1.Catches payment hook
Integrate Webhooks by Zapier and data mapping to extract payment identifiers and invoice references so you can match records.
Update CRM deal and mark invoice paid immediately
Automatically detect payment events across Webhooks by Zapier, Pipedrive, and Slack. Create and update when payment captured, invoice reference received, or deal ID suppliedβso you can reconcile deals, mark invoices paid, and add payment notes without manual reconciliation.
How this automation accelerates paid-status updates in your CRM
When payment events arrive but deal and invoice status lag, reporting breaks and reconciliation work piles up. This automation finds the matching deal, marks the invoice paid, adds an audit note, and notifies your teamβso your records stay currentβwithout manual follow up.
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2.Finds the deal by invoice
Integrate Pipedrive and CRM lookup tools to find the deal by invoice number or referenced deal ID so you can update paid stage.
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3.Marks invoice paid
Integrate Webhooks by Zapier and accounting API tools to call the invoice endpoint and mark-as-paid using the invoice ID.
4.Creates a payment note
Integrate Pipedrive and audit logging tools to add a deal note with payment and invoice references for traceability.
5.Notifies the finance channel
Integrate Slack and message formatting tools to send a deal payment summary so teams see paid updates immediately.
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