1.Watch payment succeeded
Integrate Chargebee and billing triggers to detect successful subscription payments for reconciliation.
Create payment record, update customer ledger and contacts
Automatically monitor payment succeeded events across Chargebee and accounting spreadsheets. Create and update ledger and contact records when payments post, ledger rows match, or balances need refreshβso you can prevent manual reconciliation, update payment history, and keep customer status current.
How this automation keeps payment reconciliation on track
When payment succeeded events arrive, delays and mismatched records can slow month-end close. This automation delays writes, formats payment data, updates or creates ledger rows, and refreshes contact balancesβso your team can trust same-day reconciliation.
Chargebeeor swap with your favorite app
2.Wait 3 minutes
Integrate Delay by Zapier and workflow timing tools to delay writes before ledger and contact updates.
Delay by Zapieror swap with your favorite app
3.Format payment date and amount
Integrate Formatter by Zapier and data mapping tools to format payment date and numeric amount for records.
Formatter by Zapieror swap with your favorite app
4.Look up ledger row
Integrate Google Sheets and spreadsheet lookup tools to find the matching ledger row by subscription ID.
Google Sheetsor swap with your favorite app
5.Update or create ledger row
Integrate Google Sheets and spreadsheet writing tools to update existing ledger fields or create new rows.
6.Update contact balance and status
Integrate Zapier Tables and contact record updates to refresh available balance and status by email.
Zapier Tablesor 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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