1.Watch new message posted to private channel
Integrate Slack and file attachments to read incoming payment proof message details and capture the proof file reference.
Send payment proof email and log top-up records
Automatically watch new payment proof messages across Slack and finance tracking tools. Send proof emails and create top-up records when payment proof posts, amount is included, or proof files attachβso you can email vendors, log top-ups, and reconcile faster without manual reconciliation.
How this automation accelerates top-up reconciliation
When payment proof messages arrive but key details are not extracted, delays can break reconciliation and vendor follow-up. This automation captures payment proof signals, emails the vendor, and logs the top-up record automaticallyβso your team can reconcile with confidence.
Slackor swap with your favorite app
2.Extract payment fields from message
Integrate Formatter by Zapier and text transforms to map message content into amount, masked account digits, and proof metadata.
Formatter by Zapieror swap with your favorite app
3.Filter to qualifying payment proofs
Integrate Filter by Zapier and validation rules to continue only when the connector name and required fields are present.
Filter by Zapieror swap with your favorite app
4.Send payment proof email to vendor
Integrate Gmail and email delivery to send the proof to the vendor with the proof file reference and formatted details.
Gmailor swap with your favorite app
5.Create top-up tracker spreadsheet row
Integrate Google Sheets and spreadsheet tracking to add a row with date, amount, masked account digits, requester email, and connector tag.
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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