1.Detect new successful payment
Integrate Stripe to watch each new successful payment and capture payment reference, amount, status, and timestamps.
Log new payments and notify finance channel instantly
Automatically capture new successful payments across Stripe, HubSpot, Formatter by Zapier, Google Sheets, and Slack. Get instant alerts when payments post, payer email matches, or owner mapping completesβso you can log payment rows, reconcile faster, and notify the team without manual reconciliation work.
How this automation accelerates payment reconciliation
When new successful payments arrive, delayed entry can slow reconciliation and create reporting gaps. This automation captures payment details, enriches payer context, records rows in Google Sheets, and posts Slack alertsβso your team can reconcile same-day.
Stripeor swap with your favorite app
2.Find contact by payer email
Integrate HubSpot to search by payer email and retrieve assigned owner fields and contact name for reporting.
HubSpotor swap with your favorite app
3.Translate owner IDs to labels
Integrate Formatter by Zapier and lookup tables to translate owner IDs into human names or team labels.
Formatter by Zapieror swap with your favorite app
4.Create spreadsheet row in finance
Integrate Google Sheets to create a new worksheet row with payment and payer columns mapped to your finance sheet.
Google Sheetsor swap with your favorite app
5.Send channel message for reconciliation
Integrate Slack to post a concise alert mapping payer name, amount, status, and owner so teams reconcile quickly.
Slackor 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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