1.Detects new payment
Integrate Stripe to catch each successful payment and pass payment reference and batch metadata into the workflow to start updates.
Update batch and audit records after payment completion
Automatically monitor successful payments across Stripe and your payment operations tools. Automatically create and update Podio batch and audit records when batch reference payments completeβso you can update completion timestamps, set batch status, and mark audits complete without manual reconciliation.
How this automation updates your batch and audit records
When successful payments arrive but batch and audit statuses lag, reconciliation breaks and reporting gets delayed. This automation monitors Stripe payments and updates Podio batch records and audit itemsβso your team can close the loop faster.
Stripeor swap with your favorite app
2.Generates completion timestamp
Integrate Code by Zapier to run JavaScript and output a localized timestamp to apply to batch and audit record updates.
Code by Zapieror swap with your favorite app
3.Finds batch item
Integrate Podio and workspace search tools to look up a batch record by batch identifier and return the item and audit IDs.
Podioor swap with your favorite app
4.Updates batch item
Integrate Podio to map payment status, payment amount, and script timestamp into the batch fields to set completion data.
5.Loops and updates audits
Integrate Looping by Zapier and Podio update tools to iterate audit IDs and write the completion timestamp and audit status.
Looping by Zapieror swap with your favorite app
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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.
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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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