1.Monitors new payment event webhook
Integrate LawPay and payment webhooks to capture authorized payment details and trigger payment processing.
Create payment record and update invoice status in CRM
Automatically monitor new payment events across LawPay and Zapier webhooks. Create and update records when authorized payments arrive or amounts normalizeβso you can create transactions, mark invoices paid, and update payment schedules without manual reconciliation.
How this automation marks invoices paid in your CRM
When authorized payment events come in, delays can leave invoices unpaid and reconciliation work piling up. This automation captures payment details, creates payment transaction records, and updates invoice and payment schedule statusβso your team can close the loop fast.
LawPayor swap with your favorite app
2.Continues only for qualifying authorized payments
Integrate Filter by Zapier and webhook filters to continue only when the payment page and authorized status match your rules.
Filter by Zapieror swap with your favorite app
3.Normalizes payment amount and timestamp
Integrate Formatter by Zapier and payment normalization tools to convert cents amounts and format the payment date.
Formatter by Zapieror swap with your favorite app
4.Searches account or contact for the payment
Integrate Salesforce and CRM lookup tools to find the matching account or contact using email or phone.
Salesforceor swap with your favorite app
5.Finds invoice and payment schedule records
Integrate Salesforce and CRM lookup tools to search invoices and payment schedules by invoice reference and return IDs.
6.Creates transaction and marks invoice paid
Integrate Salesforce and CRM record updates to create a payment transaction and update invoice and schedule status to paid.
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