1.Monitor new transactions
Integrate Qonto, transaction delivery tools, and automation triggers to detect new transaction events for reconciliation.
Send incoming payment alerts and log receipts to sheet
Automatically monitor new transactions from Qonto across Slack and Google Sheets. Send alerts for qualifying incoming transfers and log each receipt as a ledger rowβso you can protect reconciliation and avoid manual receipt logging and spreadsheet updates.
How this automation records receipts for reconciliation
When new transactions arrive, delays can create reconciliation gaps and missed context for incoming payments. This automation filters qualifying transfers, formats amounts, posts Slack alerts, and logs each payment in Google Sheetsβso your team reconciles faster.
Qontoor swap with your favorite app
2.Filters qualifying incoming transfers
Integrate Filter by Zapier and workflow rules to pass only qualifying incoming transfers for downstream actions.
Filter by Zapieror swap with your favorite app
3.Formats currency and numbers
Integrate Formatter by Zapier and number formatting tools to convert source amount and currency into display values.
Formatter by Zapieror swap with your favorite app
4.Sends channel payment message
Integrate Slack and finance notification tools to post transaction label and formatted amount to your team channel.
Slackor swap with your favorite app
5.Creates ledger spreadsheet row
Integrate Google Sheets and accounting ledger tables to log settled date, label, formatted amount, and reference.
Google Sheetsor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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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