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How to Capture Payment Info in Airtable with Automation

Nov 02, 2020

Getting your cashflow organized is a vital step for running a successful company. Quite often, businesses have money coming in from multiple places and they lack the ability to get a clear picture to the health of the overall business. Thankfully, Airtable is a great solution for consolidating all this information.

This particular video walks through the steps to building an automation with a payment processor - in this case, Stripe. The automation, using Zapier, allows us to capture all payment data as its created and push the record to a simple Airtable database.

Using automation, you don't have to work to consolidate your sales data at the end of the month because it has been updated in real time! Now running a report on a weekly or monthly basis is a simple step with all your info in one place!


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