1.Catches new payment event
Integrate LawPay and webhook delivery to capture new payment events for reconciliation.
Create payment transaction and mark invoice paid in CRM
Automatically monitor new payment events from LawPay across payment capture and CRM workflows. Create and update payment and invoice statuses when authorized payments arriveβso you can reconcile faster, reduce exceptions, and keep invoice records current without manual reconciliation.
How this automation accelerates invoice reconciliation
When authorized payments arrive but invoice status stays stale, reconciliation delays can cascade into cash flow confusion. This automation filters and normalizes payment events, then searches for the right records and creates transactions while marking invoices and schedules as paidβso your team can reconcile without chasing updates.
LawPayor swap with your favorite app
2.Filters for qualifying payments
Integrate Filter by Zapier to continue only for configured payment page and authorized status.
Filter by Zapieror swap with your favorite app
3.Normalizes payment amount and date
Integrate Formatter by Zapier to convert raw amounts and format payment timestamps for records.
Formatter by Zapieror swap with your favorite app
4.Searches for account or contact
Integrate Salesforce to match source email and phone, then continue only when account data is found.
Salesforceor swap with your favorite app
5.Finds related invoices and schedules
Integrate Salesforce and CRM record lookups to search invoices and payment schedules by invoice reference.
6.Creates transaction and marks paid
Integrate Salesforce to create payment transaction records and update invoice and schedule statuses to paid.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
Connect your tools
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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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