1.Detects form submission created
Integrate Zapier Forms and form inputs to trigger processing when a new bank XML submission arrives for reconciliation.
Create reconciled transaction rows from bank XML submissions
Automatically monitor Zapier Forms form submission created across Zapier Forms, Zapier Tables, Google Drive, and Code by Zapier. Create and update when XML file uploads, form submissions include date ranges, or uploaded XML links are providedβso you can parse transactions, update ledger rows, and reconcile faster without manual reconciliation work.
How this automation accelerates your reconciliation
When Zapier Forms form submission created, delays can block ledger reconciliation and slow close. This automation downloads XML, parses transactions, and upserts matching recordsβso your team can reconcile faster without manual entry.
Zapier Formsor swap with your favorite app
2.Retrieves configuration settings
Integrate Zapier Tables and configuration tables to look up folder and account settings for the incoming XML file.
Zapier Tablesor swap with your favorite app
3.Finds and downloads the XML
Integrate Google Drive and file retrieval tools to find the XML by folder ID and download the payload.
Google Driveor swap with your favorite app
4.Parses transactions into rows
Integrate Code by Zapier and parsing scripts to extract transaction fields into structured transaction rows.
Code by Zapieror swap with your favorite app
5.Updates or creates transaction records
Integrate Zapier Tables and record matching to upsert ledger rows by parsed transaction ID and fields.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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