1.Detect new payment
Integrate Stripe and payment event delivery to trigger ledger-ready reconciliation for each new payment.
Log received payments to books and campaign ledger
Automatically monitor new payment events across Stripe, Xero, Microsoft Excel, and Microsoft Teams. Create and update when invoice references are present, payer emails match contacts, or fee charges are detectedβso you can post transactions, log ledger rows, and notify owners without manual reconciliation.
How this automation protects your payment books
When new payments arrive in Stripe without consistent invoice context, reconciliation slows and errors slip through. This automation filters qualifying payments, creates Xero receive and fee transactions, appends Excel ledger rows, and notifies Teams with a reconciled summaryβso your team can close books faster.
Stripeor swap with your favorite app
2.Filter qualifying payments
Integrate Filter by Zapier and payment rules to continue only when invoice references provide campaign context.
Filter by Zapieror swap with your favorite app
3.Format invoice line items
Integrate Formatter by Zapier and data transformation to convert invoice metadata into structured line items.
Formatter by Zapieror swap with your favorite app
4.Create transactions in Xero
Integrate Xero and accounting records to find or create contacts and create receive and fee transactions.
Xeroor swap with your favorite app
5.Append payment ledger row
Integrate Microsoft Excel and spreadsheet logging to add a worksheet row for date, amounts, invoice list, and reference.
Microsoft Excelor swap with your favorite app
6.Send payment summary card
Integrate Microsoft Teams and team notifications to post the reconciled payment amount, date, and reference summary.
Microsoft Teamsor 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
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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