1.Receive input payload
Integrate Sub-Zap by Zapier and mapping tools to map source fields to payment reference, names, dates, and email for downstream use.
Create free-trial records and fetch payment net balance
Automatically process incoming customer payload across Sub-Zap by Zapier, Filter by Zapier, Stripe, and Zapier Tables. Create and update when payment reference appears, charges are found, or trial fields populateβso you can calculate net balance, create trial tracking records, and return reconciliation outputs without manual reconciliation.
How this automation reconciles payments and safeguards trial follow-up
When incoming customer payloads arrive without a consistent process, reconciliation takes longer and trial follow-up can be missed. This automation classifies records, searches Stripe balances, creates trial entries in Zapier Tables, and returns net-balance outputsβso your team can reconcile faster.
Sub-Zap by Zapieror swap with your favorite app
2.Branch by payment reference
Integrate Filter by Zapier to route records with a payment reference to the paid path or send trial records onward.
Filter by Zapieror swap with your favorite app
3.Search payment by reference
Integrate Stripe and billing tools to search for the payment reference and extract the charge balance transaction net value.
Stripeor swap with your favorite app
4.Create trial tracking record
Integrate Zapier Tables and contact data tools to create a trial record with mapped name, customer id, trial start, end, and email.
Zapier Tablesor swap with your favorite app
5.Return net-balance output
Integrate Sub-Zap by Zapier and workflow handoffs to return net-balance for paid records or 0 for trial records.
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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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