1.Monitors monthly reconciliation runs
Integrate Schedule by Zapier and scheduling tools to start the flow on configured monthly days to trigger reconciliation checks.
Update payment records and board items from billing
Automatically run monthly payment checks across Zapier Tables, Webhooks by Zapier, and monday.com. Create and update verified payment records and board items when the scheduled run fires, the monthly cadence starts, or invoice status needs reconciliationβso you can update invoice tables, verify payments, and keep projects current without manual reconciliation work.
How this automation verifies payment records and board items
When the configured monthly run fires, unverified invoices can delay close and reporting. This automation finds outstanding invoices, fetches payment details, and updates monday.com items and Zapier Tables recordsβso your team can confirm reconciliation faster.
Schedule by Zapieror swap with your favorite app
2.Formats the scheduled run date
Integrate Formatter by Zapier and date handling tools to convert the run date format to YYYY-MM-DD for request parameters.
Formatter by Zapieror swap with your favorite app
3.Finds unverified invoice records
Integrate Zapier Tables and table lookup tools to filter unverified or outstanding invoices and prepare record identifiers for updates.
Zapier Tablesor swap with your favorite app
4.Fetches payment details per invoice
Integrate Webhooks by Zapier and API tools to GET billing API results using the invoice reference to pull payment fields.
Webhooks by Zapieror swap with your favorite app
5.Updates the board verification fields
Integrate monday.com and board update tools to set payment date, verification id, and verified status from the API response.
monday.comor swap with your favorite app
6.Updates the invoice table record
Integrate Zapier Tables and record update tools to map payment id, payment date, and verified status to the matched record.
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