1.Catches payment notification
Integrate Webhooks by Zapier and payment notification parsing tools to extract invoice reference and customer details for reconciliation.
Post payments and update customer ticket records promptly
Automatically catch payment notifications across Webhooks by Zapier, QuickBooks Online, Autotask, and Microsoft Office 365. Create and update posted payments and ticket records when payment notifications arrive, invoice references match, or token indicators change so you can post payments, update metadata, and notify payments staff without manual reconciliation.
How this automation posts reconciled payments
When payment notifications arrive without a fast posting path, invoices, tickets, and payment records can fall out of sync. This automation catches notifications, finds invoices, creates payments, updates customer records, and sends payment summary emailsβso your team can reconcile promptly.
Webhooks by Zapieror swap with your favorite app
2.Finds matching invoice
Integrate QuickBooks Online and invoice lookup tools to search by invoice reference and confirm the correct invoice to post.
QuickBooks Onlineor swap with your favorite app
3.Creates posted payment
Integrate QuickBooks Online and accounting posting tools to create a payment and set deposit account and payment reference.
4.Updates contact token metadata
Integrate Autotask and CRM field mapping tools to update token existence and masked card metadata on the contact.
Autotaskor swap with your favorite app
5.Adds ticket charge and note
Integrate Autotask and ticket note tools to add a negative charge and create a transaction summary note for the open ticket.
6.Sends payment summary email
Integrate Microsoft Office 365 and email routing tools to send a payment summary with invoice, balance, ticket, and token status.
Microsoft Office 365or swap with your favorite app
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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.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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