Popular ways to use Payment Rails workflows

• Create a new Recipient in Payment Rails when a new Vendor is added to QuickBooks

  

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  Premium apps: QuickBooks Online

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  QuickBooks Online, Payment Rails

  QuickBooks Online + Payment Rails

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  1. 

     When this happens

     Step 1: New Vendor

  2. 

     Then do this

     Step 2: Create Recipient

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  Create a new Recipient in Payment Rails when a new Vendor is added to QuickBooks

  

  by Zapier

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  Premium apps: QuickBooks Online

  Create a new Recipient in Payment Rails when a new Vendor is added to QuickBooks

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  QuickBooks Online, Payment Rails

  QuickBooks Online + Payment Rails

• Create a new recipient in Payment Rails when a supplier is added to Xero

  

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  Xero, Filter by Zapier, Payment Rails

  Xero + Filter by Zapier + Payment Rails

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  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Only continue if...

  3. 

     Then do this

     Step 3: Create Recipient

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  Create a new recipient in Payment Rails when a supplier is added to Xero

  

  by Zapier

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  Premium apps: Xero

  Create a new recipient in Payment Rails when a supplier is added to Xero

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  Xero, Filter by Zapier, Payment Rails

  Xero + Filter by Zapier + Payment Rails

• Create a Todoist task whenever a payment is returned in Payment Rails

  

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  Payment Rails, Todoist

  Payment Rails + Todoist

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     When this happens

     Step 1: Payment Status Updated

  2. 

     Then do this

     Step 2: Create Task

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  Create a Todoist task whenever a payment is returned in Payment Rails

  

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  Create a Todoist task whenever a payment is returned in Payment Rails

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  Payment Rails, Todoist

  Payment Rails + Todoist

• Send SendGrid emails when new payments are processed in Payment Rails

  

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  Payment Rails, SendGrid

  Payment Rails + SendGrid

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  1. 

     When this happens

     Step 1: Payment Status Updated

  2. 

     Then do this

     Step 2: Send Email

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  Send SendGrid emails when new payments are processed in Payment Rails

  

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  Send SendGrid emails when new payments are processed in Payment Rails

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  Payment Rails, SendGrid

  Payment Rails + SendGrid

• Send a Mailchimp Transactional Email when a payment is processed in Payment Rails

  

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  Payment Rails, Mailchimp Transactional

  Payment Rails + Mailchimp Transactional

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  1. 

     When this happens

     Step 1: Payment Status Updated

  2. 

     Then do this

     Step 2: Send Email

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  Send a Mailchimp Transactional Email when a payment is processed in Payment Rails

  

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  Send a Mailchimp Transactional Email when a payment is processed in Payment Rails

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  Payment Rails, Mailchimp Transactional

  Payment Rails + Mailchimp Transactional

• Send a Twilio SMS message when a payment is processed in Payment Rails

  

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  Payment Rails, Twilio

  Payment Rails + Twilio

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  1. 

     When this happens

     Step 1: Payment Status Updated

  2. 

     Then do this

     Step 2: Send SMS

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  Send a Twilio SMS message when a payment is processed in Payment Rails

  

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  Send a Twilio SMS message when a payment is processed in Payment Rails

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  Payment Rails, Twilio

  Payment Rails + Twilio

• Create a Trello card to whenever a payment is returned in Payment Rails

  

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  Payment Rails, Trello

  Payment Rails + Trello

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  1. 

     When this happens

     Step 1: Payment Status Updated

  2. 

     Then do this

     Step 2: Create Card

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  Create a Trello card to whenever a payment is returned in Payment Rails

  

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  Create a Trello card to whenever a payment is returned in Payment Rails

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  Payment Rails, Trello

  Payment Rails + Trello

• Create a new Recipient in Payment Rails when a new Person is added in Harvest

  

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  Harvest, Payment Rails

  Harvest + Payment Rails

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  1. 

     When this happens

     Step 1: New Person

  2. 

     Then do this

     Step 2: Create Recipient

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  Create a new Recipient in Payment Rails when a new Person is added in Harvest

  

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  Create a new Recipient in Payment Rails when a new Person is added in Harvest

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  Harvest, Payment Rails

  Harvest + Payment Rails

• 

  Payment Status Updated

  Triggers when a payment's status is updated.

  Trigger

  Instant
• 

  Recipient Updated

  Triggers when a recipient is updated.

  Trigger

  Instant
• 

  Create Recipient

  Creates a new recipient.

  Action

  Write
• 

  Create Payment

  Creates a payment.

  Action

  Write
• 

  Request Recipient Payment Information

  Request payment information from a recipient.

  Action

  Write
• 

  Find Recipient

  Find a recipient by email, name or referenceID.

  Action

  Search
• 

  Find or Create Recipient

  Find a Recipient or create one if not found.

  Action

  Search or write