1.Monitors new transaction events
Integrate PayJunction and finance workflow tools to detect new transaction events for exception handling.
Route payment exceptions and receipts to collections tasks
Automatically monitor new transaction events across PayJunction, ClickUp, and Zapier Tables. Create and update when declines, ACH rejects, or invoice payments confirmβso you can start collections intake, update reconciliation tasks, and refresh collections records without manual reconciliation.
How this automation routes exceptions to faster collections action
When qualifying payment exceptions arrive, delays can stall collections outreach and reconciliation. This automation filters transactions, finds the customer, launches a collections intake sub-flow, and updates ClickUp tasks and Zapier Tables recordsβso your team can respond quickly.
PayJunctionor swap with your favorite app
2.Filters qualifying exceptions
Integrate Filter by Zapier, transaction rules, and monitoring tools to continue only for declines, rejects, and invoice payments.
Filter by Zapieror swap with your favorite app
3.Searches customer by billing details
Integrate PayJunction and customer lookup tools to find the customer by billing name and email.
4.Runs collections intake for exceptions
Integrate Sub-Zap by Zapier and collections workflows to open a collections intake flow with mapped transaction context.
Sub-Zap by Zapieror swap with your favorite app
5.Updates reconciliation task in ClickUp
Integrate ClickUp and task tracking to find or create a reconciliation task and append a transaction comment.
ClickUpor swap with your favorite app
6.Updates collections record in Zapier Tables
Integrate Zapier Tables and reporting systems to match by invoice reference and update the collections record status.
Zapier Tablesor 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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