1.Detect updated transaction row
Integrate Microsoft SharePoint and content libraries to map transaction fields, so you can capture updated transaction data.
Create accounting history records from updated transaction rows
Automatically monitor transaction row updates across Microsoft SharePoint and Zapier Tables. Create and update history records, route posting parameters, and notify finance in Microsoft Teamsβso you can reconcile faster without manual reconciliation delays.
How this automation accelerates reconciliation with history records
When transaction rows are updated but history stays inconsistent, reconciliation stalls. This automation finds or creates history records, routes transactions through an accounting sub-process, and posts Teams updatesβso your team can reconcile faster.
Microsoft SharePointor swap with your favorite app
2.Create or update history record
Integrate Microsoft SharePoint and list data tools to set Status to Processing, so you can store canonical transaction history.
3.Look up client posting parameters
Integrate Zapier Tables and database tools to find client configuration, so you can choose routing and posting fields.
Zapier Tablesor swap with your favorite app
4.Post transaction through subflow
Integrate Sub-Zap by Zapier and accounting workflows to pass mapped payloads, so you can execute the posting sub-process.
Sub-Zap by Zapieror swap with your favorite app
5.Post reconciliation status message
Integrate Microsoft Teams and notification channels to send outcome visibility, so you can alert stakeholders for reconciliation.
Microsoft Teamsor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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