1.Captures new charge metadata
Integrate Stripe, payment gateways, and analytics tools to capture incoming charge metadata and fee fields for lookup.
Update CRM payment records from new gateway charges
Automatically monitor new charge and payment metadata across Stripe and Beacon. Create and update when charges match your configured source, when transaction identifiers normalize, or when fees and currency arriveβso you can update CRM payments, map external IDs, and mark paid status without manual reconciliation.
How this automation updates your CRM payment records
When new charge events hit Stripe without CRM mapping, payment views become incomplete and reconciliation slows. This automation filters by source, normalizes transaction IDs, and updates matching Beacon payment recordsβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Filters charges by source
Integrate Filter by Zapier and source matching tools to continue only for charges matching your configured source.
Filter by Zapieror swap with your favorite app
3.Delays updates briefly
Integrate Delay by Zapier and workflow scheduling to pause 5 to 10 minutes before updating payment records.
Delay by Zapieror swap with your favorite app
4.Normalizes transaction reference
Integrate Code by Zapier and data formatting tools to normalize the transaction identifier for payment record lookup.
Code by Zapieror swap with your favorite app
5.Finds and updates payment record
Integrate Beacon and CRM payment records to find matching payments and update external IDs, fees, currency, and paid status.
Beaconor swap with your favorite app
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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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