1.New pushed fields arrive
Integrate Zapier Chrome extension and browser input tools to watch for pushed reference fields and start the sales search.
Create missing invoice payments for reconciled sales records
Automatically monitor pushed page fields across Zapier Chrome extension and Cin7 Core Inventory. Create and update payment records when invoice references arrive or totals mismatch or stray payment entries appearβso you can restore paid totals, remove stale payments, and prevent reconciliation errors without manual matching.
How this automation fixes invoice payment records
When pushed fields surface sales with unpaid or mismatched payment totals, reconciliation work stalls and invoice paid amounts drift. This automation searches sales, loops through IDs, and updates Cin7 payments and invoice paid totalsβso your team can close the gap fast.
Zapier Chrome extensionor swap with your favorite app
2.Find invoiced sales
Integrate Cin7 Core Inventory and inventory search tools to search sales and return matched sale IDs from pushed fields.
Cin7 Core Inventoryor swap with your favorite app
3.Loop through sale IDs
Integrate Looping by Zapier and data iteration tools to create loop values so each sale ID is processed once.
Looping by Zapieror swap with your favorite app
4.Lookup sale and invoices
Integrate Cin7 Core Inventory and reconciliation data tools to look up each sale and retrieve invoice totals and payment summaries.
5.Continue only qualifying invoices
Integrate Filter by Zapier and rules engines to continue only when invoices are unpaid or show mismatched payment totals.
Filter by Zapieror swap with your favorite app
6.Delete stray payment entries
Integrate Webhooks by Zapier and API tools to delete identified stale payment IDs before creating new payment records.
Webhooks by Zapieror swap with your favorite app
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Step 1
Connect your tools
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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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