1.Catch Hook and extract payment event
Integrate Webhooks by Zapier and automation mapping tools to capture the payment event and extract payment, invoice, contact, and failure details.
Create or update recovery ticket for failed payments
Automatically translate invoice.payment_failed or invoice.overdue webhooks across Webhooks by Zapier and Stripe. Create and update CRM recovery tickets and engagement notes when failures are detected, so you can triage reasons, update amounts, and track follow ups without manual casework.
How this automation creates recovery tickets for failed payments
When failed payments arrive without consistent triage, revenue recovery slows and follow ups get missed. This automation captures payment event signals, formats due details, looks up failure reasons, and creates or updates HubSpot tickets and notesβso your team can recover funds faster.
Webhooks by Zapieror swap with your favorite app
2.Convert amounts and format due date
Integrate Formatter by Zapier and date and number tools to convert cents to dollars and format invoice period end as a due date.
Formatter by Zapieror swap with your favorite app
3.Pass through only recovery cases
Integrate Filter by Zapier to continue only when invoice payment failed or invoice overdue conditions match for recovery workflows.
Filter by Zapieror swap with your favorite app
4.Find payment intent and retrieve failure
Integrate Stripe and payment data tools to find the payment and pull failure code and failure message for the ticket fields.
Stripeor swap with your favorite app
5.Search and create or update ticket and notes
Integrate HubSpot CRM tools to search by customer reference, create or update the recovery ticket, and add engagement notes.
HubSpotor 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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