- Financial Automation
- Financial Record Keeping
- Real-time finance sync
Update financial records when payments are processed or modified
Automatically synchronize payment and billing data across your financial systems to ensure records are always current and accurate. This automation captures new transactions, modifications, and attachments in real time to eliminate manual data entry and reduce errors. As a result, you gain instant visibility into your financial status, improve reporting accuracy, and free up time for strategic tasks.
Filter by common apps:
QuickBooks Online
Airtable
Formatter by Zapier
Notion
SQL Server
Salesforce
Google Drive
Stripe
Google Sheets
DripJobs
Filter by Zapier
Webhooks by Zapier
- Update Airtable record when new bill payment is made in QuickBooks Online
- Update financial records in Notion when a new bill payment occurs in QuickBooks Online
Update financial records in Notion when a new bill payment occurs in QuickBooks Online
- Update opportunity records in Salesforce from new SQL Server entries
Update opportunity records in Salesforce from new SQL Server entries
- Update financial record in Notion, upload file to Google Drive, and update database item
Update financial record in Notion, upload file to Google Drive, and update database item
- Update financial records in Notion when a bill is modified in QuickBooks Online
Update financial records in Notion when a bill is modified in QuickBooks Online
- Update financial records in Google Sheets when a refund occurs in Stripe
Update financial records in Google Sheets when a refund occurs in Stripe
- Update receipt records in Airtable when bills change in QuickBooks Online
Update receipt records in Airtable when bills change in QuickBooks Online
- Update financial records and customer info in Google Sheets and QuickBooks Online when proposal is accepted in DripJobs
Update financial records and customer info in Google Sheets and QuickBooks Online when proposal is accepted in DripJobs
- Update financial records in real-time with Google Drive, Filter by Zapier, and Webhooks
Update financial records in real-time with Google Drive, Filter by Zapier, and Webhooks