- Payment Automation
- Payment Management
- Sync payments to CRM
Update payment records in a crm system when a new payment is received
This automation automatically syncs new payment events into your CRM system, ensuring all customer financial data is accurately recorded and up to date. By eliminating manual entry, it reduces errors and frees up time for more strategic tasks. As a result, teams gain real-time visibility into payment status, streamline financial workflows, and improve customer relationship management.
Filter by common apps:
Mollie
Airtable
Square
Stripe
Filter by Zapier
Salesforce
EveryAction
QuickBooks Online
monday.com
Xero
Pipedrive
GoCardless
Webhooks by Zapier
Zoho CRM
- Record and update payment information in Airtable from new Mollie payment
- Record new Square payments and update or create Airtable customer records
Record new Square payments and update or create Airtable customer records
- Update Salesforce record when Stripe payment is completed
Update Salesforce record when Stripe payment is completed
- Sync new Stripe payments to EveryAction contacts, and update details and contributions
Sync new Stripe payments to EveryAction contacts, and update details and contributions
- Update project management records in monday.com when QuickBooks Online bill is marked as paid
Update project management records in monday.com when QuickBooks Online bill is marked as paid
- Update monday.com board with payment information from Xero when new payment is received
Update monday.com board with payment information from Xero when new payment is received
- Create new contact and deal in Pipedrive from new Stripe customer
Create new contact and deal in Pipedrive from new Stripe customer
- Create and update customer records in Zoho CRM from GoCardless payment approval
Create and update customer records in Zoho CRM from GoCardless payment approval
- Create payment transaction record in Salesforce from new Square order, and find customer by ID
Create payment transaction record in Salesforce from new Square order, and find customer by ID