1.Catches card movement for payment
Integrate Webhooks by Zapier and payment webhooks to catch card movement inputs for payment stage processing.
Record invoice payment from card activity to ledger
Automatically capture card movement inputs across Webhooks by Zapier, Zapier Tables, and Trello. Create and update when card enters the record payment stage or payment identifiers are present or invoices have no payment yet—so you can record ledger payments, update invoice records, and confirm card activity without manual reconciliation.
How this automation records invoice payments automatically
When card payment events arrive without a reliable ledger update, payments get out of sync and owners lose visibility. This automation finds the matching invoice, records the payment via a sub-flow, adds a confirmation comment, and moves the card to paid—so your team can keep books current.
Webhooks by Zapieror swap with your favorite app
2.Finds matching invoice record
Integrate Zapier Tables and invoice lookups to find your Invoices table row by card identifier.
Zapier Tablesor swap with your favorite app
3.Checks payment eligibility conditions
Integrate Filter by Zapier and validation rules to continue only when invoice and payment identifiers meet criteria.
Filter by Zapieror swap with your favorite app
4.Records payment with sub-zap
Integrate Sub-Zap by Zapier and payment processing to record payment fields against the invoice record id.
Sub-Zap by Zapieror swap with your favorite app
5.Adds confirmation comment
Integrate Trello and card comments to add a confirmation message that payment was recorded.
Trelloor swap with your favorite app
6.Updates card and moves to paid
Integrate Trello and workflow automation to update payment fields and move the card to the Paid list.
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