1.Detect new transaction
Integrate Qonto and bank transaction sources to watch for each new transaction detected and trigger cash flow processing.
Create cash flow rows from new bank transactions
Automatically capture new transaction detected events from Qonto across finance and payment tools. Create and update cash workbook rows and card-report debits when new transaction detected, transaction posts to account, or transaction data changesβso you can format fields, log debits, and reconcile without manual reporting.
How this automation logs cash flow faster
When new transactions are detected, delays can cause reconciliation gaps and missed card debits. This automation normalizes transaction fields, creates cash workbook rows, and logs qualifying card-report debitsβso your team can reconcile with confidence.
Qontoor swap with your favorite app
2.Format dates and amounts
Integrate Formatter by Zapier and data formatting tools to normalize transaction and settlement dates, then convert amounts to two-decimal numbers.
Formatter by Zapieror swap with your favorite app
3.Create cash workbook row
Integrate Google Sheets and spreadsheet workbooks to create a cash workbook row for date, description, amount, type, and currency.
Google Sheetsor swap with your favorite app
4.Allow qualifying card debits
Integrate Filter by Zapier and rules checks to continue only for debit card operations and exclude configured internal card exceptions.
Filter by Zapieror swap with your favorite app
5.Create card report row
Integrate Google Sheets and reporting spreadsheets to create a card report row for method and masked card digits.
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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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