1.Catch new payment events
Integrate Stripe and payment processing tools to detect new payments for reconciliation-ready transaction intake.
Create transaction records for every new payment instantly
Automatically monitor new payment events across Stripe and Airtable. Create and update when billing emails are present, invoice references appear, or transaction details changeβso you can create transaction rows, enrich customer contacts, and speed same day reconciliation without manual reconciliation matching.
How this automation creates transaction records
When new payments arrive, delays can break reconciliation timing and leave payer details inconsistent. This automation captures Stripe payments, waits briefly, and then creates transaction records while normalizing payer fields and updating customer contact dataβso your team matches faster.
Stripeor swap with your favorite app
2.Wait 3 minutes
Integrate Delay by Zapier and workflow timing safeguards to pause briefly before continuing transaction processing.
Delay by Zapieror swap with your favorite app
3.Continue only with billing email
Integrate Filter by Zapier and validation rules to continue only when billing email is present.
Filter by Zapieror swap with your favorite app
4.Normalize billing email and map fields
Integrate Formatter by Zapier and data normalization tools to lowercase and normalize payer email for mapping.
Formatter by Zapieror swap with your favorite app
5.Create transaction record
Integrate Airtable and reconciliation databases to create a transaction row with amount, currency, dates, and references.
Airtableor swap with your favorite app
6.Update customer contact details
Integrate Airtable and customer records to find by customer ID and update empty contact fields, or create a new customer when needed.
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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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