How to connect Payment Rails + Klipfolio
Zapier lets you send info between Payment Rails and Klipfolio automatically—no code required.
When this happens...
automatically do this!
- 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
Replace data in a data source in Klipfolio.
Refresh a data source in Klipfolio.
- 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.
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.