1.Monitors new payment
Integrate Stripe, payment data tools, and analytics systems to detect incoming payments and expose payment reference details.
Send payment-link alert to finance and accounting channel
Automatically monitor incoming payments across Stripe and Slack. Get instant alerts when payment arrives, invoice metadata is missing, or charge details failβso you can filter duplicates, fetch charge context, and notify finance without manual reconciliation.
How this automation speeds up reconciliation
When new pay by link payments arrive without invoice context, reconciliation can slow and duplicates can slip through. This automation filters missing invoice metadata, looks up charge details in Stripe, and sends an actionable Slack message to financeβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Filters payments without invoice metadata
Integrate Filter by Zapier, data quality checks, and rule engines to continue only for payments lacking invoice metadata.
Filter by Zapieror swap with your favorite app
3.Finds charge by payment reference
Integrate Stripe and payment lookup tools to fetch full charge details using the payment reference.
4.Sends message to finance channel
Integrate Slack, team messaging, and notification workflows to post payer details and a charge context link to finance.
Slackor swap with your favorite app
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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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