1.Detects new payment
Integrate Mollie and payment processors to detect a new payment and trigger the reconciliation flow.
Update case status in CRM after successful payment received
Automatically monitor new payment events across Mollie and Salesforce. Update case status and reconciliation fields when paid clearsβso you can confirm matches, record paid timestamps, and keep billing accurate without manual reconciliation.
How this automation updates your case status
When a new payment clears, manual follow-up can delay billing reconciliation and create audit risk. This automation delays processing, searches and formats paid details, then finds and updates the matching case recordβso your team can reconcile faster.
Mollieor swap with your favorite app
2.Waits 15 minutes
Integrate Delay by Zapier and automation timing tools to delay processing and allow asynchronous payments to settle.
Delay by Zapieror swap with your favorite app
3.Searches payment by payment id
Integrate Mollie and payment lookup tools to search by payment id and continue only when payment is paid.
4.Formats paid timestamp in UTC
Integrate Formatter by Zapier and datetime utilities to format the payment created timestamp to a UTC ISO datetime.
Formatter by Zapieror swap with your favorite app
5.Finds mapped case record
Integrate Zapier Tables and mapping tables to look up the matching case record id from the payment reference.
Zapier Tablesor swap with your favorite app
6.Updates Salesforce case record
Integrate Salesforce and CRM update tools to update the case status and paid datetime fields for billing reconciliation.
Salesforceor 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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