Skip to content

Create subscription entries on payment completion for ops

Automatically capture new payment charge completed events across Stripe and Chargify. Create and update subscription records when payments complete, charge succeeds, or payment is capturedβ€”so you can create subscriptions, normalize names, and match products without manual data entry.

How this automation creates subscription records

When new payment charge completed happens, subscription info can be delayed or incorrect across teams. This automation parses payer names and selects customer identifiers, then creates subscription recordsβ€”so your team can keep recurring access accurate.

  1. 1.New payment trigger fires

    Integrate Stripe and payment processing tools to capture charge completed events to trigger subscription creation.

    Stripeor swap with your favorite app
  2. 2.Parses payer full name

    Integrate Code by Zapier and data formatting tools to split billing names into first and last fields to normalize customer names.

    Code by Zapieror swap with your favorite app
  3. 3.Looks up or prepares customer ID

    Integrate Formatter by Zapier and customer lookup tools to map payment email and names to a customer ID to select the right account.

    Formatter by Zapieror swap with your favorite app
  4. 4.Creates subscription request

    Integrate Chargify and billing catalog tools to map customer and product fields to create the subscription record.

    Chargifyor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Trusted by 3.4 million companies

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Related automations

  • Apps: Airtable, Code by Zapier, Formatter by Zapier
    Swap with your favorite apps.

    Activate paid package and update project status in table

    Your project records often lack billing setup, causing activation delays and manual billing. Create subscriptions or invoices and update the project status automatically so billing staff complete activation same day.

  • Apps: Airtable, Code by Zapier, Delay by Zapier, Gmail
    Swap with your favorite apps.

    Activate subscription, update records, and notify sales team

    Your order records often lack subscription and payment status, causing collection delays and manual follow-up. Subscriptions are created and issues flagged so billing and sales can act same day.

  • Apps: Stripe, Filter by Zapier, Zapier Tables
    Swap with your favorite apps.

    Add new paid subscriptions to central billing table

    Your new paid memberships aren't copied into a central record, causing billing to chase missing entries. Centralize each subscription so finance can reconcile and invoice on schedule.

  • Apps: Chargebee, Filter by Zapier, Formatter by Zapier, Google Sheets
    Swap with your favorite apps.

    Add new subscription revenue rows to report sheet

    Your partner subscription records lack a central ledger, delaying revenue visibility and reconciliation. It appends formatted revenue rows so partnerships and billing can reconcile before month-end.

  • Apps: MemberPress, Filter by Zapier, Formatter by Zapier, Google Sheets
    Swap with your favorite apps.

    Add new subscription rows to revenue ledger for billing

    Your subscriptions aren't logged in one place, causing reconciliation delays and missing revenue visibility. It creates one auditable subscription ledger so finance can reconcile before month-end.

  • Apps: Chargebee, Delay by Zapier, Google Sheets
    Swap with your favorite apps.

    Add new subscription rows to your billing sheet

    New subscription signups aren’t tracked in a central sheet, leaving billing and product teams without customer or plan context. Create structured rows so billing can reconcile new signups before month-end close.

  • Apps: WooCommerce, Filter by Zapier, Formatter by Zapier, Google Sheets
    Swap with your favorite apps.

    Add pending subscription records to finance tracking sheet

    Your subscription statuses flip to pending or on-hold and go untracked, delaying collections. Log each pending subscription to a single finance sheet so billing can prioritize same day.

  • Apps: Webhooks by Zapier, Google Sheets, Filter by Zapier, Code by Zapier
    Swap with your favorite apps.

    Add split-month subscription billing rows to master sheet

    Your webhook sales data often misses proration, leaving billing sheets without month-split line items. You get ready-to-invoice rows split across current and next month same day.

  • Apps: HubSpot, Formatter by Zapier, Code by Zapier, Email by Zapier
    Swap with your favorite apps.

    Add subscription and notify billing team from deals

    New coaching deals arrive without subscription records, leaving billing unable to invoice or grant access. Create subscriptions and notify billing so teams can invoice and enable access same day.

  • Apps: Stripe, Formatter by Zapier, Filter by Zapier, Google Sheets, Slack
    Swap with your favorite apps.

    Add subscription conversion row and alert your team

    Your subscription conversions aren't recorded centrally, leaving onboarding and revenue reports out of date for finance and success. Capture conversions and alert stakeholders for same-day follow-up.

  • Apps: Gmail, Formatter by Zapier, Google Sheets
    Swap with your favorite apps.

    Add subscription payments to course revenue tracking sheet

    Your subscription payment emails go unrecorded, leaving marketing reports and lists out of date. It logs payments to your revenue register so campaign managers reconcile enrollments same day.

  • Apps: Stripe, Filter by Zapier, Slack
    Swap with your favorite apps.

    Alert finance team to new subscription payments now

    You lack immediate visibility into new portfolio analytics subscription payments, delaying revenue reconciliation and investor onboarding. This sends alerts so finance reconciles and onboards same day.

  • Explore all subscription revenue management automations

    Protect recurring revenue with automated payment tracking, renewal alerts, and billing updates

    View all

Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β€” I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Ready to automate your workflow securely?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.