- Financial Automation
- Financial Record Keeping
- Real-time finance sync
Update financial records when payments are processed or modified
Automatically synchronize payment and billing data across your financial systems to ensure records are always current and accurate. This automation captures new transactions, modifications, and attachments in real time to eliminate manual data entry and reduce errors. As a result, you gain instant visibility into your financial status, improve reporting accuracy, and free up time for strategic tasks.
Filter by common apps:
 QuickBooks Online QuickBooks Online
 Airtable Airtable
 Formatter by Zapier Formatter by Zapier
 Notion Notion
 SQL Server SQL Server
 Salesforce Salesforce
 Google Drive Google Drive
 Stripe Stripe
 Google Sheets Google Sheets
 DripJobs DripJobs
 Filter by Zapier Filter by Zapier
 Webhooks by Zapier Webhooks by Zapier
- Update Airtable record when new bill payment is made in QuickBooks Online
- Update financial records in Notion when a new bill payment occurs in QuickBooks OnlineUpdate financial records in Notion when a new bill payment occurs in QuickBooks Online
- Update opportunity records in Salesforce from new SQL Server entriesUpdate opportunity records in Salesforce from new SQL Server entries
- Update financial record in Notion, upload file to Google Drive, and update database itemUpdate financial record in Notion, upload file to Google Drive, and update database item
- Update financial records in Notion when a bill is modified in QuickBooks OnlineUpdate financial records in Notion when a bill is modified in QuickBooks Online
- Update financial records in Google Sheets when a refund occurs in StripeUpdate financial records in Google Sheets when a refund occurs in Stripe
- Update receipt records in Airtable when bills change in QuickBooks OnlineUpdate receipt records in Airtable when bills change in QuickBooks Online
- Update financial records and customer info in Google Sheets and QuickBooks Online when proposal is accepted in DripJobsUpdate financial records and customer info in Google Sheets and QuickBooks Online when proposal is accepted in DripJobs
- Update financial records in real-time with Google Drive, Filter by Zapier, and WebhooksUpdate financial records in real-time with Google Drive, Filter by Zapier, and Webhooks











