- Payment Automation
- Payment Processing
- Automate payment tasks
Create tasks for payment processing based on new payment requests
Automate the creation of payment processing tasks by triggering workflows from new payment requests to ensure timely follow-ups and accurate bookkeeping without manual intervention. Users can centralize notifications, streamline data entry, and maintain up-to-date records across their tools. This reduces human error, accelerates payment cycles, and frees up team bandwidth for higher-value activities.
Filter by common apps:
bunq
PandaDoc
Formatter by Zapier
Salesforce
Filter by Zapier
Sub-Zap by Zapier
Google Sheets
Trello
Stripe
Slack
Docusign
Kajabi
WooCommerce
Notion
Airtable
Webhooks by Zapier
- Create draft payment in bunq when new payment is received or sent
- Send payment authorization document to clients after work order estimate completion with PandaDoc and Formatter by Zapier
Send payment authorization document to clients after work order estimate completion with PandaDoc and Formatter by Zapier
- Trigger actions to process new Salesforce payment, filter criteria, find record, and call workflow
Trigger actions to process new Salesforce payment, filter criteria, find record, and call workflow
- Create Trello card for payment processing from new or updated Google Sheets row
Create Trello card for payment processing from new or updated Google Sheets row
- Notify team on new Stripe payment, send DocuSign request, and grant Kajabi access
Notify team on new Stripe payment, send DocuSign request, and grant Kajabi access
- Create new order in WooCommerce when specific payment method is used
Create new order in WooCommerce when specific payment method is used
- Create product in Stripe when new item is added in Notion
Create product in Stripe when new item is added in Notion
- Notify on new Stripe charge, find Notion items, and send Slack message
Notify on new Stripe charge, find Notion items, and send Slack message
- Retrieve payment details, notify team on Slack, and send data to accounting
Retrieve payment details, notify team on Slack, and send data to accounting