1.Detects new reconciliation row
Integrate Google Sheets and reconciliation worksheets to detect new transaction rows for extracting order references.
Update on-hold orders from new bank transaction rows
Automatically detect new spreadsheet rows in Google Sheets across WooCommerce and Zapier tools. Create and update when extracted order references match or orders need on-holdβso you can update order status, add reconciliation audit trails, and record outcomes without manual reconciliation.
How this automation protects your order matching
When new transaction rows land unreviewed, mismatched payments can stall orders and create audit gaps. This automation extracts an order reference, looks up and updates matching orders, and writes reconciliation outcomesβso your team can keep payment status accurate.
Google Sheetsor swap with your favorite app
2.Extracts order number from transaction
Integrate Code by Zapier, mapping tools, and data parsing to extract an order number and output 0 when missing.
Code by Zapieror swap with your favorite app
3.Finds matching order in store
Integrate WooCommerce and store data lookup to search by the extracted order number and return order total and billing contact.
WooCommerceor swap with your favorite app
4.Continues only on qualified matches
Integrate Filter by Zapier and workflow routing to continue when extracted order number is above 0 and an order is found.
Filter by Zapieror swap with your favorite app
5.Updates order to on-hold
Integrate WooCommerce and order status workflows to set order status to on-hold and add an internal payment match note.
6.Creates or updates reconciliation entry
Integrate Google Sheets and audit trail reporting to add or update a reconciliation row with matched status and contact details.
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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
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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