1.Watch for inbound payment emails
Integrate Email by Zapier and email inboxes to capture payment notification messages by passing raw date and body into the zap to capture payment notifications
Create payment log entry from received payment emails
Automatically monitor new inbound payment notifications across Email by Zapier. Extract payment fields, match ledger rows, and create payments entries for fast actionβso you can reconcile without manual reporting.
How this automation accelerates payment reconciliation
When a new inbound payment email arrives, delays can leave transactions unaccounted and billing waiting. This automation monitors payment notification emails and filters qualifiers, extracts payment fields, and updates Google Sheetsβso your team can reconcile faster.
Email by Zapieror swap with your favorite app
2.Filters for qualifying payment messages
Integrate Filter by Zapier and keyword conditions to continue only for emails matching configured payment keywords to filter matching payment notices
Filter by Zapieror swap with your favorite app
3.Extracts payment fields from email
Integrate Formatter by Zapier and email parsing to parse the message and extract date, payer name, amount, reference, and notes to extract payment fields
Formatter by Zapieror swap with your favorite app
4.Looks up and creates payments rows
Integrate Google Sheets and ledger lookup spreadsheets to find matching rows by reference and amount, or create a new entry when no match is found to record payment logs
Google Sheetsor swap with your favorite app
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Explore all payment reconciliation automations
Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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