1.Detect new charge event
Integrate Stripe to normalize the charge payload and trigger downstream reconciliation actions on client cards.
Add or update client payment card with details
Automatically monitor new charge events across Stripe and Trello. Create and update client cards with payment summaries when charges are created or updated, so finance can reconcile, audit, and act without manual data entry.
How this automation preserves audit-ready payment cards
When a charge arrives in Stripe, reconciliation stalls while finance searches for matching client records. This automation delays for finalized metadata, normalizes receipt fields, and finds or creates Trello cards and posts payment summary commentsβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Wait for charge metadata finalize
Integrate Delay by Zapier to pause for 1 minute so the payment record and receipt metadata finalize before writes.
Delay by Zapieror swap with your favorite app
3.Normalize name and pick email
Integrate Code by Zapier and receipt mapping to normalize full name, select preferred email, and prepare payment fields.
Code by Zapieror swap with your favorite app
4.Find client card by email
Integrate Trello and client matching logic to find an existing card on your configured board and return match status.
Trelloor swap with your favorite app
5.Create card when no match
Integrate Trello and client record fields to create a new client card and map normalized name and email.
6.Add payment summary comment
Integrate Trello and payment summary fields to add a comment with date, amount, currency, status, and receipt details.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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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