1.Catches transfer webhook events
Integrate Webhooks by Zapier and webhook routing tools to capture transfer payloads and continue for completed outgoing payment events.
Create payment records from transfer notices for bookings
Automatically detect transfer webhook payloads across Webhooks by Zapier and trigger workflows for completed outgoing payment events. Create and update payment records and allocate them when booking codes match, so you can create received payments, update booking entries, and post allocation status without manual reconciliation.
How this automation protects your payment reconciliation
When completed outgoing payment transfers arrive out of band, reconciliation delays can cause missed allocations and inaccurate payment records. This automation fetches transfer details, extracts booking codes, and creates or updates Salesforce payment records and posts Slack allocation statusβso your team can act on matches fast.
Webhooks by Zapieror swap with your favorite app
2.Fetches full transfer details
Integrate Webhooks by Zapier and API tools to fetch complete transfer details and map reference, amount, currency, and timestamp.
3.Extracts booking code from transfer
Integrate Formatter by Zapier and text parsing tools to extract a booking or flight reference from the transfer reference field.
Formatter by Zapieror swap with your favorite app
4.Creates or updates payment records
Integrate Salesforce and CRM data tools to find matching Flight records and create received payments or update booking entries.
Salesforceor swap with your favorite app
5.Posts allocation status in Slack
Integrate Slack and team messaging tools to send allocation status with amount, currency, reference, and a record link.
Slackor swap with your favorite app
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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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