1.Monitor failed payment notifications
Integrate Recurly and payment notifications to extract invoice reference, account name, contact email, balance, and account code.
Create collection ticket and notify team for failed payments
Automatically monitor new failed payment and past-due charge notifications across Recurly subscriptions. Create collections tickets, log ledger rows, and notify Slack when invoice references, balances, and contact details need attentionβso collectors act without manual chasing.
How this automation protects collections follow-up timing
When failed payments trigger notifications, delays can stall collections follow-up and increase stale receivables. This automation extracts payment details, creates a collections ticket in HubSpot, logs a ledger row in Google Sheets, and posts a Slack messageβso your team can respond immediately.
Recurlyor swap with your favorite app
2.Formats balance and normalizes subject
Integrate Formatter by Zapier and data formatting tools to convert balance from cents and normalize the account name.
Formatter by Zapieror swap with your favorite app
3.Creates ledger row for tracking
Integrate Google Sheets and reporting sheets to create a row mapping created date, reference, amount, name, and email.
Google Sheetsor swap with your favorite app
4.Creates collections ticket and associates contact
Integrate HubSpot and CRM workflows to find contact by email, create a pipeline ticket, and associate the contact.
HubSpotor swap with your favorite app
5.Posts alert with ticket link
Integrate Slack and task notifications to post customer name, invoice reference, outstanding amount, and a ticket link.
Slackor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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