1.Watch new email confirmations
Integrate Gmail and email filtering tools to detect qualifying payment confirmations and pass message details for archiving.
Create payment records from parent emails into register
Automatically monitor payment confirmation emails across Gmail and formatting tools. Create and update payment records when payment confirmations arrive, payment keywords match, or provider sender emails landβso you can append payment rows, map payers to child records, and archive labeled threads without manual reconciliation.
How this automation protects payment reconciliation
When payment confirmations land in inboxes, delays can cause missed or mismatched reconciliation. This automation parses email details and appends structured payment rows and archives the labeled threadβso your team can reconcile faster.
Gmailor swap with your favorite app
2.Extract payment fields
Integrate Formatter by Zapier and text parsing tools to run date and amount extractors and produce structured payment values.
Formatter by Zapieror swap with your favorite app
3.Lookup child record name
Integrate Sub-Zap by Zapier and payment mapping tables to return a child name from the payer name with a fallback.
Sub-Zap by Zapieror swap with your favorite app
4.Create payment worksheet row
Integrate Google Sheets and spreadsheet rows to append a new record mapping date, payer, child, amount, and transaction id.
Google Sheetsor swap with your favorite app
5.Archive and label the email
Integrate Sub-Zap by Zapier and email organization tools to update labels, archive the thread, and optionally refine summaries.
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Explore all payment reconciliation automations
Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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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