Payment Rails + Klipfolio Integrations
How to connect Payment Rails + Klipfolio
Zapier lets you send info between Payment Rails and Klipfolio automatically—no code required.
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Payment Status UpdatedTriggers when a payment's status is updated.Trigger- Recipient UpdatedTriggers when a recipient is updated.Trigger
- Create RecipientCreates a new recipient.Action
- Create PaymentCreates a payment.Action
- Request Recipient Payment InformationRequest payment information from a recipient.Action
- Find RecipientFind a recipient by email, name or referenceID.Action
- Find or Create RecipientFind a Recipient or create one if not found.Action
Add to Data SourceAdd data to a data source in Klipfolio.Action- Klipfolio
Replace data in a data source in Klipfolio.
Scheduled
Action
- Klipfolio
Refresh a data source in Klipfolio.
Scheduled
Action
How Payment Rails + Klipfolio Integrations Work
- Step 1: Authenticate Payment Rails and Klipfolio.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Payment Rails
Payment Rails is a business payouts platform for sending bank transfer payments to suppliers and contractors in 200+ countries in local currency and at a much lower cost than the banks.
About Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
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