1.Monitors matching invoice emails
Integrate Gmail and email parsing tools to detect incoming invoice payment notifications and pass subject and body for extraction.
Update deal payment records from received invoice emails
Automatically monitor invoice payment notification emails across Gmail, Formatter by Zapier, and Zoho CRM. Create and update when invoice subject matches, payment email arrives, or payment notification is receivedβso you can update deal payment date, update payment reference, and update payment method without manual reconciliation.
How this automation updates deal payment records
When new email matching your invoice payment subject pattern arrives, delays can stall reconciliation and tie up finance time. This automation parses invoice identifiers and payment details and updates deal payment fields in Zoho CRMβso your team can reconcile faster without chasing inboxes.
Gmailor swap with your favorite app
2.Extracts invoice identifier from subject
Integrate Formatter by Zapier and regex tools to pull the invoice identifier from the email subject and normalize the identifier output.
Formatter by Zapieror swap with your favorite app
3.Parses payment details from body
Integrate Formatter by Zapier and date normalization tools to extract payment date, reference number, and payment method from the body.
4.Finds deal by invoice identifier
Integrate Zoho CRM and CRM search tools to find the matching deal record by the extracted invoice identifier.
Zoho CRMor swap with your favorite app
5.Updates deal payment fields
Integrate Zoho CRM and workflow notes to map payment date, reference, and method into the deal fields and add an internal note.
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