1.Monitors new charge event
Integrate Stripe, payment metadata, and event triggers to detect new charge events for reconciliation
Create payment sheet row for program course orders
Automatically monitor new charge events across Stripe and map qualifying program or course charges across WooCommerce and Google Sheets. Create and update reconciled payment rows when charge descriptions match configured keywordsβso you can capture orders, format totals, and keep finance reports without manual reconciliation.
How this automation creates reconciled payment rows
When new charge events arrive, reconciliation delays can create reporting gaps and downstream payment issues. This automation filters qualifying course charges, enriches them with order details, and creates a single Google Sheets rowβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Filters charges by description
Integrate Filter by Zapier and data validation tools to continue only for charges with matching description keywords
Filter by Zapieror swap with your favorite app
3.Finds matching order
Integrate WooCommerce and order search tools to look up order totals and item details from charge metadata
WooCommerceor swap with your favorite app
4.Formats dates and totals
Integrate Formatter by Zapier and data formatting tools to standardize localized dates, totals, and discounts
Formatter by Zapieror swap with your favorite app
5.Creates spreadsheet row
Integrate Google Sheets and spreadsheet reporting to create a reconciled row with amounts, discounts, and items
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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