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Send payment request emails and update payment record

Automatically capture payment request payloads across Webhooks by Zapier and extract key fields for AP. Create and update payment requests when payment request submitted, new payment request payload, or invoice request submittedβ€”so you can email AP with attachments, mark requests as sent in Notion, and alert approvers without manual follow-up paperwork.

How this automation sends payment requests fast

When a payment request arrives without a consistent handoff, invoices stall and approvals get delayed. This automation receives the payload, sends AP request emails with attachments, updates the request to sent in Notion, and notifies approvers in Slackβ€”so your team can act quickly.

  1. 1.Catches payment request payload

    Integrate Webhooks by Zapier and data extractors to parse payment reference, vendor, and file URLs into variables for AP processing.

    Webhooks by Zapieror swap with your favorite app
  2. 2.Sends payment request email

    Integrate Gmail and email templating to send AP payment request emails with attachments to the inbox and approver.

    Gmailor swap with your favorite app
  3. 3.Updates database item as sent

    Integrate Notion and record matching to update the originating submission in your database to mark the request as sent.

    Notionor swap with your favorite app
  4. 4.Sends approver direct message

    Integrate Slack and chat notifications to post an approval prompt with payment reference and a link to the related email thread.

    Slackor swap with your favorite app

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Calendly
Okta
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Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  2. Step 2

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