1.Detect new item on board
Integrate monday.com and workflow automation tools to monitor new board items and capture payment-related fields for processing.
Mark emailed payment requests as processed on board
Automatically detect new item on board entries across monday.com and Zapier. Create and update when board items mention payments, invoice keywords appear in titles, or vendor billing terms show upβso you can update processed status, add reconciliation notes, and clear the reconciliation queue without manual queue triage.
How this automation clears your reconciliation queue
When a new item on board appears, unprocessed payment requests can stall billing reconciliation. This automation monitors board items, filters payment keywords, and updates the item to a processed done stateβso your team can reconcile faster.
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2.Filter for payment keywords
Integrate Zapier and keyword filters to continue only when invoice and payment keywords match for reconciliation processing.
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3.Update item to processed done
Integrate monday.com and accounting workflow tools to update the item status and add a reconciliation update note.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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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