1.Catches incoming payment webhook
Integrate Webhooks by Zapier and webhook triggers to catch the incoming paid invoice signal and start record updates.
Update payment records and route CEU applications for review
Automatically convert incoming payment webhook data into updated payment records across Zengine and trigger CEU reviews in your workflow. Route invoice-paid events into review-ready recordsβso you can update payment status, move CEU applications, and avoid manual reconciliation without manual reporting.
How this automation accelerates CEU review
When an incoming payment webhook arrives, reconciliation delays can create gaps in payment status and CEU progress. This automation filters paid invoices, formats paid dates, finds and updates payment records, and moves CEU applications into the configured review queueβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Continues only for paid events
Integrate Filter by Zapier and webhook event checks to continue only when the webhook indicates an invoice paid event.
Filter by Zapieror swap with your favorite app
3.Formats paid date for records
Integrate Formatter by Zapier and date formatting tools to map the webhook paid timestamp to a formatted paid date.
Formatter by Zapieror swap with your favorite app
4.Finds payment record by invoice
Integrate Zengine and lookup tools to match the webhook invoice reference to the existing payment record key.
Zengineor swap with your favorite app
5.Updates payment and moves CEU
Integrate Zengine and record update workflows to set paid status, update the payment date, and move the CEU into review.
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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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