1.Detects new payment received
Integrate Stripe to capture payment reference, payer name, billing email, amount, and transaction date for new transactions.
Create transaction records from every new customer payment
Automatically monitor new payment received in Stripe across Filter by Zapier, Formatter by Zapier, and Webhooks by Zapier. Create and update transaction records when payment succeeds, paid status appears, or non-zero amounts arriveβso you can reconcile billing, normalize payer names, and post finance payloads without manual transaction entry.
How this automation creates transaction records for reconciliation
When new payment events arrive in Stripe, delays can break reconciliation and stall billing. This automation filters qualifying payments, formats payer names, and posts transaction payloadsβso your team can keep finance records consistent automatically.
Stripeor swap with your favorite app
2.Filters qualifying payments
Integrate Filter by Zapier to continue only for successful or paid payments with non-zero amounts.
Filter by Zapieror swap with your favorite app
3.Splits payer name fields
Integrate Formatter by Zapier to split payer full name into first and last name fields when present.
Formatter by Zapieror swap with your favorite app
4.Posts transaction payload to endpoint
Integrate Webhooks by Zapier to post JSON that maps payment and name fields into your finance endpoint.
Webhooks by Zapieror swap with your favorite app
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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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