- Account Automation
- Account Management
- Monthly bank automation
Manage customer accounts based on payment attempts
Automate the ingestion of monthly bank requests by seamlessly capturing emails and extracting relevant data for timely processing. This ensures financial teams receive all necessary payment information without manual monitoring, reducing errors and delays. The streamlined workflow saves time, enhances accuracy, and enables proactive account management.
Filter by common apps:
Stripe
MySQL
HubSpot
Schedule by Zapier
Zapier Tables
Looping by Zapier
Microsoft Outlook
ActiveCampaign
ClickUp
Webhooks by Zapier
Filter by Zapier
Membership.io
Help Scout
WishList Member
- Remove failed payment accounts in Stripe, find customer in MySQL, update contact in HubSpot, and update MySQL row
- Request bank statements from bookkeeping clients via Outlook every month
Request bank statements from bookkeeping clients via Outlook every month
- Track failed payments in ActiveCampaign, create tasks in ClickUp, and update task statuses
Track failed payments in ActiveCampaign, create tasks in ClickUp, and update task statuses
- Manage user access and notify customers in Help Scout from Membership.io and Webhooks by Zapier
Manage user access and notify customers in Help Scout from Membership.io and Webhooks by Zapier
- Track failed payments, update task status, and create follow-up tasks in ClickUp from ActiveCampaign
Track failed payments, update task status, and create follow-up tasks in ClickUp from ActiveCampaign
- Notify on account cancellations, remove member from level, and create task in ClickUp
Notify on account cancellations, remove member from level, and create task in ClickUp
