1.Monitors successful new payments
Integrate Stripe and payment event payloads to trigger processing on each successful payment and centralize payment details.
Create payment records and invoice numbers from payments
Automatically capture new payment events from Stripe across invoice counter tables and finance transaction tables. Create and update invoice numbers and payment records when new payments post or payments need counter increments or duplicate rows show upβso you can reconcile faster and avoid manual reconciliation.
How this automation creates invoice-ready records
When new payment events post, delays can cascade into incorrect invoices and slower reconciliation. This automation formats payment dates, finds and updates year-based counters, and creates transaction rowsβso your team can reconcile with consistent invoice numbers.
Stripeor swap with your favorite app
2.Formats payment date and year
Integrate Formatter by Zapier and date formatting tools to format the payment timestamp and extract the year fragment.
Formatter by Zapieror swap with your favorite app
3.Finds matching year counter
Integrate Zapier Tables and table lookup tools to search the invoice counter record for the year fragment.
Zapier Tablesor swap with your favorite app
4.Updates or creates year counter
Integrate Zapier Tables and record updates to increment the counter value or create a new year counter record.
5.Creates finance transaction row
Integrate Zapier Tables and transaction records to create a payment transaction row with the computed invoice number.
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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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