- Payment Automation
- Payment Reconciliation
- Payment Sync Automation
Facilitate updates based on payment processing actions
This automation category ensures that payment processing actions automatically trigger updates across your business systems, keeping key records and stakeholders informed in real time. By removing manual intervention, it reduces errors, accelerates follow-up tasks, and frees up time for higher-value work. Consistent data synchronization improves financial visibility and helps teams stay on top of customer engagements and operational workflows.
Filter by common apps:
 PandaDoc PandaDoc
 Filter by Zapier Filter by Zapier
 Attio Attio
 Xero Xero
 Notion Notion
 Stripe Stripe
 Airtable Airtable
 HubSpot HubSpot
 Manychat Manychat
 Formatter by Zapier Formatter by Zapier
 SugarCRM SugarCRM
 Sub-Zap by Zapier Sub-Zap by Zapier
 Salesmate Salesmate
 Zendesk Sell Zendesk Sell
- Update evaluation agreement status in Attio when PandaDoc is marked waiting for payment
- Create new Notion database entry for reconciled payments from XeroCreate new Notion database entry for reconciled payments from Xero
- Update Airtable member records with Stripe checkout session detailsUpdate Airtable member records with Stripe checkout session details
- Update invoice status in Notion when payment is reconciled in XeroUpdate invoice status in Notion when payment is reconciled in Xero
- Create payment link, update deal in HubSpot, and create price in StripeCreate payment link, update deal in HubSpot, and create price in Stripe
- Update user information, find user in Manychat, and format transaction dates after Stripe paymentUpdate user information, find user in Manychat, and format transaction dates after Stripe payment
- Update payment status in SugarCRM when new payment is received in XeroUpdate payment status in SugarCRM when new payment is received in Xero
- Create activity and update deal in Salesmate for missing deal ID from paymentCreate activity and update deal in Salesmate for missing deal ID from payment
- Update Zendesk Sell deal with payment info from PandaDoc document marked as paidUpdate Zendesk Sell deal with payment info from PandaDoc document marked as paid













