1.Catches raw transfer payload
Integrate Webhooks by Zapier to receive the raw payload and forward the full transfer event into the flow.
Send reconciliation notice for deposits and withdrawals to team
Automatically monitor transfer webhooks across Webhooks by Zapier, Filter by Zapier, Code by Zapier, Paths by Zapier, and Email by Zapier. Get templated notice emails when transfer payload arrives, deposit transfer fires, or withdrawal transfer firesβso you can filter fees, normalize fields, and route deposit and withdrawal updates without manual reconciliation updates.
How this automation speeds up reconciliation notices
When raw transfer payloads arrive, delays can leave deposits and withdrawals unacknowledged. This automation parses qualifying transfer data and routes deposit and withdrawal messages while sending templated noticesβso your team responds the same day.
Webhooks by Zapieror swap with your favorite app
2.Filters out fee and non-user events
Integrate Filter by Zapier and decision rules to skip fee transfers and continue only for qualifying user-origin transfers.
Filter by Zapieror swap with your favorite app
3.Parses payload and normalizes fields
Integrate Code by Zapier and data mapping tools to normalize fields and emit a concise transfer summary object.
Code by Zapieror swap with your favorite app
4.Routes by transaction type
Integrate Paths by Zapier and routing logic to branch for deposits versus withdrawals and apply path-specific messaging.
Paths by Zapieror swap with your favorite app
5.Sends templated reconciliation notice
Integrate Email by Zapier and templated outreach to send notices with mapped client, account reference, amount, and date.
Email by Zapieror 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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