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Airtable + Notion: client onboarding on autopilot
Send leads, bookings, and payments into Airtable and Notion automatically. Keep statuses aligned, reminders sent,…
Payment Processing & Reconciliation Workflows
Browse 159 Payment Processing & Reconciliation automation workflows
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Stripe + Gmail: polite invoice reminders that get paid
Send Stripe invoice reminders through Gmail with consistent, friendly copy and accurate invoice links. No…
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Google Drive to Google Sheets, invoices checked fast
New invoice PDFs in Google Drive are checked against PO rows in Google Sheets. Flag…
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Typeform + Google Sheets: event follow-ups handled
Typeform signups land in Google Sheets with confirmation and follow-up emails ready. Track who paid…
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Postgres + Gmail: overdue invoices chased for you
Overdue invoices in Postgres trigger polished reminders in Gmail and log every send. Fewer late…
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Slack + Google Sheets: catch risky transactions fast
Flag risky bank transactions and alert your team in Slack while logging every event in…
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Square to Google Sheets, daily sales summary ready
Send Square sales totals into Google Sheets for every location. Skip zero sales stores and…
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Google Sheets + Gmail: invoice follow ups made easy
Track overdue invoices in Google Sheets and create polished Gmail follow up drafts based on…
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Slack + Google Sheets for claims leakage detection
Flag claims leakage and route high risk cases to Slack while logging audit ready findings…
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Airtable to QuickBooks, approved expenses logged
Send approved Airtable expenses into QuickBooks with receipts attached. Keep statuses accurate and reduce entry…
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