1.Detects new emoji reactions
Integrate Slack and message capture to detect the flagged payment message and event timestamp for evidence.
Send payment status request email and log inquiry
Automatically monitor payment messages across Slack for email reaction triggers. Create and update follow-up records and send provider request emails when reaction added, message flagged, or emoji matchedβso you can request proof of payment, log inquiry evidence, and track follow up without manual follow-up.
How this automation accelerates payment proof requests
When a payment message is flagged with a Slack email reaction, delays can stall reconciliation and leave evidence missing. This automation monitors reaction events, extracts payment fields, and sends proof requests while creating follow-up rowsβso your team can reduce manual chase.
Slackor swap with your favorite app
2.Parses payment fields
Integrate Code by Zapier and parsing tools to extract enterprise, beneficiary, amount, date, and provider IDs from the message.
Code by Zapieror swap with your favorite app
3.Formats the event date
Integrate Formatter by Zapier and date formatting tools to convert the event timestamp into a readable date for reporting.
Formatter by Zapieror swap with your favorite app
4.Sends payment-status request
Integrate Gmail and email templating to send a payment-status request to the configured provider support address.
Gmailor swap with your favorite app
5.Creates follow-up record
Integrate Google Sheets and spreadsheet tracking to add a new row with parsed fields and the sent message evidence.
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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