1.Detect new payment record
Integrate Zapier Tables and reconciliation workflows to detect new approved payment records for central ledger logging.
Record approved payments to central ledger for billing staff
Automatically detect new records in Zapier Tables across finance payment workflows. Create and update central ledger entries when approvals passβso you can enrich billing fields, reconcile amounts, and keep billing state current without manual reconciliation.
How this automation protects approved payment reconciliation
When new approved payments arrive in your payment table, delays can cause ledger mismatches and slow billing close. This automation enriches payment details via Webhooks and writes and updates central ledger rows in Google Sheetsβso your team can reconcile faster.
Zapier Tablesor swap with your favorite app
2.Continue only for approved
Integrate Filter by Zapier and data validation tools to evaluate the approval flag and stop unapproved records.
Filter by Zapieror swap with your favorite app
3.Wait before enrichment
Integrate Delay by Zapier and billing state tools to pause for 20 minutes before enrichment continues.
Delay by Zapieror swap with your favorite app
4.Fetch case and billing data
Integrate Webhooks by Zapier and customer data endpoints to return customer name, tax liability, and paid amount for mapping.
Webhooks by Zapieror swap with your favorite app
5.Create ledger spreadsheet row
Integrate Google Sheets and data mapping tools to create a new row with Case ID, tax liability, and paid amount.
Google Sheetsor swap with your favorite app
6.Lookup and update ledger row
Integrate Google Sheets and reconciliation workflows to look up by Case ID and update enrichment fields with highlights.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
Set up in minutes
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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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