1.Catches incoming card events
Integrate Webhooks by Zapier, webhook routing tools, and event payload mapping to trigger automated settlement processing.
Record card payments and update invoices and deals
Automatically capture incoming card events across Webhooks by Zapier and Shopify and Invoice Ninja. Create and update when card payments post, dispute signals trigger, or settlement events arriveβso you can create payment mappings, update deals to Paid, and send dispute follow-ups without manual invoice entry.
How this automation updates paid deals
When incoming card event webhooks arrive, delays can stall billing and downstream deal updates. This automation extracts invoice numbers and matches invoices, then creates payment mappings, updates deals to Paid, and sends dispute emailsβso your team can reconcile and follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Extracts invoice number
Integrate Formatter by Zapier, data mapping tools, and webhook payload parsing to extract invoice numbers from merchant identifiers.
Formatter by Zapieror swap with your favorite app
3.Finds customer by email
Integrate Shopify, customer lookup tools, and CRM reference fields to find the matching customer record for payment context.
Shopifyor swap with your favorite app
4.Creates payment mapping
Integrate Invoice Ninja, invoice lookup tools, and reconciliation note fields to create payment mappings tied to transactions.
Invoice Ninjaor swap with your favorite app
5.Updates deal to Paid
Integrate Pipedrive, deal record tools, and note pinning to update the deal stage and add payment details.
Pipedriveor swap with your favorite app
6.Sends dispute follow-up email
Integrate Zoho Mail, email templates, and customer notifications to send dispute follow-ups with CRM note links.
Zoho Mailor swap with your favorite app
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Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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