1.Capture payment notification email
Integrate Microsoft Outlook and email parsing tools to capture email subject and body to extract payment notification data.
Mark invoice task as received from payment emails
Automatically monitor payment notification emails across Microsoft Outlook, AI by Zapier, Zapier Tables, and Asana. Get instant receipt updates when payment notifications arrive, invoices get paid, or payments hit inbox—so you can extract payment details, resolve currency, and set invoice tasks to received without manual reconciliation.
How this automation updates your received invoices
When payment notification emails arrive, delays can stall reconciliation and reporting. This automation parses payment details, looks up the correct currency, and updates the matching invoice task status—so your team can close the loop faster.
Microsoft Outlookor swap with your favorite app
2.Parse payment details
Integrate AI by Zapier and extraction tools to extract payer name, currency, and payment amount as clean text.
AI by Zapieror swap with your favorite app
3.Lookup canonical currency
Integrate Zapier Tables and data lookup tools to map the extracted currency to your Currency table record or enum.
Zapier Tablesor swap with your favorite app
4.Update invoice task as received
Integrate Asana and task search tools to find the invoice task and set amount and invoice status to received.
Asanaor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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