1.Catches new payment form submissions
Integrate Zapier Forms and form data capture tools to trigger on new submission created events for payment request intake.
Create payment tasks and notify ops from form
Automatically monitor new form submission events across Zapier Forms, Filter by Zapier, Email by Zapier, and Motion. Create and update when payment request submitted, amount entered, or vendor details providedβso you can alert ops by email, create payment tasks, and set due dates without manual triage.
How this automation creates payment tasks and protects timely processing
When payment request submissions come in, requests can sit unassigned while ops triage inbox messages and fill in due dates. This automation sends outbound email with context and creates due-dated tasks after filtering qualifying requestsβso your team can process payments faster and with less manual work.
Zapier Formsor swap with your favorite app
2.Continues only for qualifying requests
Integrate Filter by Zapier and workflow rules to gate non-payment requests and continue only for qualifying payment requests.
Filter by Zapieror swap with your favorite app
3.Sends outbound email to ops
Integrate Email by Zapier and email routing tools to map submission fields and send an ops-ready context email.
Email by Zapieror swap with your favorite app
4.Creates a payment task in Motion
Integrate Motion and task queue tools to create the payment task, set assignee, and set start and due dates.
Motionor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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