1.Triggers hourly reconciliation
Integrate Zapier schedules to start the hourly run and collect reconciliation context for payment status updates.
Update contact payment status from bank payments hourly
Automatically monitor hourly bank payment reconciliation across HubSpot and GoCardless. Update contact payment status from bank payment results or create missing contacts so billing stays accurate without manual reconciliation.
How this automation protects your payment accuracy
When hourly payment reconciliation runs, delays can leave billing with outdated contact statuses. This automation searches HubSpot contacts, looks up GoCardless customers, and updates or creates HubSpot recordsβso your team can keep reconciliation current without chasing updates.
Schedule by Zapieror swap with your favorite app
2.Searches recent contacts
Integrate HubSpot and CRM lookup tools to search contacts and map retrieved fields for reconciliation.
HubSpotor swap with your favorite app
3.Iterates contacts one by one
Integrate Looping by Zapier and iteration tools to loop each contact and prepare a per-contact lookup value.
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4.Finds matching customers
Integrate GoCardless and customer lookup tools to match customer emails to payment records for status decisions.
GoCardlessor swap with your favorite app
5.Branches lookup results
Integrate Filter by Zapier and conditional logic tools to continue only for qualifying customer lookup outcomes.
Filter by Zapieror swap with your favorite app
6.Updates or creates contact
Integrate HubSpot and CRM record updates to set confirmed or failed payment status and create missing contacts.
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Explore all payment reconciliation automations
Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
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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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