1.Detect updated transaction events
Integrate Qonto and finance transaction monitoring to detect updated transaction events and trigger rent payment matching.
Update rent payment records from completed bank transactions
Automatically monitor updated transaction events across Qonto for rent payment status changes. Update your Zoho CRM when qualifying transactions are completed or rejectedβso you can set transfer status, store settlement dates, and capture notes without manual reconciliation.
How this automation updates your rent records
When updated transaction events do not match your rent module, reconciliation stalls and rent records stay inaccurate. This automation detects qualifying rent payments, formats settlement dates, and updates your Zoho CRM rent record fieldsβso your team can reconcile faster.
Qontoor swap with your favorite app
2.Continue only for qualifying transactions
Integrate Filter by Zapier and transaction rules to continue only qualifying rent payments and completed or rejected transfer statuses.
Filter by Zapieror swap with your favorite app
3.Format settled timestamp as a date
Integrate Formatter by Zapier and date formatting to format the settled timestamp into a YYYY-MM-DD settlement date.
Formatter by Zapieror swap with your favorite app
4.Search the rent module by reference
Integrate Zoho CRM and record lookup to search the rent module by transaction reference or name.
Zoho CRMor swap with your favorite app
5.Update the rent record with transfer details
Integrate Zoho CRM and CRM field updates to update transfer status and populate transfer notes with date, reference, status, and id.
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