1.Detects new payment
Integrate Stripe and payment metadata tools to capture new payment events for invoice matching.
Mark invoices paid across accounting and CRM records
Automatically monitor new payments across Stripe and route them to the right records in Xero and Airtable. Find the invoice match when payment completes, invoice reference included, or invoice reference mapsβso you can update paid status, write paid dates, and route payment notes without manual reconciliation.
How this automation updates your paid invoices
When new payments arrive without matching invoice details, reconciling statuses across accounting and CRM slows down and errors increase. This automation monitors new payments, filters by invoice reference, finds the right invoice, routes record matches, and updates paid fieldsβso your team can close books faster.
Stripeor swap with your favorite app
2.Continues only with invoice reference
Integrate Filter by Zapier and metadata validation tools to proceed only when an invoice reference is present.
Filter by Zapieror swap with your favorite app
3.Finds invoice in Xero
Integrate Xero and invoice search tools to locate the matching invoice using the invoice reference value.
Xeroor swap with your favorite app
4.Routes to the right Airtable table
Integrate Paths by Zapier and record routing logic to select the correct Airtable base and table using contains rules.
Paths by Zapieror swap with your favorite app
5.Finds the matching record
Integrate Airtable and spreadsheet search tools to find the first matching record from the invoice reference.
Airtableor swap with your favorite app
6.Updates record as paid
Integrate Airtable and reconciliation fields to update status, paid date, and payment source notes.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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