1.Monitor new payment received
Integrate Stripe, payment event tools, and finance workflows to start the flow when a new payment is received.
Create cash ledger entry for successful payments and notify finance
Automatically monitor new payment received events across Stripe and Airtable. Create and update cash entries and notify the team when payment succeeds, customer email is available, or payment id is captured—so you can reconcile faster, keep records complete, and confirm net amounts without manual bookkeeping.
How this automation accelerates your cash reconciliation
When successful payments arrive but cash entries stay manual, delays can stall reconciliation and reporting. This automation monitors new payment received events and formats details, creates cash receipt records, and posts Slack messages—so your team can close the books faster.
Stripeor swap with your favorite app
2.Formats payment fields
Integrate Formatter by Zapier, data mapping tools, and date formatting systems to normalize timestamps and amounts for cash entry fields.
Formatter by Zapieror swap with your favorite app
3.Normalizes customer contact info
Integrate Code by Zapier, contact enrichment logic, and data validation to standardize customer names and preferred email values.
Code par Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Airtable, CRM-style records, and email lookup tools to link to an existing contact or create a new one.
Airtableor swap with your favorite app
5.Creates cash receipt record
Integrate Airtable, receipt databases, and payment reference fields to create a Paid cash receipt linked to the payer contact.
6.Posts message to team channel
Integrate Slack, team notifications, and finance channels to post payer details and net amount for fast reconciliation.
Slackor swap with your favorite app
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Explore all order-to-cash management automations
Accelerate cash collection with automated invoice updates, payment alerts, and record routing
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Étape 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 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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