Skip to content
Templates
Create transaction record and notify payer after e-transfer

Create transaction record and notify payer after e-transfer

You receive e-transfer activities in CRM without a central transaction, delaying reconciliation. The flow logs the payment and notifies the payer so records are ready before the next billing run.

Create transaction record and notify payer after e-transfer

Workflow preview:

Zap details:

Overview

Untracked e-transfers create reconciliation gaps and force finance into firefighting. This flow captures each e-transfer into a central transactions register, posts matching billing items when relevant, and sends a payer receipt so your billing team can close the books ahead of the next run.

Create transaction record and notify payer after e-transfer