Log every new Peggy Pay subscription payment to a Google Sheets spreadsheet

Every time Peggy Pay takes a new direct debit for a subscription, this workflow adds a row to your Google Sheets spreadsheet, giving you a running log of recurring payments you can sort and share.

Peggy Pay

Google Sheets

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2 steps Setup ~5 min Used on 518 sites Free to import

What this workflow does

Recurring payments add up quietly. Each debit is recorded in Peggy Pay, but if you track income, reconcile with the bank or share figures with a bookkeeper, a spreadsheet is often easier to work from. This workflow writes each subscription payment to Google Sheets as it happens.

The Peggy Pay trigger, Subscription Payment, fires for each new direct debit on a subscription. The payment data it sends becomes fields you can map. FlowMattic then uses the Google Sheets Add New Row action to append a row to the spreadsheet and sheet you choose, with each column filled from the payment.

Nothing is summed or checked along the way: one debit becomes one row. You decide which columns to fill, such as the date, the customer and the amount. Totals and monthly views are then a matter of formulas or a pivot table in the sheet. Task History shows every run if a payment seems to be missing.

Monthly reconciliation

At month end, you compare the Peggy Pay rows in your sheet with your bank statement line by line, without exporting reports from Peggy Pay.

Sharing figures with a bookkeeper

Your bookkeeper gets view access to the spreadsheet and sees each subscription payment as it is collected, with no login to your payment account.

Tracking membership income

A club collects monthly dues by direct debit through Peggy Pay. A pivot table on the log shows how much came in each month.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Peggy Pay Subscription Payment
Fires when Peggy Pay takes a new direct debit for a subscription. The details of that payment are passed on so you can place them in spreadsheet columns.
Step 2Action
Google Sheets Add New Row
Adds a row to the Google Sheets spreadsheet you pick for every subscription payment. Connect your Google account and map payment details such as amount and customer to the columns.

What you need

FlowMatticCore
Peggy Pay AccountAccount
Google Sheets AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

Set up the header row in your sheet before mapping, so each column name shows up in the Google Sheets step and you can match it to a Peggy Pay field.
Map a payment or reference ID into its own column. It makes duplicates easy to spot and lets you match each row to the record in Peggy Pay.
Want a ping as well as a log? Add Slack Send Channel Message after the sheet step to post each payment to a finance channel.

Questions about this workflow

Does every Peggy Pay subscription debit get its own row?

Yes. Each new direct debit for a subscription starts one run, which adds one row. Nothing is grouped or skipped.

Are one-off Peggy Pay payments logged too?

No. The trigger is Subscription Payment, so only subscription debits start a run. Other payment types would need a different Peggy Pay trigger.

Will earlier Peggy Pay subscription payments appear in the sheet?

No. The log starts with debits taken after you turn the workflow on. Add older payments from a Peggy Pay export if you need a full history.

Can the sheet calculate my monthly recurring revenue?

Not by itself, since each run just appends a payment. Use a SUMIFS formula or a pivot table in Google Sheets on the date and amount columns to get monthly totals.