1.Detect new push with fields
Integrate Zapier Chrome extension and browser push events to capture payment and receivable references for matching.
Apply received payments to CRM financial records quickly
Automatically capture payment and receivable references across Zapier Chrome extension and Exact Online. Create and update CRM financial records when invoice references arrive, currency matches, or payment dates validateβso you can apply payments, reduce unapplied balances, and clear records without manual matching.
How this automation clears unapplied balances automatically
When receivable references arrive from pushes but matching takes time, unapplied balances linger and reporting stays off. This automation finds receivables, validates and qualifies matches, and updates Salesforce financial recordsβso your team can reconcile faster.
Zapier Chrome extensionor swap with your favorite app
2.Find receivables by search
Integrate Exact Online and analytics tools to find receivable lines from push reference or date window for processing.
Exact Onlineor swap with your favorite app
3.Iterate receivable IDs
Integrate Looping by Zapier and workflow automation tools to process each returned receivable ID individually.
Looping by Zapieror swap with your favorite app
4.Fetch full receivable details
Integrate Exact Online and data mapping tools to get receivable fields like journal and amounts for later mapping.
5.Qualify receivables for match
Integrate Filter by Zapier and validation rules to continue only when invoice reference and journal match.
Filter by Zapieror swap with your favorite app
6.Update CRM financial record
Integrate Salesforce and CRM record updates to apply amounts, reduce unapplied balances, and clear records when balance reaches zero.
Salesforceor swap with your favorite app
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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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