1.Detects new payment received
Integrate QuickBooks Online, accounting data sources, and payment record fields to trigger ledger and payer workflows.
Create payment records and add payers to campaign list
Automatically monitor new payment received events across QuickBooks Online, Formatter by Zapier, Google Sheets, and LeadConnector. Create and update payment records and payer contacts when payment date updates, payer email captured, or invoice reference appearsβso you can keep ledger entries, campaign lists, and records current without manual bookkeeping.
How this automation accelerates your payer follow-up
When new payment received triggers hit your inbox, payer records can drift and follow-up gets delayed. This automation formats payment data and updates your ledger, then adds payers to campaignsβso you can coordinate without manual bookkeeping.
QuickBooks Onlineor swap with your favorite app
2.Formats date and amount
Integrate Formatter by Zapier, data transformation tools, and currency rules to standardize payment date and amount fields.
Formatter by Zapieror swap with your favorite app
3.Looks up payer ledger row
Integrate Google Sheets, spreadsheet lookup logic, and email matching to find the payer row in your ledger.
Google Sheetsor swap with your favorite app
4.Creates or updates ledger entry
Integrate Google Sheets, spreadsheet row writing, and accounting tagging to create or update the ledger row.
5.Adds payer to campaign list
Integrate LeadConnector, contact records, and campaign workflow to add or update payers for follow-up.
LeadConnectoror swap with your favorite app
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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.
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