1.Catches payment webhook hook
Integrate Webhooks by Zapier and data mapping tools to receive the payment payload and extract membership, amount, currency, and date.
Create invoice and record payment for memberships fast
Automatically receive membership payment notifications across Webhooks by Zapier, Formatter by Zapier, Zoho CRM, and Xero. Create and update when payment webhook arrives or membership payment payload posts or payment payload includes membership idβso you can normalize invoice references, create matched contacts, and post invoices and payments without manual reconciliation.
How this automation creates matched invoices and payment records
When membership payment notifications arrive but records are not consistent, delays can stall reconciliation. This automation maps payment payloads, creates contacts, and posts authorized invoices and paymentsβso your team can reconcile faster.
Webhooks by Zapieror swap with your favorite app
2.Normalizes payment reference pieces
Integrate Formatter by Zapier, utilities, and date formatting tools to normalize values, convert payment method to codes, and compact the date.
Formatter by Zapieror swap with your favorite app
3.Finds the membership account
Integrate Zoho CRM and contact enrichment tools to search by membership ID and map name and address into CRM contact fields.
Zoho CRMor swap with your favorite app
4.Creates contact when not found
Integrate Zoho CRM and contact records to create a CRM contact when no membership match exists, using the mapped fields.
5.Finds or creates Xero contact
Integrate Xero and accounting contacts to match or create the contact with bank and address details in Xero.
Xeroor swap with your favorite app
6.Creates authorised sales invoice
Integrate Xero and invoicing tools to create an authorised sales invoice with no VAT lines and an invoice reference from the payment code and date.
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