Overview
Discover how Synexc helped Veriport, a Canada-based subscription SaaS company, reduce billing delays and ensure real-time financial accuracy across systems with Stripe & Zoho Books integration.
Why This Matters for Other Businesses
Today, many SaaS and eCommerce companies use Stripe for payment processing and Zoho Books for accounting.
However, without native sync between the two, finance teams often have to recreate invoices manually, track customers separately, and spend hours reconciling records. Automating this process brings accuracy, speed, and consistency to financial operations.
How Synexc Helped
Synexc developed a custom webhook-based integration using Zoho Flow and Deluge scripting to create a seamless, automated link between Stripe and Zoho Books.
Key Improvements
- 100% automated invoice creation from Stripe to Zoho Books
- Zero duplicate records, thanks to intelligent existence checks.
- 15–20 hours saved per month on manual data entry and reconciliation.
- 100% real-time visibility of transactions
About the Client
Our client, 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.
Challenges Faced by the Client
Challenge 1: Manual Invoice Entry
- Every invoice generated in Stripe had to be manually recreated in Zoho Books, consuming valuable time and increasing the chance of errors.
Challenge 2: Disconnected Customer Records
- Customer information created in Stripe wasn’t automatically reflected in Zoho Books. This caused incomplete records, manual duplication, and frequent sync failures whenever the finance team tried to generate invoices for new customers.
Challenge 3: Lack of Automation for Specific Conditions
- Since both tools operated in silos, there was no automated way to handle conditional workflows, for instance, checking if a customer already existed before creating an invoice. This limitation led to inconsistent financial data and extra manual verification steps.
Solutions Offered
When presented with the client’s challenges, the team at Synexc built a reliable and scalable integration between Stripe and Zoho Books, using Zoho Flow and custom Deluge scripting to manage the automation logic and validation layer.
Here’s how we approached it:
- Workflow Creation and Webhook Setup
- Using Zoho’s native tool, Zoho Flow, we built two dedicated workflows for payment and invoice integration.
- Each flow was connected to Stripe through a webhook, ensuring that every new invoice or payment event triggered real-time data transmission to Zoho Flow for processing.
- Introducing a Sync Control Mechanism
- To ensure all invoice data was fully available before the workflow moved to the next stage, we introduced a controlled synchronization buffer within Zoho Flow.
- Incoming data was stored in a variable node, followed by a short delay interval to accommodate late-arriving invoice items.
- Amount Conversion Handling
- Additionally, we built a custom Deluge function in Zoho Flow to automatically convert and standardize these amounts before further processing.
- This ensured all monetary values synced correctly, eliminating any rounding or scale inconsistencies between systems.
- Logic-based Data Transfer
Further, we developed custom Deluge scripts within Zoho Flow to validate incoming data and manage record creation intelligently.
The deluge function first checks whether the invoice already exists in Zoho Books.
- If the invoice is found, the flow stops.
- If not, it checks for the customer. If the customer exists, the invoice is created.
- If the customer doesn’t exist, the customer is created first, after which the system checks the items and proceeds accordingly.
Technology Used
Zoho Flow, Stripe Webhooks, Deluge Script, Zoho Books API
Results
- Achieved Automated every invoice and payment update
- Removed manual intervention and reconciliation delays.
- Maintained complete data accuracy across systems
- Standardized amount conversion for consistent financial data
Client Testimonial
‘Synexc’s neat integration solution works flawlessly. The team is highly professional, proficient, and a pleasure to work with!
Tim Salter, Veriport
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About Synexc
Synexc is a new-age IT consulting company specializing in CRM implementation, custom development, system integration, and AI-powered solutions. With clients across the US, Europe, and APAC, we are fast emerging as a global hub for delivering scalable, secure, and business-aligned custom solutions tailored to industry-specific needs.