1.Monitor new payment events
Integrate Stripe and payment processing tools to capture incoming invoice payment details like reference, payer, and amount.
Add or update paid invoices in your payments tracker
Automatically monitor new payment events for invoice payments across Stripe and monday.com. Create and update when invoice payment posts, invoice reference matches, or payer details change—so you can create paid tracker items, update paid status, and refresh payer and amount fields without manual reconciliation.
How this automation protects your paid invoices
When invoice payments post in Stripe, delays can leave billing and project leads working from outdated payment status. This automation matches invoice references and creates or updates paid records in your payments tracker—so your team can see cleared invoices immediately.
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2.Find item by invoice reference
Integrate monday.com and lookup tools to match the invoice reference and identify the correct tracker item.
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3.Create paid tracker item
Integrate monday.com and workflow boards to create a new paid item and set status to Paid when there is no match.
4.Update paid item columns
Integrate monday.com and reporting fields to update the matched item’s Paid status and payment details as needed.
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