment records when successful charge received, billing details update, or payments get capturedβso you can format buyer names, save reporting fields, and store payment metadata without manual reporting.
How this automation creates payment records for reporting
When a new successful payment hits Stripe, delays can break reporting timelines. This automation formats buyer details and creates Zapier Tables records and stores payment metadataβso your team can report without manual data entry.
Stripeor swap with your favorite app
2.Split billing name fields
Integrate Formatter by Zapier and data transformation tools to split billing name text and format first and last name values.
Formatter by Zapieror swap with your favorite app
3.Create payment records
Integrate Zapier Tables and reporting tables to create records, write buyer details, and store payment metadata for attribution.
Zapier Tablesor 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
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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Allen Lai, Head of Customer Experience
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