Connect Paygee to Microsoft Outlook and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer State Change
Triggers when a customer state changes.
Try It - Sales Case State Change
Triggers when a Sales Case changes state. e.g. 'dp_paid' for down payment paid.
Try It - Customer NameRequired
- Customer Phone NumberRequired
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
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- Loan State Change
Triggers when a loan state changes. As well triggers for events that don't change state on server side but could be interesting to set up a custom workflow, e.g. 'days_late' will get triggered at least once a day when the loan has delays in payment. How many days late is included in the payload as field 'days_late'. An example workflow that should be triggered on 5 days late, would filter on state='days_late' AND payload.days_late='5'.
Try It - Customer IDRequired
- Customer IDRequired
- Parent FolderRequired
- Child Folder
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