1.Detect transaction status changes
Integrate LawPay to watch for transaction status changes and trigger downstream processing.
Create pending ACH payment record and follow-up task
Automatically monitor transaction status changes across LawPay and Pipedrive. Create and update records when bank ACH moves to authorized or pending β so you can create ledger rows, add CRM notes, and assign owner tasks without manual reconciliation.
How this automation creates pending ACH records and speeds reconciliation
When authorized ACH status updates keep arriving out of sequence, delays can stall reconciliation and slow follow-ups. This automation filters events and formats fields, then writes a Google Sheets ledger row, and creates Pipedrive notes and owner tasksβso your team can close the loop faster.
LawPayor swap with your favorite app
2.Filters to authorized ACH events
Integrate Filter by Zapier to continue only for bank ACH that is authorized and pending.
Filter by Zapieror swap with your favorite app
3.Formats amount and projected dates
Integrate Formatter by Zapier to convert amounts and timestamps into fields for sheet mapping.
Formatter by Zapieror swap with your favorite app
4.Finds person and relevant deal
Integrate Pipedrive to look up a person and return matching deal and owner identifiers.
Pipedriveor swap with your favorite app
5.Creates ledger row in worksheet
Integrate Google Sheets to create a worksheet row with reference, contact, amount, and projected clear date.
Google Sheetsor swap with your favorite app
6.Creates CRM note and follow-up task
Integrate Pipedrive to add a deal note and create an owner follow-up task due on the projected clear date.
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