1.Catch Hook receives payment notification
Integrate Webhooks by Zapier and webhook listeners to receive raw payment notification payloads to trigger payment parsing.
Update invoice records from incoming bank payment feeds
Automatically monitor incoming payment notification payloads across Webhooks by Zapier, AI by Zapier, Formatter by Zapier, Zapier Tables, and Microsoft Teams. Extract payment details and update matched invoice reconciliation fields and alert billing for exceptions when payment notification arrives, webhook payload received, or payment reference comes inβso you can reduce manual reconciliation.
How this automation speeds up invoice reconciliation
When payment notices arrive in webhook payloads, mismatched references and amounts can delay reconciliation and hold up billing decisions. This automation parses payment details and updates invoice records and alerts billing exceptionsβso your team can reconcile faster.
Webhooks by Zapieror swap with your favorite app
2.Parse payment details
Integrate AI by Zapier and data extraction tools to extract payment amount, reference, payer, and posted date to map parsed fields.
AI by Zapieror swap with your favorite app
3.Format posted date
Integrate Formatter by Zapier and date tools to convert the parsed posted date to your accounting format to standardize dates.
Formatter by Zapieror swap with your favorite app
4.Find and update invoice record
Integrate Zapier Tables and invoice datasets to match by reference and amount to update reconciliation metadata and payment applied fields.
Zapier Tablesor swap with your favorite app
5.Send exception chat alert
Integrate Microsoft Teams and team messaging to notify billing when no match or amount mismatch occurs to flag items for manual review.
Microsoft Teamsor 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
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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