1.Detects new payment received
Integrate Stripe and payment processing to capture incoming payment details to create reconciliation-ready records.
Create revenue rows from new payment receipts for billing
Automatically monitor new payment received events across Stripe and finance worksheets. Create and update revenue rows when payments arriveβso you can format reconciliation fields, tag customers, and populate fees and tax without manual entry.
How this automation accelerates payment reconciliation
When new payment received events arrive, delays can create reconciliation gaps and unclear fee and tax totals. This automation monitors payment events and formats fields and then creates revenue rowsβso your team can reconcile faster without manual entry.
Stripeor swap with your favorite app
2.Formats payment created date
Integrate Formatter by Zapier and date formatting tools to convert timestamps to M/D/YY date to populate the sheet date column.
Formatter by Zapieror swap with your favorite app
3.Transforms billing customer text
Integrate Formatter by Zapier and text transforms to extract first name and short customer tags to fill customer columns.
4.Creates revenue spreadsheet row
Integrate Google Sheets and spreadsheet mapping to append payment id, amount, fees, tax, and status to revenue rows.
Google Sheetsor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
Set up in minutes
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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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