1.Catches new payment events
Integrate Stripe and payment routing tools to catch new payment events and pass the full payment payload into the workflow.
Place bank payments on hold for orders
Automatically catch new payment events across Stripe, Filter by Zapier, Formatter by Zapier, and WooCommerce. Automatically create and update order holds when new bank payment is created or status requires action or processing payments match merchant rulesβso you can set orders on-hold, attach transaction IDs, and add billing notes without manual triage.
How this automation protects payment and fulfillment holds
When new Stripe payments arrive, missed holds can cause billing delays and fulfillment missteps. This automation filters qualifying ACH payments, extracts order references, updates orders to on-hold, and adds internal notesβso your team can act immediately.
Stripeor swap with your favorite app
2.Qualifies payment for holds
Integrate Filter by Zapier and payment rules to qualify merchant-matched bank and ACH payments with processing or requires-action statuses to continue work.
Filter by Zapieror swap with your favorite app
3.Extracts order reference
Integrate Formatter by Zapier and text extraction to extract the numeric order reference from payment description or metadata to prepare the match.
Formatter by Zapieror swap with your favorite app
4.Updates order to on-hold
Integrate WooCommerce and order status tools to find the order by extracted reference and set status to on-hold to capture transaction IDs.
WooCommerceor swap with your favorite app
5.Adds internal order note
Integrate WooCommerce and fulfillment tools to create an order note that bank payment is awaiting settlement to guide hold shipment actions.
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Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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