1.Detects new submissions
Integrate Fillout Forms and form submission data to trigger payment aggregation on new submissions.
Send daily transaction summary to team channel and board
Automatically monitor Fillout Forms new submissions across Fillout Forms, Airtable, Code by Zapier, Slack, and Trello. Create and update when submissions arrive, completed orders submit, or payment methods changeβso you can post payment summaries, create daily reconciliation cards, and maintain totals without manual reconciliation tracking.
How this automation protects daily reconciliation rhythm
When Fillout Forms new submission arrives, totals can be wrong if late entries are missed. This automation delays aggregation, finds orders by payment method, computes counts and totals, posts a Slack message, and creates a Trello cardβso your team can reconcile faster.
Fillout Formsor swap with your favorite app
2.Delays for late submissions
Integrate Delay by Zapier and timing tools to wait 21 minutes for late submissions to arrive.
Delay by Zapieror swap with your favorite app
3.Finds orders by payment method
Integrate Airtable and order database records to find matching orders per configured payment method.
Airtableor swap with your favorite app
4.Parses totals and counts
Integrate Code by Zapier and data parsing tools to compute per-method counts and sums.
Code by Zapieror swap with your favorite app
5.Posts finance channel digest
Integrate Slack and messaging tools to post the computed counts and totals to the finance channel.
Slackor swap with your favorite app
6.Creates daily board card
Integrate Trello and board management to create a daily card with reconciliation counts and totals.
Trelloor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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