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Paythen + Smartsheet

Create and manage Smartsheet rows for every new customer in Paythen

Streamline your customer onboarding process with this seamless workflow. When a new customer joins via Paythen, a fresh row of data is effortlessly added to your Smartsheet. This maintains an updated record of your clientele and saves you the time-consuming process of manual entries. Enhance your efficiency and never miss a single detail about your new customers.

Streamline your customer onboarding process with this seamless workflow. When a new customer joins via Paythen, a fresh row of data is effortlessly added to your Smartsheet. This maintains an updated record of your clientele and saves you the time-consuming process of manual entries. Enhance your efficiency and never miss a single detail about your new customers.

  1. When this happens...
    PaythenPaythen
    New Customer

    Triggers when a new customer is created in your Paythen account.

    TriggerInstant
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Your Plans

    Trigger
    Instant
    Try It
    • Your Plans

    Trigger
    Instant
    Try It
    • Your Plans

    Trigger
    Instant
    Try It
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Your Plans

    Trigger
    Instant
    Try It
    • Your Plans

    Trigger
    Instant
    Try It
    • Paythen template linkRequired

    • Customer emailRequired

    • Plan nameRequired

    • Total payment amountRequired

    • A note about the optional fields

    • Number of payments (optional)

    • Currency (optional)

    • Billing interval (optional)

    • Delay payment plan start by X days (optional)

    • Custom confirmation page link (optional)

    • Plan description (optional)

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
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paythen logo

About Paythen

Paythen lets businesses offer payment plans, one time payments, or a choice of both to their customers in under 60 seconds.

Related categories

  • Payment Processing
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smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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