1.Detects new payment received
Integrate QuickBooks Online and payment processing tools to detect new payments and route them into reconciliation.
Update CRM contact and deal on payment received
Automatically monitor new payment events in QuickBooks Online and route them across Code by Zapier, Recruit CRM, and Slack. Create and update CRM contact and deal totals and notify finance when categorized amounts resolveβso you can finish reconciliation without manual lookups.
How this automation updates your paid totals faster
When new payments arrive in QuickBooks Online, delays can leave CRM totals mismatched and deals unresolved. This automation parses payment lines, updates Recruit CRM contact and deal fields, and notifies financeβso your team can reconcile quickly.
QuickBooks Onlineor swap with your favorite app
2.Parses payment line items
Integrate Code by Zapier and data parsing tools to parse payment lines into categorized totals and resolved payment details.
Code by Zapieror swap with your favorite app
3.Finds matching contact
Integrate Recruit CRM and CRM lookup tools to find the right contact by payer email or billing name fallback.
Recruit CRMor swap with your favorite app
4.Updates contact and deal
Integrate Recruit CRM and CRM record updates to update contact paid fields and append payment references to deals.
5.Sends finance reconciliation summary
Integrate Slack and team notifications to send a payment summary with categorized totals to your finance channel.
Slackor swap with your favorite app
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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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