1.Monitor new payment
Integrate Stripe and event monitoring tools to detect new payment events and route qualifying records to automation.
Send new payment details to finance and owner inboxes
Automatically monitor new payment events across Stripe and Zapier email workflows. Send payment alerts and create ledger entries when payment created, payment succeeds, or configured statuses changeβso you can reduce reporting and billing follow-up without manual reporting.
How this automation accelerates payment reconciliation
When new payment events arrive, delays can slow owner decisions and billing actions. This automation filters qualifying payments, sends outbound emails, and creates ledger records in Zapier Tablesβso your team can act same day.
Stripeor swap with your favorite app
2.Continue only for qualifying payments
Integrate Filter by Zapier and workflow rules to evaluate payment status and continue only for allowed payment types.
Filter by Zapieror swap with your favorite app
3.Send payment details to inboxes
Integrate Email by Zapier and email templates to send payer and payment details to configured owner and billing addresses.
Email by Zapieror swap with your favorite app
4.Create payments ledger row
Integrate Zapier Tables and data tracking tools to create or update a payments table row with audit notes and receipts.
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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