1.Monitors new finance tickets
Integrate Zendesk, finance ticket views, and ticketing workflows to detect new payment confirmation tickets.
Save payment receipts and resolve tickets for finance team
Automatically monitor new ticket arrivals in configured finance view across Zendesk and Google Drive. Create and update when payment confirmations are detectedβso you can save receipt files, resolve ticket status, and reference evidence without manual receipt filing.
How this automation resolves payment ticket backlogs
When a new ticket lands in the configured finance view, payment confirmations can stall and receipts stay unfiled. This automation classifies payment confirmations and saves files while updating Zendesk ticketsβso your team can close tickets with evidence attached.
Zendeskor swap with your favorite app
2.Classifies ticket as payment confirmation
Integrate AI by Zapier and ticket content tools to extract payor details and confirm payment confirmations.
AI by Zapieror swap with your favorite app
3.Filters out non payment confirmations
Integrate Filter by Zapier and routing logic to continue only for payment confirmation tickets.
Filter by Zapieror swap with your favorite app
4.Uploads receipts to Drive folder
Integrate Google Drive and file storage tools to save attachments or ticket text as receipt evidence.
Google Driveor swap with your favorite app
5.Updates ticket with Drive evidence
Integrate Zendesk and ticketing tools to add internal comments and mark tickets solved with file references.
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