1.Detect new paid invoice event
Integrate Podium and invoice event data to capture the new paid invoice, mapping reference, amount, customer, and timestamp into the workflow.
Create follow-up tasks for failed invoices and log payments
Automatically detect new paid invoice events and invoice payment status across Podium, Formatter by Zapier, Zapier Tables, and Trello. Create and update when invoice payment fails, is declined, or needs follow upβso you can update payment tracker records, create follow up tasks, and reduce billing follow-up work without manual tracking.
How this automation accelerates your failed invoice follow-up
When new paid invoice events arrive with an invoice payment status, delays can stall collections and increase overdue balances. This automation maps invoice fields, updates your payment tracker, and creates Trello follow-up cardsβso your team can act on failed payments faster.
Podiumor swap with your favorite app
2.Normalize invoice fields
Integrate Formatter by Zapier and data formatting tools to extract the numeric invoice reference, split customer name parts, and format the amount.
Formatter by Zapieror swap with your favorite app
3.Find or create payment record
Integrate Zapier Tables and data matching tools to find or create a payment tracker row, updating status when a match exists.
Zapier Tablesor swap with your favorite app
4.Gate failed payment records
Integrate Filter by Zapier and rule checking tools to continue only when payment status indicates failed, declined, or follow-up needed.
Filter by Zapieror swap with your favorite app
5.Create follow-up card
Integrate Trello and task assignment tools to create a follow-up card with customer, invoice reference, amount, timestamp, and the table link.
Trelloor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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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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