1.Extract payment and line items
Integrate Plug&Pay and billing tools to capture each completed payment event and extract payment-level fields and line-item arrays.
Create ledger rows for successful subscription payments daily
Automatically monitor completed payment events across Plug and Pay and Zapier and Google Sheets. Create daily ledger rows when qualifying payments complete, line items iterate, and sheet rows appendβso you can protect reconciliation, avoid manual reconciliation, and keep billing ready without manual paperwork.
How this automation protects your reconciliation
When completed payment events happen, delays can break billing reconciliation and lead to missing ledger entries. This automation captures qualifying payments, iterates line items, and appends payment rowsβso your team can reconcile faster without manual spreadsheet work.
Plug&Payor swap with your favorite app
2.Filter qualifying payments
Integrate Zapier and workflow rules to continue only when payments qualify, excluding zero-amount and test transactions.
Email by Zapieror swap with your favorite app
3.Iterate line items outputs
Integrate Zapier and data mapping tools to loop through line items and map per-line pricing, tax rate, and totals.
4.Add rows to payments worksheet
Integrate Google Sheets and spreadsheet mapping tools to add one or more ledger rows with payment and line-item columns.
Google Sheetsor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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