1.Detect new outbound message
Integrate Salesforce, data mapping tools, and routing logic to detect inbound check-payment signals to trigger record lookup.
Update billing record when external check payment posts
Automatically detect check payment posts across Salesforce and your payment gateway APIs. Automatically create and update billing records when outbound message arrives, check payment posts, or account reference matchesβso you can update check status, fetch open invoices, and open billing cases without manual reconciliation.
How this automation updates paid checks
When check payment posts but the related record stays unverified, reconciliation delays can cause revenue gaps. This automation monitors inbound outbound messages, finds the linked account, fetches invoices and payment methods, normalizes amounts, then updates the Check record and creates billing casesβso your team can resolve mismatches faster.
Salesforceor swap with your favorite app
2.Finds related account
Integrate Salesforce and CRM search tools to look up the Account by Salesforce ID to centralize check-payment context.
3.Fetches invoices and methods
Integrate Webhooks by Zapier, payment gateway APIs, and request mapping tools to fetch invoices and payment methods to verify invoice status.
Webhooks by Zapieror swap with your favorite app
4.Normalizes check amount
Integrate Formatter by Zapier, number utilities, and amount transforms to normalize cents to dollars amounts to prepare payment matching.
Formatter by Zapieror swap with your favorite app
5.Updates check and creates case
Integrate Salesforce, CRM record updates, and case management to update Check status and create billing cases to resolve mismatches.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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