1.Detect payment confirmation emails
Integrate Gmail and email inboxes to watch for payment confirmation emails and route matching data forward.
Update project item status when payment confirmation arrives
Automatically monitor payment confirmation emails across Gmail. Mark items paid in monday.com and extract payer details so you can update statuses, set paid dates, and reduce billing review without manual reconciliation.
How this automation updates paid statuses
When payment confirmations arrive, delays can cause billing mismatches and aging. This automation monitors email confirmations, extracts invoice details, finds the matching monday.com item, and updates paid status and datesβso your team stays current.
Gmailor swap with your favorite app
2.Extract payer and invoice fields
Integrate Formatter by Zapier and text parsing to extract payer and invoice reference fields from the email body.
Formatter by Zapieror swap with your favorite app
3.Continue only valid matches
Integrate Filter by Zapier and rule logic to continue only when a valid payer or invoice reference is found.
Filter by Zapieror swap with your favorite app
4.Find item by client reference
Integrate monday.com and board lookups to find the matching item using client name or invoice reference columns.
monday.comor swap with your favorite app
5.Mark item as paid
Integrate monday.com and record updates to set status to Paid and write the email received date to the paid date column.
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