1.Monitor new paid charge event
Integrate Circle and community payment event data to capture charge, refund, member, and product fields to structure finance inputs.
Create finance records from new community payment events
Automatically monitor new paid charge events across Circle payments and payment operations workflows. Create and update finance records when charges arrive and route refunds correctlyβso billing staff can reconcile subscriptions and refund activity without manual entry.
How this automation structures finance rows from refunds
When new paid charge events bring charge and refund details without a structured ledger, reconciliation slows and errors creep in. This automation converts amounts, checks for existing finance rows, and creates transaction or rebill recordsβso your team can reconcile activity faster.
Circleor swap with your favorite app
2.Converts cents and calculates amounts
Integrate Formatter by Zapier and calculation tools to convert amount cents to dollars and compute net and refund amounts.
Formatter by Zapieror swap with your favorite app
3.Finds matching projected finance record
Integrate Airtable and database search to find a projected payment row using payer email and product display name as the key.
Airtableor swap with your favorite app
4.Routes based on projected payment status
Integrate Filter by Zapier and routing rules to choose the flow for creating a transaction row or a rebill row.
Filter by Zapieror swap with your favorite app
5.Creates transaction or rebill record
Integrate Airtable and finance databases to create the right record and map amounts, statuses, ids, member details, and timestamps.
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