1.Monitor e-transfer payment activity
Integrate Close and CRM activity tracking to map activity date, amount, and customer reference to transaction fields.
Create transaction record and notify payer after e-transfer
Automatically capture e-transfer payment custom activities across Close and Stripe. Create and update when customer reference is found or a subscription identifier is present, so you can create transaction records, post billing items, and notify payers without manual reconciliation.
How this automation protects your e-transfer reconciliation
When e-transfer payment details arrive in the CRM, reconciliation can lag and billing updates get missed. This automation captures CRM activity, finds the right customer, creates transaction records, posts invoice items when needed, and sends payer notificationsβso your team stays on time.
Closeor swap with your favorite app
2.Find customer and pull details
Integrate Stripe and customer lookup tools to find the customer by CRM customer reference and return customer id.
Stripeor swap with your favorite app
3.Derive subscription identifier
Integrate Formatter by Zapier and data transformation tools to convert line-item data into a single subscription id.
Formatter by Zapieror swap with your favorite app
4.Create transaction record
Integrate Airtable and transaction logging tools to create a new record with payer name, amount, date, and status.
Airtableor swap with your favorite app
5.Post billing invoice item
Integrate Webhooks by Zapier and billing tools to post an invoice item when a subscription id is available.
Webhooks by Zapieror swap with your favorite app
6.Send SMS to payer
Integrate Close and messaging tools to create an SMS with previous balance, payment, and remaining balance.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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