1.Monitor new payment
Integrate Square and payment processing tools to catch each completed payment and expose transaction fields for reconciliation.
Notify accounting of new payment receipts by email
Automatically monitor new payments across Square and Zapier. Get instant alerts when payment completes or new transactions post or payment status updates—so you can reconcile payments, prepare fulfillment, and notify accounting—without manual lookup.
How this automation protects reconciliation accuracy
When a new payment is captured, delays can break reconciliation and stall fulfillment. This automation catches transaction details, filters qualifying records and formats a summary, so your team can send payment alerts from Square to Gmail—without manual lookup.
Squareor swap with your favorite app
2.Qualify completed payments
Integrate Filter by Zapier and workflow rules to continue only for completed, non-test, and non-duplicate payment records.
Filter by Zapieror swap with your favorite app
3.Format transaction summary
Integrate Formatter by Zapier and formatting tools to format money and dates and compose a short payer and payment summary.
Formatter by Zapieror swap with your favorite app
4.Send accounting email
Integrate Gmail and email routing tools to send the formatted payment amount and reference to configured accounting recipients.
Gmailor swap with your favorite app
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Explore all payment reconciliation automations
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.
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