1.Catch incoming payment event
Integrate Webhooks by Zapier and automation routing to parse payment reference fields to match budget items.
Update expense item to link payment to budget
Automatically parse payment payloads across Webhooks by Zapier and match budget lines on monday.com. Update expense item relations and tags when payment event received, payment payload arrives, or payment reference matchesβso you can attribute campaign spend correctly and finish reconciliation without manual paperwork.
How this automation updates spend attribution
When a payment event is received, spend attribution can stay wrong and reconciliation slows down. This automation parses payment payloads and updates expense item relations on your project boardβso your team can close books with confidence.
Webhooks by Zapieror swap with your favorite app
2.Wait before budget lookup
Integrate Delay by Zapier and timing controls to pause briefly so systems finish processing before lookups.
Delay by Zapieror swap with your favorite app
3.Evaluate match and IDs
Integrate Code by Zapier and lookup logic to evaluate brand and campaign fields to find matching budget items.
Code by Zapieror swap with your favorite app
4.Continue only on matches
Integrate Filter by Zapier and conditional logic to stop runs when no match flag is returned.
Filter by Zapieror swap with your favorite app
5.Update expense item columns
Integrate monday.com and project board updates to change multiple columns mapping references to relations and labels.
monday.comor 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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