Hey!
In our workteam, we want to connect Stripe with monday, and we did it succesfully, BUT!!! we can’t find the final thing that we really need:
I want an automation that brings the the date that we will have the full payment in our account, not the day that customers paid us. I don’t know if i’m very clear in this, but i´ve already talked with Support and the answer of them was: Only a charge event, a successful charge, a failed charge, a charge refund, a charge update, a charge capture, a charge expiry, and a new pending charge creation, can be mapped to Monday.
Sooo, as you can see, the exact moment that the payment it’s definitly in our bank account (and that is something that Stripe show us) can’t be integrated to Monday. Anyone has an idea or another “solution”? I really hope you will bear that in mind when it comes to, 'cause Monday has been a great hand in our team work.
Thank you!
PD: Sorry if I have too many grammatical errors, it’s not my native language.
hi @Julieta
Welcome to the community. As far as I know the date that Stripe sends the total amount in your Stripe account to you bank can be configured in Stripe. In my account (as an example) that date is the 24th of the month. Three days before that (21st) Stripe will add incoming payments to the next month. Therefore every transaction with a date before between the 22nd of previous month and 21st of this month will be in my bank account at the 24th. With that it would eb easy to create a formula that sets the date to the date the money is in your ban account (I guess
)
I’ve intergrated my Monday.com board with my Stripe account, and mapped my fields, and no data is coming over from Stripe. Is there a step I’m missing?
Hi Julieta,
I know its been a while since your post here. i was wonderfing if you found a soultion?
We are building an deep intagration with Monday that will enable streamling getting paid from the proposal stage and are looking to see if such a soultion can be helpful to the community ?
Description :
create high-converting proposals quickly, collect the payment method (ach/cc) when the client signs the proposal (before the work starts), generate invoices automatically based on the approved proposal, pull the payment automatically and sync it to the accounting software.
Thank you in advance for any feedback
Omry
Hi @Julieta
Our team actually have been working on a payment integration for Monday that might be what you’re looking for.
It allows you to handle payments (like through Stripe) directly within Monday and automates the invoicing process, saving you from having to juggle multiple tools.
I recently put together a video that explains how it works — if you’re interested, you can check it out here: DepositFix for Monday
Let me know if you have any questions or want more details!