I would like to create a automated payment system using email I receive (And info in it) and Zapier.
The Idea I have is the following:
Email received, set to only continue Zap if email is from the bank.
Using formatter, extract data such as Amount paid and Payment reference (Clients will use invoice number as Ref).
Then Create Payment using this information and the Invoice will then be marked as paid
Issue I am having is in Zapier I need to add the client in order to create payment so I am having issues doing this.
Any advice on how to do this or something better would be great
(Note, Yes I have linked my email and Invoice Ninja)