1.Monitors new payment records
Integrate Salesforce and CRM data mapping to capture the invoice reference, amount, date, currency rate, and payer contact for each payment.
Create accounting payment from new CRM payment record
Automatically detect new payment records across Salesforce and route them through invoice lookup and accounting posting. Create and update accounting payments when qualifying invoice payments appear and no external payment ID existsβso you can post payments, format references, and update the CRM without duplicate paperwork.
How this automation posts accounting payments from CRM
When new payment records appear in Salesforce, delays can leave invoices unpaid and reconciliation messy. This automation filters qualifying payments, finds matching invoices, creates Xero payments, and updates external payment IDsβso your team can close the loop faster.
Salesforceor swap with your favorite app
2.Filters qualifying payment types
Integrate Filter by Zapier to continue only for configured invoice payments and skip when an external payment ID already exists.
Filter by Zapieror swap with your favorite app
3.Finds related invoice record
Integrate Salesforce and invoice lookup to match the CRM invoice record ID and retrieve accounting account and invoice reference fields.
4.Formats the accounting reference date
Integrate Formatter by Zapier and data formatting tools to convert the CRM created date into a month or display-ready reference.
Formatter by Zapieror swap with your favorite app
5.Creates accounting payment
Integrate Xero and accounting payment mapping to create a payment from invoice identifier, account, date, amount, and reference details.
Xeroor swap with your favorite app
6.Updates CRM with payment ID
Integrate Salesforce and CRM record updates to write the returned Xero accounting payment ID back to the originating payment record.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Square, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add and update completed payments in finance ledger
Your payment receipts arrive outside ledger, stalling reconciliation and hiding failed or partial charges. Capture and normalize payments into your finance sheet so billing staff can reconcile same day.
- Apps: QuickBooks Online, Formatter by Zapier, StripeSwap with your favorite apps.
Add hosted payment links to all customer invoices
Your invoices often lack a direct payment link, so customers call or delay payments and billing queues grow. Adding hosted payment links speeds collections and lets billing staff reconcile same day.
- Apps: Stripe, Filter by Zapier, Delay by Zapier, Webhooks by Zapier, Formatter by Zapier, QuickBooks OnlineSwap with your favorite apps.
Add invoice payment to accounting from online charge
Unlinked online payments delay reconciliation and force manual follow-up by your billing staff. It posts payments to invoices automatically so billing can reconcile them same day.
- Apps: Stripe, Delay by Zapier, Formatter by Zapier, Filter by Zapier, LeadConnector, Google SheetsSwap with your favorite apps.
Add new payments to contact profile and ledger
You get payments without customer context, delaying follow-up and slowing reconciliation. It records payments and adds contacts for same-day outreach and reconciliation.
- Apps: Stripe, Filter by Zapier, Formatter by Zapier, Email by Zapier, Google SheetsSwap with your favorite apps.
Add paid bank-account checkout sessions to revenue sheet
Your bank-account checkout payments can slip through manual processes and delay membership activation. Record each paid session to a shared revenue sheet so coordinators can reconcile the same day.
- Apps: Whop, ChatGPT (OpenAI), Slack, Google Sheets, Webhooks by Zapier, LeadConnectorSwap with your favorite apps.
Add paid customer and log successful payment to records
Your payment notices arrive without a single record, causing billing confusion and outreach delays. It adds payment details to contacts and logs them so billing can reconcile same day.
- Apps: Stripe, Google Sheets, beehiiv, monday.com, SlackSwap with your favorite apps.
Add paid customers to newsletter and sales ledger
Your subscription payments sometimes post without subscriber or ledger updates, leaving partnerships and billing teams blind. Keep records current so outreach and reconciliation happen same day.
- Apps: Zengine, Filter by Zapier, Formatter by ZapierSwap with your favorite apps.
Add payment amount and flag application for payment
Applications enter payment review with no fee amount, leaving coordinators and billing unable to invoice. It sets the final amount and flags the record for payment so billing can invoice that day.
- Apps: Circle, Formatter by Zapier, Google Sheets, Zapier Tables, Airtable, Sub-Zap by ZapierSwap with your favorite apps.
Add paywall charges to ledger and update clients
Your paywall charges arrive unlogged, leaving billing and program teams without transaction context. Records and client status sync so staff can fulfill purchases before the next billing run.
- Apps: Email by Zapier, Filter by Zapier, Formatter by Zapier, AirtableSwap with your favorite apps.
Add peer-to-peer payments to finance tracker as emails arrive
Your incoming peer-to-peer payment emails leave receipts unrecorded and delay reconciliation. Capture each payment into your finance tracker for faster reconciliation same day.
- Apps: Stripe, Delay by Zapier, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add successful subscription payments to ledger sheet today
Your subscription payments aren't logged centrally, causing reconciliation delays for billing staff. Log each succeeded subscription payment to your sheet so billing can reconcile same day.
- Apps: Digistore24, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Add transaction records to central payments table instantly
Your checkout orders arrive unlogged, leaving analytics and reconciliation without revenue context. Enable managers to reconcile and report same-day by consolidating transactions into a shared payments table.
- View all
Explore all payment processing management automations
Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.