Post payments and update customer ticket records promptly
Post payments and update customer ticket records promptly
Your payment webhooks leave invoices unreconciled and tickets missing billing context. It synchronizes payments and tickets so billing staff can reconcile same day.
Workflow preview:
Zap details:
Overview
When a customer pays, the entry should appear in your ledger and be linked to the right ticket automatically, so you stop chasing unpaid work. This flow posts the payment, updates the contact with token details, and emails your payments inbox so reconciliation and ticket closure happen the same day.