1.Captures form submission
Integrate Zapier Forms and workflow field mapping to capture submission data and map key fields to the request process.
Create banked funds request records from submission forms
Automatically capture banked funds form submissions across Zapier Forms and Zapier Tables. Create and update request records and link them to projects when form submissions are created, so you can reconcile faster, reduce manual entry, and keep records consistent without manual paperwork.
How this automation protects reconciliation request accuracy
When form submissions are created, missing or mistyped details can delay reconciliation. This automation captures submission data and matches projects, then creates request recordsβso your team can reconcile without manual entry.
Zapier Formsor swap with your favorite app
2.Finds matching project record
Integrate Zapier Tables and data lookup to search projects by project name and return the matched project reference.
Zapier Tablesor swap with your favorite app
3.Creates request record
Integrate Zapier Tables and record mapping to create a new request record and store project reference, amount, and submission ID.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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