1.Monitors new sale event
Integrate FanBasis and payment event capture tools to capture sale details and pass amounts, contacts, and references into the workflow.
Record successful payments to your finance sheet and notify team
Automatically capture new sale events across FanBasis, Formatter by Zapier, Google Sheets, and Slack. Get team alerts when payment settles, sale references appear, or transaction amounts validateβso you can compute net amounts, log ledger rows, and notify finance without manual reconciliation.
How this automation logs successful payments to your ledger
When completed payments arrive and nothing captures them automatically, reconciling totals takes extra time and transaction references get lost. This automation monitors new sale events, computes fee and net values, creates Google Sheets ledger rows, and posts Slack messagesβso your team can act on settled payments quickly.
FanBasisor swap with your favorite app
2.Computes amount and net fee
Integrate Formatter by Zapier (Numbers) and calculation tools to multiply the incoming amount by your fee percent and derive net amount.
Formatter by Zapieror swap with your favorite app
3.Formats timestamp for ledger
Integrate Formatter by Zapier (Date / Time) and date normalization tools to convert the sale timestamp into a consistent date value.
4.Creates spreadsheet row
Integrate Google Sheets and spreadsheet mapping tools to create a new row and map purchaser name, contact, net amount, date, and reference.
Google Sheetsor swap with your favorite app
5.Posts reconciliation message
Integrate Slack and team notification tools to post purchaser name, net amount, and transaction reference for traceable settlement updates.
Slackor swap with your favorite app
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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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