1.Monitors new payment record
Integrate Bitrix24 CRM to watch for a Smart process new payment record and map payment reference and deal ID.
Add or update payment entries to central ledger
Automatically map new payment records across Bitrix24 CRM and accounting workflows. Create and update ledger rows when payment record created or payment reference updated or payment entered—so you can keep your finance spreadsheet current and avoid manual ledger updates.
How this automation keeps your ledger current
When new payment records appear in your CRM, manual entry delays can break reporting accuracy and reconciliation timing. This automation fetches deal and owner details, normalizes payment fields, and updates or appends Google Sheets ledger rows—so your team can close books faster.
Bitrix-24 -CRMor swap with your favorite app
2.Fetches related deal and owner details
Integrate Bitrix24 CRM and data lookup tools to get deal and owner details using the trigger deal ID for ledger matching.
3.Normalizes payment fields
Integrate Formatter by Zapier and data transformation tools to normalize dates, readable labels, and derived property types for reporting.
Formatter von Zapieror swap with your favorite app
4.Upserts ledger row by deal reference
Integrate Google Sheets and spreadsheet lookup tools to lookup by deal reference and update or add the ledger entry.
Google Sheetsor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
3,4 Millionen Unternehmen vertrauen uns
Related automations
- Apps: Xero, Formatter by Zapier, Zapier Tables, Google SheetsSwap with your favorite apps.
Add authorised invoice rows to central finance dashboard
Your authorised campaign invoices sit outside reports, delaying spend reconciliation. Consolidated rows give campaign managers a single finance view the same day.
- Apps: Xero, AirtableSwap with your favorite apps.
Add authorised invoice rows to central ledger automatically
Your authorised sales invoices sitting outside your finance ledger delay collections and reconciliation. It creates consolidated invoice rows so billing staff can act the same day.
- Apps: NetSuite, QuickbaseSwap with your favorite apps.
Add ledger entries from new account records for finance
Your chart of accounts updates arrive unsynced, leaving ledger entries incomplete or duplicated and causing reconciliation delays. Aligned ledger records help finance close before month-end.
- Apps: QuickBooks Online, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add new invoice rows to central billing sheet daily
Your accounting invoices are scattered, causing missed billing and poor campaign attribution. Collect invoice rows in one sheet for reconciliation and same-day reports.
- Apps: Microsoft SharePoint, Zapier Tables, Sub-Zap by Zapier, Microsoft TeamsSwap with your favorite apps.
Create accounting history records from updated transaction rows
Your project transaction rows lack posting context, causing budget surprises and slow reconciliations. It creates history records and sends posting alerts so teams reconcile transactions same day.
- Apps: Airtable, Formatter by Zapier, Filter by Zapier, Google BigQuerySwap with your favorite apps.
Create billing rows in central warehouse for ops reporting
Your billing records table can miss analytics, leaving campaign spend and invoices unreported. Add each new record to your central warehouse so analysts can report correctly before monthly close.
- Apps: Airtable Formatter von ZapierSwap with your favorite apps.
Create booked expense entries and link to monthly P&L
Your provider records lack booked-cost details, creating P&L gaps and reconciliation delays. It creates expense entries and links them to the monthly P&L for accurate reporting the same day.
- Apps: Mews, Filter by Zapier, Zapier TablesSwap with your favorite apps.
Create daily consumed revenue records in your reporting table
Your consumed accounting items are scattered, leaving daily revenue fragmented and slowing reconciliation. It consolidates those charges into a reporting table so finance can reconcile same day.
- Apps: Schedule by Zapier, NetSuite, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Create daily payment ledger rows for accounting reports
Your payments created yesterday may be missed across systems, stalling daily reconciliation. It writes consolidated rows so accounting can reconcile same morning.
- Apps: Gmail, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Create order row from incoming purchase email to ledger
Your purchase emails lack structured tracking, which delays reconciliation and causes billing errors. You get a clean order row per email, ready for reconciliation the same day.
- Apps: Stripe, Code by Zapier, Zapier TablesSwap with your favorite apps.
Create paid invoice records in central table for billing
Your paid invoices are scattered across systems, forcing billing staff into manual reconciliation. Create centralized invoice records so finance can reconcile and report same day.
- View all
Explore all record-to-report (R2R) process automations
Accelerate financial close cycles with automated transaction capture, close task routing, and reporting updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.