1.Monitors matching e-transfer emails
Integrate Gmail and inbox filtering tools to capture payment confirmation emails and pass message details to parsing.
Route e‑transfer emails to order processing and review queue
Automatically parse e-transfer confirmation emails across Gmail and payment processing tools. Create and update order processing workflows and add review rows when order matches fail or amounts mismatch—so you can reconcile payments without manual tracking.
How this automation accelerates your payment reconciliation
When e-transfer confirmations arrive, payment matching delays can disrupt order processing and cause missed reviews. This automation monitors Gmail, extracts payment fields, finds orders, triggers order updates, and logs review rows—so your team can reconcile payments faster.
Gmailor swap with your favorite app
2.Extracts payment amount and reference
Integrate Formatter by Zapier and data parsing tools to extract amount and candidate order reference from the email body.
Formatter by Zapieror swap with your favorite app
3.Finds matching WooCommerce orders
Integrate WooCommerce and order lookup tools to find the order by extracted reference, or by billing email fallback.
WooCommerceor swap with your favorite app
4.Triggers order-status processing checks
Integrate Sub-Zap by Zapier and workflow automation tools to update processing when an order ID returns and validation passes.
Sub-Zap by Zapieror swap with your favorite app
5.Adds unmatched payments to review
Integrate Google Sheets and reconciliation tools to add a review row when no match is found or amounts differ.
Google Sheetsor 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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