Use Cases
- Automatically sync payment data from e-commerce platforms to CRM and accounting systems.
- Log payment transactions in Google Sheets for financial reporting.
- Reduce manual data entry errors by automating payment data processing.
How It Works
Receive payment data through a webhook. Normalize the payment information for consistency. Upsert the payment data into the CRM system. Post the payment details to the accounting software. Log the transaction details into Google Sheets.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the webhook URL to receive payment notifications.
- 3Set up authentication credentials for the CRM and accounting systems.
- 4Specify the Google Sheets document and range for logging data.
- 5Test the workflow to ensure data sync is functioning correctly.
Apps Used
Accounting Software
Google Sheets
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation