1.Detects new payment events
Integrate Stripe, payment analytics tools, and reporting systems to capture successful payments for ledger creation.
Create payment ledger row for new client sessions
Automatically monitor successful Stripe payments across finance worksheets. Instantly extract appointment IDs and format session datesβso you can create ledger rows and speed reconciliation without manual sheet updates.
How this automation creates payment ledger rows
When successful payment events arrive, reconciliation can lag and session records go missing. This automation extracts booking references and formats session dates, then creates structured Google Sheets ledger rowsβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Extracts appointment reference
Integrate Formatter by Zapier, text parsing tools, and mapping rules to extract appointment IDs from charge descriptions.
Formatter by Zapieror swap with your favorite app
3.Formats the session date
Integrate Formatter by Zapier and date utilities to convert payment timestamps into your preferred session date format.
4.Creates payments worksheet row
Integrate Google Sheets, spreadsheet templates, and reconciliation trackers to add structured payment fields to your ledger.
Google Sheetsor 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
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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