1.Captures new payment details
Integrate Stripe and payment intake tools to trigger capture of payment amount, customer email, and timestamp for ledger updates.
Record monthly payments and update client ledger entries
Automatically monitor new payments from Stripe across reporting and CRM tools. Create and update when monthly billing payments arrive, customer emails are present, or ledger fields need refresh β so you can format amounts, add rows, and update client records without manual reconciliation.
How this automation records monthly payments
When new payments arrive for monthly billing, delays can break reconciliation and reporting. This automation captures payment details, formats ledger fields, and creates and updates client records and CRM contactsβso your team can keep ledgers accurate.
Stripeor swap with your favorite app
2.Formats payment date and amount
Integrate Formatter by Zapier, data formatting tools, and normalization rules to convert raw timestamp and amount for sheet-ready values.
Formatter by Zapieror swap with your favorite app
3.Creates finance spreadsheet row
Integrate Google Sheets, reporting tools, and spreadsheet tracking to create a new row for each monthly payment entry.
Google Sheetsor swap with your favorite app
4.Finds matching client record
Integrate Zapier Tables and client lookup data to find the client record by customer email and return the record id.
Zapier Tablesor swap with your favorite app
5.Updates months paid and LTV
Integrate Zapier Tables and finance calculation fields to update months paid and LTV in the client tracker record.
6.Adds or updates contact
Integrate LeadConnector and CRM contact tools to add or update the contact, including the configured monthly payment tag.
LeadConnectoror swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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