1.Triggers on new payment events
Integrate Keap and payment event capture tools to trigger on each new payment and pass payment references for reconciliation.
Create payment rows in central orders sheet for finance
Automatically monitor new payment event activity across Keap and Google Sheets. Create and update rows when settlement finalizes, invoice and payer match, or line items are formattedβso you can keep reconciliation current, reduce manual reconciliation, and avoid spreadsheet cleanup.
How this automation protects your reconciliation
When new payments arrive, delays can break reconciliation and leave finance searching for the right invoice context. This automation waits for settlement, resolves contact and invoice details, and creates or updates central order rowsβso your team can reconcile faster.
Keapor swap with your favorite app
2.Delays processing for settlement
Integrate Delay by Zapier and timing controls to wait 8 minutes so settlement finalizes before invoice and contact lookups.
Delay by Zapieror swap with your favorite app
3.Finds contact and invoice
Integrate Keap and contact lookup tools to find the payer contact and locate the invoice using payment references.
4.Builds line-item summary
Integrate Formatter by Zapier and invoice parsing tools to transform invoice line items into a single summary cell.
Formatter by Zapieror swap with your favorite app
5.Upserts rows in central orders sheet
Integrate Google Sheets and spreadsheet lookup tools to find or create a row by invoice id and payer email, then map totals and status.
Google Sheetsor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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