1.Detects new payment row
Integrate Airtable and spreadsheet mapping tools to read the new payment row and map payment reference to search keys
Update payment and invoice records from new payments
Automatically detect new payment rows across Airtable and Stripe. Create and update invoice and payment records when payment row created, gateway charge is found, or gateway charge is missingβso you can update invoice status, attach receipts, and flag exceptions without manual reconciliation.
How this automation keeps invoice records accurate
When new payment rows arrive, reconciliation gaps can delay billing and revenue recognition. This automation finds gateway charges and updates Airtable invoice and payment records and notifies billing recipientsβso your team can resolve exceptions faster.
Airtableor swap with your favorite app
2.Finds matching gateway charge
Integrate Stripe and analytics tools to search by payment reference and return charge status, amount, and receipt details
Stripeor swap with your favorite app
3.Routes based on payment type
Integrate Paths by Zapier and routing rules to branch invoice payments, deposit payments, or payment not found outcomes
Paths by Zapieror swap with your favorite app
4.Updates invoice and payment records
Integrate Airtable and record management tools to update invoice status and receipts, or create and link deposit invoices
5.Alerts billing recipients
Integrate Email by Zapier and notification tools to send a compact not found alert with the payment row reference
Email by Zapieror 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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