- Payment Automation
- Payment Management
- Payment-based opportunity tracking
Track and manage customer opportunities based on payment status
Automatically tracking customer payment statuses and updating sales opportunities saves time, reduces manual follow-up errors, and ensures no revenue is overlooked. By integrating payment confirmations with opportunity management systems, teams stay informed of new charges, completed payments, and outstanding invoices in real time. This seamless workflow boosts response speed, enhances customer communication, and maximizes conversion rates without manual data entry.
Filter by common apps:
Whop
LeadConnector
Webhooks by Zapier
Formatter by Zapier
Filter by Zapier
ActiveCampaign
Stripe
Gmail
GoCardless
Code by Zapier
Brevo
Passion.io
Clio
- Manage customer data and opportunities in LeadConnector when Whop payment succeeds
- Process payment notifications, extract amounts, and tag contacts in ActiveCampaign
Process payment notifications, extract amounts, and tag contacts in ActiveCampaign
- Track payment status in Stripe, filter updates, format dates, and update opportunities in LeadConnector
Track payment status in Stripe, filter updates, format dates, and update opportunities in LeadConnector
- Label payment request emails, and send response in Gmail
Label payment request emails, and send response in Gmail
- Update opportunities in LeadConnector when payment is received in GoCardless
Update opportunities in LeadConnector when payment is received in GoCardless
- Categorize customers by payment amount and update contact in Brevo from Stripe
Categorize customers by payment amount and update contact in Brevo from Stripe
- Process payments in Stripe, create orders in Passion.io, and manage contacts in ActiveCampaign
Process payments in Stripe, create orders in Passion.io, and manage contacts in ActiveCampaign
- Create tasks and notes in Clio when bill status changes
Create tasks and notes in Clio when bill status changes
- Tag customers in ActiveCampaign based on Stripe payment descriptions
Tag customers in ActiveCampaign based on Stripe payment descriptions