1.Monitor new submission
Integrate GoCanvas and intake forms to capture each field payment submission and trigger payment posting validation.
Create posted payment records from mobile form submissions
Automatically monitor new mobile form payment submissions across GoCanvas and accounting workflows. Create and update when new submissions arrive, when line items validate, or when invoices match statement rowsβso you can post payment records, update statement rows, and create customer records without manual reconciliation delays.
How this automation posts payment records faster
When new submissions arrive without posted entries, reconciliation delays can disrupt month end close. This automation captures form fields, finds or creates customers, posts payments, and updates statement rowsβso your team can reconcile same day.
GoCanvasor swap with your favorite app
2.Find or create customer
Integrate QuickBooks Online and customer matching tools to look up the payer record and create a customer when no match.
QuickBooks Onlineor swap with your favorite app
3.Create payment record
Integrate QuickBooks Online and accounting mapping tools to create the posted payment record and link it to the customer.
4.Iterate line items
Integrate Looping by Zapier and validation helpers to expand submitted item rows for invoice references and amounts.
Looping by Zapieror swap with your favorite app
5.Filter by ready status
Integrate Filter by Zapier and posting rules to continue only for line items marked ready to post.
Filter by Zapieror swap with your favorite app
6.Update statement row
Integrate Google Sheets and spreadsheet search tools to find the matching statement row and update status and date.
Google Sheetsor 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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