1.Receive TPV POST payload
Integrate Webhooks by Zapier and payload parsing tools to extract order reference, amount, currency, and timestamp values for workflow variables.
Update opportunity and log TPV payment to records
Automatically catch TPV payment notifications across Webhooks by Zapier and Zapier Tables. Create and update records when TPV payload arrives, status code is unknown, or timestamps mismatchβso you can update opportunities, create payment entries, and alert finance without manual reconciliation.
How this automation protects your payment matches
When TPV payment notifications arrive, unmatched opportunities can delay close and create reporting gaps. This automation captures the TPV payload, looks up status and opportunities, updates records, and logs exceptionsβso your team can reconcile faster.
Webhooks by Zapieror swap with your favorite app
2.Map status code to friendly status
Integrate Zapier Tables and lookup rules to find record status and assign a friendly status, using a fallback when needed.
Zapier Tablesor swap with your favorite app
3.Find opportunity by order reference
Integrate Microsoft Dynamics 365 CRM and CRM search to locate the opportunity matching the mapped order reference and return its identifier.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Update opportunity and create payment
Integrate Microsoft Dynamics 365 CRM and payment record tracking to update payment stage and attach a new payment entry with key fields.
5.Log exceptions and send accounting email
Integrate Microsoft Excel and Microsoft Outlook to log missing matches in your accounting workbook and send finance a summary email.
Microsoft Outlookor 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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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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