1.Processes payout paid out event
Integrate GoCardless and analytics tools to process the payment paid out event and payment lookup details.
Create incoming payment records in your CRM for payouts
Automatically monitor payment paid out events and payout details across GoCardless and Salesforce. Create and update when payout events post as paid out, when payment identifiers are available, or when payout metadata includes charge datesβso you can convert amounts, match customers, and create incoming payment records without manual reconciliation.
How this automation protects your settled payouts
When payouts land with missing or inconsistent CRM context, delays and duplicates can disrupt reconciliation. This automation uses GoCardless and Formatter by Zapier to look up payout details and create incoming payment records in Salesforce, routing ambiguous matches for reviewβso your team can settle faster.
GoCardlessor swap with your favorite app
2.Converts cents to currency amount
Integrate Formatter by Zapier and data mapping tools to convert cents to currency amount and format debit date.
Formatter by Zapieror swap with your favorite app
3.Finds matching CRM customer
Integrate Salesforce and CRM lookup tools to find a matching customer by payment customer id and then email.
Salesforceor swap with your favorite app
4.Reviews no match or multiple matches
Integrate Human in the Loop and review workflow tools to present candidate records and capture the selected customer.
Human in the Loopor swap with your favorite app
5.Creates incoming payment record
Integrate Salesforce and CRM record tools to create an incoming payment record and map amount, dates, and external references.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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