1.Detects new payment
Integrate Stripe to trigger on new payment events and map invoice reference and receipt details into your workflow.
Create payment task from paid invoice for projects
Automatically monitor new payments across Stripe for payment reconciliation workflows. Create and update payment tasks when invoice reference is present, invoice status is paid, or payments clearβso you can calculate net totals, populate task context, and reconcile receipts without manual reconciliation.
How this automation creates project payment tasks
When new Stripe payments arrive but invoice details are hard to reconcile, delays can stall project billing visibility. This automation filters qualifying paid invoices, retrieves invoice lines, and creates ClickUp tasks with net totalsβso your team can reconcile receipts fast.
Stripeor swap with your favorite app
2.Checks invoice payment status
Integrate Filter by Zapier to continue only when invoice reference exists and the invoice status is paid.
Filter by Zapieror swap with your favorite app
3.Fetches invoice line items
Integrate Webhooks by Zapier to GET invoice details, expand line items, and pass line names and raw amounts forward.
Webhooks by Zapieror swap with your favorite app
4.Iterates invoice line items
Integrate Looping by Zapier to iterate line items and structure each line for amount transformation.
Looping by Zapieror swap with your favorite app
5.Formats numeric amounts
Integrate AI by Zapier to format each raw amount string with decimal places for accurate calculations.
AI by Zapieror swap with your favorite app
6.Computes net line totals
Integrate Formatter by Zapier to divide formatted amounts by 1.1 and compute net totals for aggregation.
Formatter by Zapieror swap with your favorite app
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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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