1.Find approved payment records
Integrate Salesforce and CRM data tools to query approved payment records and to centralize payment fields for processing.
Post approved vendor payments to accounting ledger records
Automatically monitor approved vendor payment records across Salesforce and trigger posting workflows through Webhooks by Zapier to accounting APIs. Create and update when posted payment state is detected or confirmed β so you can post accounting references, update payment statuses, and reconcile faster without manual reconciliation.
How this automation accelerates payment reconciliation
When approved vendor payments need posting and references, delays can stall reconciliation. This automation queries Salesforce for approved records, calls accounting APIs to confirm posted state and references, and updates payment recordsβso your team resolves differences faster.
Salesforceor swap with your favorite app
2.Create loop for each payment
Integrate Looping by Zapier and data mapping tools to create loops and to prepare per payment lookup inputs.
Looping by Zapieror swap with your favorite app
3.Open accounting API session
Integrate Webhooks by Zapier and API tools to POST an open session request and to capture the session id.
Webhooks by Zapieror swap with your favorite app
4.Read external payment posted state
Integrate Webhooks by Zapier and reporting tools to POST read requests and to fetch posted state and document reference.
5.Continue only for posted payments
Integrate Filter by Zapier and workflow rules to gate processing and to skip records that are not posted.
Filter by Zapieror swap with your favorite app
6.Update payment record to posted
Integrate Salesforce and CRM data tools to update records with posted status and accounting reference numbers.
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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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