1.Gets community member paid charges
Integrate Circle and payment sources to trigger on each new paid charge and route details to a reconciliation workflow.
Create community payment records in a central ledger
Automatically capture new community member paid charges across Circle and Stripe. Create and update payment records in Airtable when paid charges post, charge email matches, or payer identifiers appearβso you can reconcile same-day totals, reduce matching errors, and keep audit-ready amounts without manual reconciliation.
How this automation records your community payment ledger
When community member paid charges arrive, delayed posting increases reconciliation effort and risk of mismatches. This automation captures payment charges and normalizes amounts and creates central ledger recordsβso your team can reconcile same-day with cleaner data.
Circleor swap with your favorite app
2.Finds the matching customer in Stripe
Integrate Stripe and customer lookup tools to search gateway customers and output the matching customer id.
Stripeor swap with your favorite app
3.Normalizes amounts for reporting
Integrate Formatter by Zapier and currency formatting tools to convert cents to decimals and normalize amount fields.
Formatter by Zapieror swap with your favorite app
4.Creates the central ledger record
Integrate Airtable and ledger tables to map payer details and create a transaction record with audit-ready fields.
Airtableor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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