1.Catch remittance webhook
Integrate Webhooks by Zapier to receive webhooked payment notices and trigger downstream parsing for payment reconciliation.
Update payment and invoice records from remittance emails
Automatically extract remittance document links from incoming Webhooks by Zapier across Code by Zapier and PDF.co. Update or create ACH payment and invoice records when remittance viewer link appears, payment notices post, or remittance totals are parsedβso you can match payments, upsert invoice lines, and keep reconciliation records current without manual reconciliation.
How this automation updates your reconciliation records
When incoming remittance webhooks arrive, delays can stall payment reconciliation and create mismatched records. This automation runs JavaScript to extract the remittance URL, parses totals from PDF.co, and upserts payment and invoice recordsβso your team can close the gap faster.
Webhooks by Zapieror swap with your favorite app
2.Extract remittance document URL
Integrate Code by Zapier and webhook payload parsing to run JavaScript and extract a single remittance URL for the parser.
Code by Zapieror swap with your favorite app
3.Parse remittance PDF totals
Integrate PDF.co and invoice parsing tools to parse the remittance document and map extracted totals to payment fields.
PDF.coor swap with your favorite app
4.Upsert ACH payment record
Integrate Sub-Zap by Zapier and record matching tools to update or create the ACH payment record using the parsed reference.
Sub-Zap by Zapieror swap with your favorite app
5.Upsert invoice line records
Integrate Looping by Zapier and invoice line item tools to iterate parsed line items and upsert each invoice record.
Looping by Zapieror 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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