1.Detects new invoice sale events
Integrate Quaderno and invoice automation tools to start the flow when a new sale invoice event is created.
Add new payments to finance dashboard and CRM
Automatically monitor new invoice sale events across Quaderno, Google Sheets, Airtable, Stripe, and Zoho Sign. Create and update finance records when qualifying invoices arrive, processor fees are found, or first-time sales are newly createdβso you can log payments, capture fee fields, and dispatch contracts without manual reconciliation.
How this automation accelerates your payment reconciliation
When new invoice sale events come in, delayed or missed matching can create messy books and slower closes. This automation filters qualifying invoices, formats and upserts payment rows, updates fee details, and sends contractsβso your team can reconcile faster.
Quadernoor swap with your favorite app
2.Continues only for qualifying invoices
Integrate Filter by Zapier and data routing rules to continue only for qualifying invoices and skip non-sales.
Filter by Zapieror swap with your favorite app
3.Formats invoice date and amounts
Integrate Formatter by Zapier and standardization tools to format invoice date and standardize invoice totals for mapping.
Formatter by Zapieror swap with your favorite app
4.Upserts a payment worksheet row
Integrate Google Sheets and spreadsheet lookup tools to find or create payment rows and map payer, date, and amount.
Google Sheetsor swap with your favorite app
5.Upserts the sale and creates payment record
Integrate Airtable and record workflows to find or create sale records and create payment rows with fee placeholders.
Airtableor swap with your favorite app
6.Finds the charge and retrieves processor fees
Integrate Stripe and payment lookup tools to find the charge by processor id and populate the fee field.
Stripeor swap with your favorite app
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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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