1.Monitor new transaction events
Integrate Revolut Business and transaction import tools to detect new transactions and capture core fields for processing.
Create income and expense records from bank transactions
Automatically monitor Revolut Business new transaction completions across Revolut Business and Notion. Create and update Notion finance records when transactions post, direction changes, or currencies appearβso you can record income, capture expenses, and route ledgers without manual bookkeeping.
How this automation creates income and expense records
When new transactions complete, delays can leave income and expenses out of date and create reconciliation work. This automation routes by direction and currency, negates outbound amounts, and creates Notion database itemsβso your team can keep ledgers current.
Revolut Businessor swap with your favorite app
2.Route by direction and currency
Integrate Paths by Zapier and routing rules to branch transactions by direction and currency for correct ledger selection.
Paths by Zapieror swap with your favorite app
3.Negates outbound transaction amounts
Integrate Formatter by Zapier and data transformation tools to negate outbound amounts and prepare expense values.
Formatter by Zapieror swap with your favorite app
4.Creates database item
Integrate Notion and ledger databases to create the matching record and map fields like amount and date into properties.
Notionor swap with your favorite app
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Simplify recordkeeping with automated transaction capture, receipt logging, and ledger updates
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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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