1.Detect new file in folder
Integrate OneDrive and file storage to detect new check uploads in a shared folder and pass file details forward.
Add payment check files to lead activity feed
Automatically monitor new file uploads across OneDrive. Get structured payment details and timestamped lead notes when check file names arrive or deposits or balances are detectedβso you can capture evidence, update activity, and avoid manual follow-up.
How this automation records payment proof on leads
When check files land in a shared folder, missing evidence can slow follow-up and confuse lead history. This automation extracts payer and payment type, formats the timestamp, finds the lead, and creates a CRM note with the original fileβso your team can see payment context instantly.
OneDriveor swap with your favorite app
2.Extract payment details
Integrate ChatGPT (OpenAI) and document parsing to extract payer names and payment type from the check file name.
ChatGPT (OpenAI)or swap with your favorite app
3.Format created timestamp
Integrate Formatter by Zapier and date tools to convert the file created timestamp into a readable note datetime.
Formatter by Zapieror swap with your favorite app
4.Find matching lead
Integrate Close and CRM search to find the best matching lead by the extracted last name.
Closeor swap with your favorite app
5.Create linked lead note
Integrate Close and attachment handling to create a note for the lead, including payment type and the original file.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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