1.Monitor new email matching search
Integrate Gmail and email parsing tools to capture matching transaction messages and route structured receipt fields forward.
Send credit card receipt alerts to team channels
Automatically monitor transaction emails across Gmail and analytics across Zapier and Slack. Post receipt alerts when transaction email arrives, labeled receipt email lands, or search-matching receipts appearβso you can parse receipts, look up card owners, and notify teams without manual reconciliation.
How this automation protects same-day reconciliation
When transaction emails arrive through the configured Gmail search, delays can break same-day reconciliation. This automation parses receipt content and enriches owners and posts Slack alertsβso your team can reconcile faster.
Gmailor swap with your favorite app
2.Extract receipt details with JavaScript
Integrate Code by Zapier and data parsing to extract merchant, amount, date, and last four digits from the email body.
Code by Zapieror swap with your favorite app
3.Look up owner by last four digits
Integrate Zapier Tables and card databases to find card records by last four digits and return linked owners.
Zapier Tablesor swap with your favorite app
4.Send receipt alerts to channels
Integrate Slack and team messaging channels to post formatted receipt alerts to receipt and central all receipts channels.
Slackor swap with your favorite app
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Explore all payment reconciliation automations
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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