Create CRM payment records from ACH receipts same day
Create CRM payment records from ACH receipts same day
Your ACH receipts aren't logged in CRM, leaving billing without payment context and delaying reconciliation. It creates invoice-linked payment records so your team reconciles accounts same day.
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Overview
When ACH receipts bypass the CRM, billing loses visibility and reconciliation slows. This flow logs each ACH payment to the related invoice record so billing and finance get same-day payment visibility and faster reconciliations.