1.Detects new payment event
Integrate Run my Accounts and bookkeeping scan tools to trigger the flow and capture payment reference data.
Record scanned payments to settle pending online orders
Automatically monitor new payment events across Run my Accounts and bookkeeping flow apps. Create and update capture transactions when scanned payment arrives, payment reference appears, or amounts postβso you can normalize references, match Shopify orders, and settle pending orders without manual reconciliation.
How this automation settles pending orders faster
When new payments appear in bookkeeping scans, delays can stall order settlement and force time-consuming manual checks. This automation normalizes references, filters qualifying payments, finds matching Shopify orders, and creates capture transactionsβso your team can close pending online orders automatically.
Run my Accountsor swap with your favorite app
2.Normalizes order reference
Integrate Code by Zapier and data formatting tools to clean the order reference and to set an ignore flag.
Code by Zapieror swap with your favorite app
3.Filters qualifying payment records
Integrate Filter by Zapier and validation rules to stop ignored records and non-positive amounts from continuing.
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4.Finds matching order
Integrate Shopify and order lookup tools to search for the first matching order using the cleaned reference.
Shopifyor swap with your favorite app
5.Creates capture transaction
Integrate Shopify and payment posting workflows to create a capture transaction and attach it to the order.
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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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