1.Watch for new sale records
Integrate PayPro and reconciliation tools to catch each new sale and pass core fields to centralize settlement data.
Update revenue records and track settlement status per sale
Automatically catch new sale records from PayPro across PayPro and Google Sheets. Create and update revenue rows and settlement status when qualifying transactions land, so you can keep net amounts accurate and avoid manual reconciliation and spreadsheet chasing.
How this automation protects settlement accuracy
When new sales arrive in PayPro, mismatched records can delay revenue recognition and settlement follow up. This automation catches sales, calculates net amounts, and updates Google Sheetsβso your team can reconcile faster and reduce errors.
PayProor swap with your favorite app
2.Checks whether sales qualify
Integrate Filter by Zapier and automation rules to continue only for qualifying sales and route real transactions onward to proceed.
Filter by Zapieror swap with your favorite app
3.Calculates net amounts
Integrate Formatter by Zapier and tax mapping rules to default installment count and compute net amounts for each sale.
Formatter by Zapieror swap with your favorite app
4.Finds or creates revenue row
Integrate Google Sheets and data lookup tools to find a matching buyer email row or create a new revenue row.
Google Sheetsor swap with your favorite app
5.Updates settlement columns
Integrate Google Sheets and spreadsheet update tools to update settlement columns and increment totals for accurate status.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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