1.Detect new payment posted
Integrate Xero and accounting connectors to detect a new payment posted and start reconciliation.
Send payment receipt confirmation to investor and update ledger
Automatically track new payment posted in Xero across Google Drive, Google Sheets, and Gmail. Create and update confirmations when new payment posted, payer account reference matches, or payment amount discrepancy happensβso you can lookup investor rows, send confirmation emails, and update reconciliation entries without manual reconciliation.
How this automation confirms payments and updates investor records
When new payment posted, delays can slow investor communication and create reconciliation gaps. This automation looks up investor rows and sends payment confirmations and updates reconciliation entriesβso your team can close out payments faster.
Xeroor swap with your favorite app
2.Find reconciliation spreadsheet
Integrate Google Drive and spreadsheet storage to locate the reconciliation spreadsheet file and retrieve its spreadsheet id.
Google Driveor swap with your favorite app
3.Lookup investor row
Integrate Google Sheets and reconciliation spreadsheets to map payer account or reference to the investor row.
Google Sheetsor swap with your favorite app
4.Clean and format email fields
Integrate Formatter by Zapier and data formatting tools to clean currency display and prepare send-ready email values.
Formatter by Zapieror swap with your favorite app
5.Create draft or send email
Integrate Gmail and email delivery to create a confirmation draft or send the email with the formatted amount.
Gmailor swap with your favorite app
6.Update reconciliation entry
Integrate Google Sheets and reconciliation spreadsheets to update amount, acknowledgement status, timestamp, and clear hold flags.
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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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