1.Detect new successful payment
Integrate Stripe and payment event tools to detect a successful charge and trigger deal follow-up updates.
Update deal totals and add payment row for finance
Automatically monitor successful payment charges across Stripe, HubSpot, Formatter by Zapier, and Google Sheets. Create and update when payment succeeds, receipt email matches, or a new charge postsβso you can update deal cash totals, enroll contacts in tracking workflows, and log reconciliation rows without manual reconciliation.
How this automation updates your payment totals
When a new charge succeeds, delays can break cash visibility and slow finance follow-through. This automation finds the matching contact and deal, adds the payment to deal cash totals, updates the record, and logs the payment to a worksheetβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Find contact by receipt email
Integrate HubSpot and CRM lookup tools to find the matching contact so you can retrieve the contact ID.
HubSpotor swap with your favorite app
3.Find associated deal and totals
Integrate HubSpot and CRM deal tools to retrieve the primary associated deal and its current cash totals.
4.Add amount to cash total
Integrate Formatter by Zapier and calculation tools to compute the updated deal cash total from the payment amount.
Formatter by Zapieror swap with your favorite app
5.Update deal cash total and flags
Integrate HubSpot and CRM workflow tools to update deal cash totals and enrollment flags after payment.
6.Create payment reconciliation row
Integrate Google Sheets and reconciliation tools to create a worksheet row with amount, reference, and timestamp.
Google Sheetsor swap with your favorite app
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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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