1.Monitors entry updates
Integrate Cognito Forms, form tools, and submission data to detect updated deposit and payment entries for reconciliation.
Log deposit and payment entries to payments sheet
Automatically monitor entry updates in Cognito Forms and payment submissions across Cognito Forms, Zapier, and Google Sheets. Create and update your payments worksheet when payment amounts qualify and deposits arriveβso you can reconcile faster without manual ledger work.
How this automation keeps your payment ledger current
When deposit or payment entries update in Cognito Forms, delays can throw off reconciliation and cause ledger gaps. This automation filters and normalizes payment data, updates the Cognito entry, and creates rows in your payments worksheetβso your team can reconcile without manual logging.
Cognito Formsor swap with your favorite app
2.Filters qualifying payment records
Integrate Filter by Zapier, automation rules, and payment validation to continue only for configured payment stages and non-zero amounts.
Filter by Zapieror swap with your favorite app
3.Normalizes payment date and amount
Integrate Formatter by Zapier, data mapping, and number formatting to normalize payment dates and numeric amounts.
Formatter by Zapieror swap with your favorite app
4.Updates payment entry fields
Integrate Cognito Forms, form fields, and status flags to update payment and summary fields in the entry.
5.Creates payment row in worksheet
Integrate Google Sheets, spreadsheet rows, and ledger columns to create a payments worksheet record for reconciliation.
Google Sheetsor swap with your favorite app
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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
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.
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