1.Receives new payment event
Integrate Keap and data mapping tools to capture payment timestamp, amount, contact identifier, and order reference for tracking.
Update tracking rows for recovered customer payments automatically
Automatically detect new payment events across Keap and failed-payment tracking in Google Sheets. Update or clean up matching recovery rows so campaign finance reflects reconciled charges without manual reconciliation.
How this automation recovers your failed payments
When new payments arrive late, unresolved rows can distort campaign finance and slow down reconciliation. This automation monitors Keap payment events and looks up tracking rows, then updates recovery fields and cleans up stale records automaticallyβso your team can see reconciled charges faster.
Keapor swap with your favorite app
2.Looks up tracking row by contact
Integrate Google Sheets and spreadsheet lookup tools to find the matching tracking row and return its ID and status fields.
Google Sheetsor swap with your favorite app
3.Continues only for unresolved failures
Integrate Filter by Zapier and conditional rules to continue only when a matching row exists and its status is unresolved failure.
Filter by Zapieror swap with your favorite app
4.Compares dates for recovery timing
Integrate Formatter by Zapier and date utilities to compare the tracking date to the payment timestamp and format recovery data.
Formatter by Zapieror swap with your favorite app
5.Conditionally writes recovery updates
Integrate Google Sheets and reporting tables to update recovered status and timestamps, or delete stale tracking rows based on criteria.
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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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