1.Catch new payment
Integrate QuickBooks Online and payment accounting tools to trigger processing when a new payment posts.
Update CRM and finance ledgers when payments post
Automatically monitors new payment events in QuickBooks Online across finance and CRM systems. Create and update when payments postβso you can post ledger totals, log payment records, and refresh customer lifetime value without manual reconciliation.
How this automation protects accurate cash and customer records
When new payments post, delays can break ledger accuracy and CRM lifetime value reporting. This automation normalizes payment details and updates the daily ledger and payment tracking rows, so your team can reconcile faster.
QuickBooks Onlineor swap with your favorite app
2.Normalize payment date and amount
Integrate Formatter by Zapier and data formatting tools to standardize payment timestamps and convert totals to numeric currency.
Formatter by Zapieror swap with your favorite app
3.Lookup daily ledger row
Integrate Google Sheets and ledger tracking tools to search the daily worksheet by standardized date and return the matching row.
Google Sheetsor swap with your favorite app
4.Update ledger and cash total
Integrate Google Sheets and ledger tracking tools to update the found ledger row with the computed cash column value.
5.Append payment tracking row
Integrate Google Sheets and reporting tools to append a new payment tracking row with customer name and amount.
6.Find and update lead lifetime value
Integrate Close and CRM tools to update the matching lead stage and map the formatted currency to lifetime value.
Closeor 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
Set up in minutes
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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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