Anyone Integrating Stripe or Square with Monday.com for Payment Tracking or Automation?
Hey folks,
We’ve been looking into automating some parts of our client billing and payment status tracking using Monday.com.
Wondering if anyone here has connected Stripe or Square with their boards? Mainly for:
Tracking invoice status
Automating follow-ups on unpaid invoices
Linking transactions with CRM tasks
I’d love to hear how others are handling payments inside Monday. Are you using built-in integrations, third-party tools like Zapier/Make, or custom APIs?
Open to both success stories and frustrations, just trying to see what’s possible (or not) before diving deeper. Thanks!
The short answer is:
The most powerful and cost-effective approach for syncing real-time payment data into monday.com is to use a direct webhook-to-API architecture.
This is an ideal scenario for a custom, low-cost integration leveraging the native webhooks of Stripe or Square, married with the monday.com Platform API, and bridged by a lightweight, serverless environment like a Google Cloud Function or a Google Tag Manager Server Container.
While off-the-shelf tools like Zapier or Make.com will get you started quickly, a custom webhook bridge is drastically cheaper and faster for high-volume transactions, gives you granular control over data mapping, and allows you to build complex logic like automating follow-up tasks immediately upon a status change from your payment processor.
The long answer is:
The most powerful and cost-effective approach for syncing real-time payment data into monday.com is to use a direct webhook-to-API architecture.
The fundamental goal is to have Stripe or Square instantly push data to a secure endpoint, rather than relying on monday.com or third-party middleware to repeatedly poll for new transactions, which is slow and costly.
You can achieve this using the following components:
You start with your payment processor’s webhooks.
For Stripe, this means setting up an endpoint to listen for events like invoice.paid, charge.succeeded, or invoice..payment_failed
Square has similar events, such as payment.created and invoice.updated.
These webhooks fire in real time and contain all the transaction or invoice details you need.
Next, you need a “bridge” to catch these webhooks and execute the necessary actions on monday.com.
This is where tools like a Google Cloud Function, AWS Lambda, or a dedicated, lightweight server environment like a Google Tag Manager Server Container (GTM) or Stape become the superior, low-cost choice.
When a Stripe webhook hits your GTM Server URL, a custom server-side tag fires a script.
This script takes the Stripe data, validates it, and then uses the monday.com Platform API to either create a new item for a paid invoice, or update the status of an existing CRM task or board item with the change_column_value mutation.
This custom logic is what allows you to build sophisticated automation without the high per-task cost of middleware.
For example, if the webhook is for invoice., your server-side script can not only update the payment status column on your board, but also immediately create a new sub-item or task on a separate board for a human to perform a follow-up call, fulfilling your goal of automating follow-ups.payment_failed
Since these cloud environments bill based on execution time and volume, they are typically negligible in cost compared to the thousands of operations you would quickly consume on a per-task platform as your business grows.
This method ensures real-time accuracy for invoice status tracking and robust, scalable automation.
About The Author
