1.Detects new successful payment event
Integrate Stripe (Legacy) and payment tracking tools to capture payer email, payer name, amount, and payment reference to start the ledger entry.
Record successful charges into payments table for finance
Automatically capture new successful payment events across Stripe (Legacy), Delay by Zapier, and Airtable. Create and update when successful charge posts, payer lookup matches, or payment references map β so you can maintain a clean payment ledger, attach it to clients, and reduce manual reconciliation.
How this automation builds an auditable payment ledger
When new successful payment events arrive, delays can cause missing or mismatched entries in your reconciliation ledger. This automation waits for settlement, finds the matching client, and creates and links a payments record in Airtableβso your team can reconcile faster.
Stripe (Legacy)or swap with your favorite app
2.Waits 5 minutes to settle
Integrate Delay by Zapier and timing controls to wait 5 minutes before writing so source systems can settle.
Delay by Zapieror swap with your favorite app
3.Finds client by payer email
Integrate Airtable and database lookup tables to match payer email to your client lookup key and return the client record ID.
Airtableor swap with your favorite app
4.Creates and links payment record
Integrate Airtable and ledger record tables to create the payments record and link the found client record ID to the client link field.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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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