1.Detect new payment received
Integrate Xero, and accounting tools to detect new payment received and start payment processing.
Record incoming payment and update deal status in CRM
Automatically monitor new payment received across Xero and QuickBooks Online. Create and update when payment posts, payment reference is detected, or payment ID appearsβso you can reconcile invoices, record payments, and mark deals won without manual reconciliation.
How this automation records payments and updates deal status
When new payments arrive, delays can cause mismatched invoices and stale deal stages. This automation monitors new payment received and creates invoice and payment records, updates the CRM deal, and notifies the teamβso finance stays aligned.
Xeroor swap with your favorite app
2.Find or create customer
Integrate QuickBooks Online and customer matching tools to find or create customer and centralize billing contact details.
QuickBooks Onlineor swap with your favorite app
3.Create invoice when missing
Integrate QuickBooks Online and invoice line item tools to create invoice when missing and map line items and totals.
4.Record payment to invoice
Integrate QuickBooks Online and ledger tools to record payment and post a payment record using payment ID.
5.Update deal status to won
Integrate Pipedrive and CRM workflows to find or create the deal and update the stage to won.
Pipedriveor swap with your favorite app
6.Send payments channel message
Integrate Slack and team notifications to send a payments channel summary and confirm reconciled results.
Slackor 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
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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