1.Cleans contact fields
Integrate Formatter by Zapier and data cleansing tools to normalize tender email and phone for matching inquiry records.
Mark deposit paid in inquiry records from payments
Automatically detect new order deposit payments in Square and match inquiry records across Airtable, Formatter by Zapier, and Google Sheets. Create and update when deposits post or no match is foundβso you can mark records paid, log unmatched payments, and email operations for manual reconciliation without paperwork.
How this automation marks deposit payments as paid
When deposit payments arrive but inquiry records stay unupdated, reconciliation gets delayed and exceptions pile up. This automation cleans contact details, finds and updates matching inquiry records, and logs unmatched payments while alerting operationsβso your team can close the loop faster.
Formatter by Zapieror swap with your favorite app
2.Finds matching inquiry
Integrate Airtable and lookup tools to search inquiries by cleaned email and cleaned phone and return a record id.
Airtableor swap with your favorite app
3.Branches on lookup result
Integrate Filter by Zapier and workflow branching tools to continue on match and route unmatched payments to fallback actions.
Filter by Zapieror swap with your favorite app
4.Updates paid status
Integrate Airtable and record update tools to set the configured paid or status field to paid and map order reference.
5.Logs unmatched payments
Integrate Google Sheets and reporting tools to add a row with order description, payment date, payer details, and references.
Google Sheetsor swap with your favorite app
6.Emails ops for follow-up
Integrate Gmail and templated messaging tools to send operations a follow-up email with the sheet link and payer details.
Gmailor 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
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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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