1.Catches payment webhooks
Integrate Webhooks by Zapier and payment webhook tools to catch completed payment webhook signals to trigger processing.
Create payment records from incoming payment webhooks
Automatically convert incoming payment webhook events into reconciliation-ready records across Webhooks by Zapier, Shopify, and Salesforce. Create and update payment and payment history entries, then notify billing on create failuresβso you can reduce reconciliation gaps without manual bookkeeping.
How this automation creates reconciliation-ready payment records
When completed payment webhooks arrive and payments need matching, delays can slow reconciliation. This automation catches webhook events, filters and normalizes transactions, then creates Salesforce payment and history recordsβso your team can reconcile faster.
Webhooks by Zapieror swap with your favorite app
2.Continues only paid statuses
Integrate Filter by Zapier and data validation tools to map financial status and to continue only accepted payment outcomes.
Filter by Zapieror swap with your favorite app
3.Finds order transactions
Integrate Shopify and order lookup tools to find order transactions from the webhook order id to validate matches.
Shopifyor swap with your favorite app
4.Iterates each transaction
Integrate Looping by Zapier and looping utilities to process each transaction individually to normalize amounts and references.
Looping by Zapieror swap with your favorite app
5.Normalizes card ending
Integrate Formatter by Zapier and payment parsing tools to extract numeric card ending from payment details to populate CRM fields.
Formatter by Zapieror swap with your favorite app
6.Normalizes gateway status
Integrate Code by Zapier and automation logic tools to normalize gateway status and authorization date to CRM status values.
Code by Zapieror swap with your favorite app
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Explore all payment processing management automations
Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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