1.Monitor new payment posts
Integrate Stripe and payment monitoring tools to detect new payments and trigger the payment activity flow.
Create CRM payment activity and alert payments channel
Automatically monitor new payment posts across Stripe and notify billing-ready context in Close. Create and update CRM payment activities and route alerts to your payments channel when payment status updates, payer email matches a lead, or payments failβso you can stop manual reconciliation and keep follow-ups on track.
How this automation accelerates your payment follow-up
When a new payment posts and context stays scattered, billing and sales can lose time on reconciliation and follow-up. This automation monitors Stripe payments, formats details, creates Close CRM activity records, and notifies your payments channelβso your team can respond fast.
Stripeor swap with your favorite app
2.Formats payment status and amount
Integrate Formatter by Zapier and data mapping tools to convert status codes and amount formats to readable values.
Formatter by Zapieror swap with your favorite app
3.Find matching lead by email
Integrate Close and CRM lookup tools to search by payer email and return the matching lead fields.
Closeor swap with your favorite app
4.Create custom payment activity
Integrate Close and activity logging tools to create a configured payment activity tied to the found lead.
5.Send payments channel message
Integrate Slack and messaging tools to post payer name, formatted amount, and status and optionally link the lead.
Slackor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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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