Overview
Veriport is a Canada-based SaaS company operating on a subscription model, using Stripe for billing and Zoho Books for accounting. Their finance team wanted an automated way to sync customers and invoices between the two platforms, reducing the manual work required after each transaction cycle.
The Challenge
Without a native sync between payment processor and accounting suite, Veriport faced several friction points:
- Manual Invoice Entry: Every invoice generated in Stripe had to be manually recreated in Zoho Books, consuming hours of time and risking transcription errors.
- Disconnected Customer Records: Customer information created in Stripe wasn't reflected in Zoho Books, causing duplicate contacts and manual reconciliation.
- Siloed Workflows: No validation existed to check if a customer already existed before creating an invoice, causing inconsistent financial records.
The Solution
Synexc developed a custom webhook-based integration using Zoho Flow and custom Deluge scripting to bridge the platforms:
1. Webhook Setup and Zoho Flow
We built two dedicated workflows for payment and invoice integration. Each flow is connected to Stripe via webhooks, ensuring Stripe payment events trigger data transmission to Zoho Flow in real time.
2. Controlled Synchronization Buffer
To ensure that all invoice data is fully available before processing, we introduced a controlled delay interval node within Zoho Flow. This accounts for latency in multi-item Stripe payloads.
3. Automated Currency & Amount Conversion
We built custom Deluge functions to convert and standardize Stripe amounts (which are processed in cents) to Zoho Books currency formats, eliminating rounding or scale inconsistencies.
4. Logic-Based Record Creation
Developed Deluge scripts that validate incoming data first: checking if the invoice exists in Zoho Books (stops if yes), checking if the customer exists (creates if missing), and then compiling items and creating the invoice record automatically.
Results & Impact
- 100% automated invoice and payment updates across systems.
- 15-20 hours saved per month on manual data entry and reconciliation.
- Zero duplicate customer or invoice records.
- Real-time financial dashboard accuracy.