Collection and organization of payment receipts in drive/folder

Purpose

1.1. Automate the collection, aggregation, and organization of all payment receipts generated from multiple payment gateways, invoicing systems, and email, ensuring all supporting documentation is automatically stored in a structured folder hierarchy within a secure cloud drive.
1.2. Automates regular syncing of new receipts, duplicates detection, proper naming conventions, timestamped organization, backup, and retrieval for audits/tax purposes.
1.3. Supports internet marketing services in reconciling client payments, tracking revenue, and verifying transaction authenticity across platforms for clear billing and reporting.

Trigger Conditions

2.1. Receipt of a new payment confirmation email.
2.2. Creation of a new invoice or receipt in an online payment system.
2.3. Webhook notification from a payment processor on transaction completion.
2.4. Scheduled time-based (e.g., hourly/daily) scan of connected payment sources or drives.

Platform Variants

3.1. PayPal
• API: webhooks; Listener configured to fire on "Payment received/completed" event.
3.2. Stripe
• API: Events API; Listen for "invoice.payment_succeeded" or "charge.succeeded" then automate receipt download and drive upload.
3.3. QuickBooks Online
• API: "Payments" endpoint to fetch new payments and "Attach" endpoint for automated cloud upload.
3.4. Xero
• API: "Receipts" endpoint; automate periodic pulls for new payment receipt PDFs.
3.5. FreshBooks
• API: "Invoices" and "Payments"; automate fetch of receipts post-payment.
3.6. Square
• Webhook: "payment.updated" event triggers automating file generation and organization.
3.7. WooCommerce
• Rest API: Order "completed" webhook triggers automated retrieval of order receipt.
3.8. Shopify
• API: "Order paid" notification for capturing and organizing receipts automatically.
3.9. Amazon Seller Central
• API: MWS Reports; automate downloading payment reports.
3.10. Google Workspace (Gmail/Drive)
• Gmail API: Label/filter for payment emails, and Drive API to automate saving attachments in matched folders.
3.11. Outlook/Microsoft 365
• Graph API: Automates extraction of payment receipts from mailbox and secures in OneDrive folder.
3.12. Zoho Books
• API: "Payments Received" endpoint for receipt download and automating drive archival.
3.13. Braintree
• API: Webhook for "transaction_disbursed"; automate creation and cloud organization of receipts.
3.14. SAP Concur
• Expense API: Automate extraction and drive storage of verified digital receipts.
3.15. Bill.com
• API: "Get Payment History" for automated retrieval and drive backup.
3.16. Netsuite
• API: REST/SOAP scripting to automate pulling receipts and cloud transfer.
3.17. Wave
• API: "Payments" endpoint automates pulling new receipt PDFs into cloud folders.
3.18. Zoho CRM
• Integration: Automate mapping and organization of receipts from payment deals using Deluge scripts.
3.19. Salesforce
• Process builder/API: Automate detection of completed payment and file push to cloud repository.
3.20. Magento
• Webhook/Event observer: Automate receipt capture on order complete and cloud folder creation.
3.21. Dropbox
• API: Automate folder creation, naming, and file upload from external sources.
3.22. Slack
• Incoming webhooks: notify on automated successful receipt collection and storage.
3.23. Trello
• Power-Up: Automate card creation per receipt collected and stored in designated folder.

Benefits

4.1. Automates manual collection, lowering human error risk and admin costs.
4.2. Accelerates month-end closing by organizing all receipts in real-time.
4.3. Strengthens compliance and audit-readiness with an automated, retrievable digital trail.
4.4. Automates syncing across accounts, platforms, and folders for complete financial visibility.
4.5. Enhances client trust via speedy, organized responses to payment verification queries.
4.6. Reduces operational delays with reliable, automated processes for collection and organization.