1.Detects new remittance CSV attachment
Integrate Gmail and email parsing tools to capture the remittance attachment and map its file details into the workflow.
Add remittance CSV rows to tracker and update CRM records
Automatically monitor new attachment remittance CSVs across Gmail and file storage. Automatically create and update tracker rows and CRM fields when remittance CSV arrives, attachment filename matches, or remittance email landsβso you can reconcile fees and commissions without manual reconciliation.
How this automation protects reconciliation accuracy
When a remittance CSV attachment arrives, delays can stall fee and commission reconciliation. This automation captures the file in your storage, parses line items into your master tracker, and updates matching CRM ticket fieldsβso your team can reconcile without chasing data.
Gmailor swap with your favorite app
2.Uploads remittance file to folder
Integrate Google Drive and file storage folders to upload the attachment file to your configured remittance folder.
Google Driveor swap with your favorite app
3.Imports CSV into structured rows
Integrate Formatter by Zapier and CSV parsing tools to convert the Drive CSV into structured line item rows.
Formatter by Zapieror swap with your favorite app
4.Iterates line items for mapping
Integrate Looping by Zapier and data mapping tools to iterate each line item and map fee and commission fields.
Looping by Zapieror swap with your favorite app
5.Creates tracker rows and updates tickets
Integrate Google Sheets, and HubSpot, to create a tracker row and update matching ticket fee and commission values.
HubSpotor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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