1.Receives payment webhook
Integrate FreshBooks and automation triggers to receive payment events and extract invoice identifiers and payment details.
Update work order records when invoice payment arrives
Automatically monitor invoice payment webhook events across FreshBooks, Formatter by Zapier, and Google Sheets. Create and update when payments arrive, payment status changes, or invoice identifiers matchβso you can update work order status, record paid dates, and flag unmatched items without manual reconciliation.
How this automation updates your ledger faster
When new invoice payment webhook events arrive, mismatches can slow reconciliation and delay posting. This automation receives payment events, normalizes payment status, looks up the ledger row, and updates payment and status recordsβso your team can close books faster.
FreshBooksor swap with your favorite app
2.Normalizes payment status text
Integrate Formatter by Zapier and text utilities to normalize payment status text and output a standardized status.
Formatter by Zapieror swap with your favorite app
3.Looks up ledger row
Integrate Google Sheets and spreadsheet lookup tools to search the worksheet by invoice number and find the ledger row.
Google Sheetsor swap with your favorite app
4.Updates work order ledger row
Integrate Google Sheets and spreadsheet update tools to write normalized status and paid date, or flag for review.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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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