1.Polls transactions REST endpoint
Integrate Webhooks by Zapier and analytics tools to ingest cleared transaction payloads and map key fields to the zap payload.
Create cleared SaaS transaction records and alert finance
Automatically poll for new transactions across Webhooks by Zapier and Airtable. Create and update cleared SaaS transaction records and alert finance when cleared, non-pending transactions arrive, qualifying categories appear, or transaction references match so you can reconcile faster, reduce manual entry, and close gaps without manual paperwork.
How this automation creates finance-ready records and alerts
When new transactions arrive, delays in reconciliation can cause missed or mismatched charges. This automation filters cleared payloads, normalizes vendor names, creates or updates Airtable records, and sends Slack alertsβso your team can reconcile faster.
Webhooks by Zapieror swap with your favorite app
2.Filters to cleared eligible records
Integrate Filter by Zapier and rules logic to continue only for cleared, non-pending transactions and qualifying categories.
Filter by Zapieror swap with your favorite app
3.Sanitizes and normalizes vendor name
Integrate Code by Zapier and data normalization to sanitize vendor and payee names and output a cleaned vendor value.
Code by Zapieror swap with your favorite app
4.Finds or creates Airtable record
Integrate Airtable and database lookup to match by transaction reference and create or update the finance record fields.
Airtableor swap with your favorite app
5.Sends finance reconciliation alert
Integrate Slack and messaging tools to post the cleaned vendor, amount, date, and the Airtable record link to finance.
Slackor swap with your favorite app
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