1.Detect new open invoice
Integrate Stripe, invoice webhooks, and payment metadata to catch open invoice events and start MRR updates.
Update deal MRR values from new open invoices
Automatically detect new open invoices across Stripe and your revenue operations stack. Create and update when open invoice metadata arrivesβso you can update deal MRR values, route to the right MRR slot, and log invoice traceability without manual reconciliation.
How this automation protects your MRR accuracy
When new open invoices land, MRR can drift and finance has to reconcile records by hand. This automation finds matching deals, routes by invoice metadata and updates MRR fields and audit logsβso your team can act on accurate subscription revenue.
Stripeor swap with your favorite app
2.Find matching CRM deal
Integrate HubSpot and CRM search tools to look up deals by the invoice deal identifier and continue with matches.
HubSpotor swap with your favorite app
3.Route to correct MRR path
Integrate Paths by Zapier and routing rules to branch by MRR case number and escalated-client flag for the right slot.
Paths by Zapieror swap with your favorite app
4.Update deal MRR fields
Integrate HubSpot and mapping logic to update selected MRR fields with the invoice total and store traceability notes.
5.Append audit tracking row
Integrate Google Sheets and spreadsheet reporting tools to add an audit row with invoice number and deal reference.
Google Sheetsor 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
Related automations
- Apps: Airtable, Code by Zapier, Formatter by ZapierSwap 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, GmailSwap 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 TablesSwap 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 SheetsSwap 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 SheetsSwap 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 SheetsSwap with your favorite apps.
Add new subscription rows to your billing sheet
New subscription signups arenβt 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 SheetsSwap 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 ZapierSwap 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 ZapierSwap 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, SlackSwap 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 SheetsSwap 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, SlackSwap 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.
- View all
Explore all subscription revenue management automations
Protect recurring revenue with automated payment tracking, renewal alerts, and billing updates
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.
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.
See how teams are automating with Zapier (and loving it!)
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
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
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
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
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
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.