1.Catch transfer event payload
Integrate Webhooks by Zapier and webhook handling to extract transfer identifier, status, and timestamp for downstream processing.
Update payout tracker when transfers confirm or fail
Automatically monitor transfer confirmation and failure events across Webhooks by Zapier, Google Sheets, and Customer.io. Create and update payout records when transfers confirm, transfers fail, or transfer events arriveβso you can update ledgers, refresh customer payout dates, and avoid manual reconciliation.
How this automation updates your payout ledger
When transfer confirmations or failures arrive without a reliable update path, payouts drift and reconciliation takes longer. This automation captures transfer events, looks up the right payout row, updates status and timestamps, and updates customer payout-date recordsβso your team can stay accurate.
Webhooks by Zapieror swap with your favorite app
2.Lookup matching spreadsheet row
Integrate Google Sheets and spreadsheet lookup tools to find the first row matching the transfer identifier for processing.
Google Sheetsor swap with your favorite app
3.Update spreadsheet row status
Integrate Google Sheets and ledger tracking to set status to PROCESSED or FAILED and write the event timestamp.
4.Create or update customer payout date
Integrate Customer.io and customer profiles to set the payout-date attribute from the event timestamp when a row matches.
Customer.ioor swap with your favorite app
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Step 1
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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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