1.Monitors new payment activity event
Integrate Close to detect new custom activity payment events and route payment amount data to the flow.
Update opportunity payment totals when payment activity is logged
Automatically monitor new custom activity payment events across Close. Create and update when new payment activity is logged or payment activity posts or payment amounts changeβso you can update opportunity cash totals, set payment status, and prevent manual reconciliation.
How this automation updates your payment totals
When payment activity is logged without automation, cash collection totals can lag and reconciliation takes extra time. This automation monitors payment events and updates opportunity totals and payment status in Closeβso your team can reflect payment progress quickly.
Closeor swap with your favorite app
2.Finds the related opportunity
Integrate Close to find an opportunity by the activity lead or contact identifier to connect identifiers.
3.Calculates cumulative cash totals
Integrate Formatter by Zapier and spreadsheet formula logic to treat blank totals as zero and add each payment amount.
Formatter by Zapieror swap with your favorite app
4.Updates opportunity payment totals
Integrate Close to update opportunity cash-collected totals and set the opportunity payment-status field based on the calculation.
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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