1.Monitor new row in worksheet
Integrate Microsoft Excel and spreadsheets to detect the new payment row and map payment identifier fields, reference month, amount, and payment date.
Update CRM deal when payment log row appears
Automatically monitor new payment rows in Microsoft Excel across Microsoft Excel and Bitrix24 CRM. Create and update when settlement matches a CRM deal, and send billing alerts when it does notβso you can post settlement details, update deal fields, and flag exceptions without manual data entry.
How this automation updates CRM settlements
When new payment rows land in a payments log, unmatched entries and stale deal data slow down settlement reporting. This automation monitors payment rows and formats dates, finds the deal, updates deal settlement fields or emails billing for manual reconciliationβso your team keeps CRM data current.
Microsoft Excelor swap with your favorite app
2.Format the payment date
Integrate Formatter by Zapier and date utilities to convert the incoming payment date into a CRM-friendly date format.
Formatter by Zapieror swap with your favorite app
3.Find matching CRM deal
Integrate Bitrix24 CRM and CRM lookup tools to search deals by the two identifier fields and handle single and multiple match cases.
Bitrix24 CRMor swap with your favorite app
4.Update deal settlement details
Integrate Bitrix24 CRM and CRM record tools to update settlement date and payment amount, set the settled stage, and assign the required owner.
5.Email billing for manual review
Integrate Microsoft Office 365 and email workflows to notify the billing recipient with key fields and the formatted date for reconciliation.
Microsoft Office 365or swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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