1.Captures successful transaction payload
Integrate ChargeOver and webhook data to capture the invoice and payment payload for reconciliation.
Add completed invoice payments to your order tracker
Automatically monitor successful transaction invoice closed-paid events across ChargeOver and Google Sheets. Create and update a single payments record when invoice payments clear, so you can reconcile faster, reduce duplicates, and report on paid status without manual spreadsheet work.
How this automation updates your payment reconciliation
When a successful transaction marks an invoice closed-paid, reconciliation work can lag and paid records can get missed. This automation captures the payment payload, enriches payer details, and adds an auditable worksheet row—so your team can reconcile in one place.
ChargeOveror swap with your favorite app
2.Searches customer by identifier
Integrieren Sie ChargeOver and customer lookup tools to search for the customer and continue in payer details on no match.
3.Formats payer phone to E.164
Integrate Formatter by Zapier and phone formatting tools to convert the source phone into E.164.
Formatter von Zapieror swap with your favorite app
4.Adds payment row to worksheet
Integrate Google Sheets and reporting systems to add a row with paid date, amount, status, and customer columns.
Google Sheetsor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Schritt 1
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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.
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