1.Captures each new payment
Integrate MoonClerk, billing tools, and payment gateways to capture each new payment for ledger processing.
Update subscription status and log payments for billing staff
Automatically monitor new payment events across MoonClerk, Airtable, and OneWaySMS. Create and update billing records when supported plan selection, payment form submission, or payment reference matchesβso you can reconcile subscriptions, update last-paid dates, and confirm success without manual reconciliation.
How this automation reconciles subscription payments
When new payment events hit but billing staff must reconcile them by hand, subscription status and revenue can fall out of sync. This automation filters and delays processing, then finds subscriptions, updates their status, and creates payment records with success notificationsβso your team can reduce manual billing work.
MoonClerkor swap with your favorite app
2.Continues only for supported plans
Integrate Filter by Zapier, form rules, and plan controls to continue only for configured payment forms.
Filter by Zapieror swap with your favorite app
3.Pauses for gateway finalization
Integrate Delay by Zapier, webhook timing, and processing buffers to pause briefly before subscription lookups.
Delay by Zapieror swap with your favorite app
4.Finds matching subscription record
Integrate Airtable, subscription tables, and lookup fields to find a subscription record by customer identifier.
Airtableor swap with your favorite app
5.Updates subscription payment status
Integrate Airtable and CRM-like records to update subscription status and last paid using the payment timestamp.
6.Creates payment record in Payments table
Integrate Airtable, payment ledgers, and record mapping to create a payment entry with amount and reference.
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Protect recurring revenue with automated payment tracking, renewal alerts, and billing updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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