1.Updates application form record
Integrate Zengine and record fields to detect updated application form data for the payment review workflow.
Add payment amount and flag application for payment
Automatically monitor application form updates across Zengine and route applications into payment review. Resolve city-based fees and flag records for payment processing when folder changes, application form updates, or payment review folder entry—so you can write amounts, update records, and avoid manual fee entry.
How this automation protects your payment review workflow
When an application moves into the payment review folder, manual fee entry can cause checkout delays and inconsistent charges. This automation filters the trigger, resolves city-based fees, and updates the application record—so your team can process payments with less rework.
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2.Continues only for review folder
Integrate Filter by Zapier and folder workflows to stop the flow unless the folder field changes to the payment review folder.
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3.Finds participation info record
Integrate Zengine and data lookup tools to find participation context by application ID and map the result.
4.Resolves city-based fee amount
Integrieren Sie Formatter by Zapier and lookup tables to map the city field to the resolved payment amount in a fallback.
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Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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