1.Detects payment paid out event
Integrate GoCardless to catch payout-ready payment events and start reconciliation for deposits.
Create customer payment records from bank payout events
Automatically monitor payment paid out events across GoCardless and Finance tools. Create and update customer payment records when payouts match a customer identifier, payout emails need fallback, or unmatched payers appearβso you can post ledger entries, normalize deposit amounts, and log exceptions without manual reconciliation.
How this automation accelerates your deposit reconciliation
When payment paid out event occurs, deposits can stall if billing teams spend time searching payers and entering amounts. This automation searches customers, retrieves and formats payout details, and creates payment records and error rowsβso your team can reconcile deposits faster.
GoCardlessor swap with your favorite app
2.Searches linked customer
Integrate GoCardless and customer lookup tools to find the payer and map results to a customer key.
3.Retrieves the payment
Integrate GoCardless and data mapping tools to fetch payment record details for normalized amount and timestamp.
4.Transforms amount into currency
Integrate Formatter by Zapier and reporting tools to divide or format raw cents into major currency units.
Formatter by Zapieror swap with your favorite app
5.Adds payment to CRM
Integrate TutorBird and CRM records to create a new payment entry with the normalized amount and time.
TutorBirdor swap with your favorite app
6.Creates error row on failure
Integrate PostgreSQL and database tables to write unmatched or failed payouts into a central errors table.
PostgreSQLor 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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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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