1.Catches incoming payment webhook
Integrate Webhooks by Zapier and webhook ingestion tools to trigger extraction and processing of settled check deposit data.
When settled check deposits arrive, delayed follow up can slow close and create mismatches. This automation cleans webhook fields, looks up bank fingerprint and invoices, and sends a payments channel messageβso your team can process same day with confidence.
Integrate Webhooks by Zapier and webhook ingestion tools to trigger extraction and processing of settled check deposit data.
Integrate Formatter by Zapier and data cleaning tools to map deposit fields into normalized amount and memo values.
Integrate Google Sheets and lookup tables to find the first fingerprint match and return contextual metadata for reconciliation.
Integrate Webhooks by Zapier and API data to call your invoices endpoint and return a JSON list for matching.
Integrate Code by Zapier and invoice matching rules to select the best invoice id and match reason.
Integrate Slack and team notifications to post the settled date, memo summary, check reference, and matched invoice id.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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