1.Monitor new payment events
Integrate Stripe and payment event triggers to start the flow when each incoming payment event occurs.
Update client billing records after payment received
Automatically monitor new payment events across Stripe and update account payment fields in Salesforce. Automatically create and update payment records and notify billing when payment status changes or refunds happenβso you can reduce reporting, speed triage, and avoid payment-data gaps without manual reconciliation.
How this automation protects your payment records
When new payment events hit Stripe, delays can stall reconciliation and slow exception resolution. This automation formats payment dates, updates Salesforce account payment fields, and notifies Slack for ops triageβso you can reconcile faster.
Stripeor swap with your favorite app
2.Format created timestamp
Integrate Formatter by Zapier, and date formatting tools to convert the created timestamp into a readable last payment date.
Formatter by Zapieror swap with your favorite app
3.Find account by Stripe customer ID
Integrate Salesforce and account lookup tools to match the Stripe customer ID to the correct existing account record.
Salesforceor swap with your favorite app
4.Update last payment fields
Integrate Salesforce and CRM record updates to write last payment amount and last payment date onto the matched account.
5.Notify billing for exceptions
Integrate Slack and billing triage tools to post a channel message for refunded, canceled, or other non-success payment statuses.
Slackor swap with your favorite app
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Explore all payment reconciliation automations
Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
Set up in minutes
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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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