1.Detects new payment records
Integrate Airtable and database tools to detect new payment records in your configured payments view.
Create transaction rows from new payment records automatically
Automatically detect new payment records in Airtable across Webhooks by Zapier, Formatter by Zapier, Looping by Zapier, mallabe Currencies, and Airtable. Create and update when transaction rows and contract links are readyβso you can create rows, link contracts, and convert amounts without manual matching.
How this automation creates transaction rows and links contracts
When new payment records land in Airtable, delays can leave transaction data incomplete and reconciliation work piling up. This automation fetches breakdowns, converts amounts, and creates and updates Transactions recordsβso your team can reconcile faster.
Airtableor swap with your favorite app
2.Fetches payment breakdown line items
Integrate Webhooks by Zapier and API tools to request payment breakdown details and parse returned line items.
Webhooks by Zapieror swap with your favorite app
3.Formats payment date for conversion
Integrate Formatter by Zapier and date tools to format paid dates as YYYY-MM-DD for conversion lookups.
Formatter by Zapieror swap with your favorite app
4.Iterates line items per recipient
Integrate Looping by Zapier and workflow logic to iterate each line and capture name, email, amount, and id.
Looping by Zapieror swap with your favorite app
5.Converts amounts by date
Integrate mallabe Currencies and currency tools to convert each line item amount using the formatted date.
mallabe Currenciesor swap with your favorite app
6.Creates transactions and links contracts
Integrate Airtable and database tools to create transaction records and update them with linked contract references.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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