1.Creates payment record trigger
Integrate Airtable and ledger databases to capture payment reference, amount, dates, and attachment URLs to start the tracker entry.
Create payment tracker row from new payment record
Automatically monitor new payment records across Airtable and analytics via Formatter by Zapier and Google Drive. Create and update when payment status changes, invoice attachments appear, or settlement dates updateβso you can format ledger dates, upload file links, and populate a payment tracker row without manual reconciliation paperwork.
How this automation accelerates your payment tracker
When new payment records appear in a configured Airtable view, delayed bookkeeping can disrupt reconciliation. This automation formats dates, uploads attachments, and creates a single Google Sheets tracker rowβso your team can reconcile faster with complete file links.
Airtableor swap with your favorite app
2.Formats settlement date
Integrate Formatter by Zapier and date tools to convert status or settlement date into YYYY-MM-DD to standardize ledger entries.
Formatter by Zapieror swap with your favorite app
3.Checks for attachment URLs
Integrate Filter by Zapier and conditional logic tools to continue only when at least one attachment URL exists to control upload flow.
Filter by Zapieror swap with your favorite app
4.Uploads attachment files
Integrate Google Drive and file storage tools to upload attachment files and return a shareable link to include in the tracker.
Google Driveor swap with your favorite app
5.Creates spreadsheet tracker row
Integrate Google Sheets and reporting tools to create a payment tracker row mapping fields and Drive link to track each payment.
Google Sheetsor swap with your favorite app
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