1.Detects new completed order
Integrate Square, accounting tools, and payment reconciliation tools to detect new completed order data for reconciliation.
Create records for completed sales in payments table today
Automatically monitor new completed orders across Square and Zapier Tables. Create and update payments records when completed orders arrive, transaction references match, or amounts postβso you can prevent duplicates, reconcile faster, and log an audit trail without manual reconciliation.
How this automation accelerates your daily payment close
When new completed orders are not logged consistently, reconciliation slows and close can miss exceptions. This automation monitors completed orders and looks up matches, creates payment records and audit recordsβso your team can reconcile with a single source of truth.
Squareor swap with your favorite app
2.Finds payments record
Integrate Zapier Tables and reconciliation tables to look up an existing payment by transaction reference and amount.
Zapier Tablesor swap with your favorite app
3.Creates payment record
Integrate Zapier Tables and field mapping tools to create a payments record and populate amount, date, type, and references.
4.Creates audit record
Integrate Zapier Tables and logging tools to create an ingest log for traceability of the processed source payload.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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