1.Detect deal entering preparation stage
Integrate Pipedrive to detect new deals that enter your configured Preparation stage.
Create payment request and record for past-due deals
Automatically detect deals entering the Preparation stage across Pipedrive and Keap. Get instant payment requests when deal status is open, eligibility conditions met, or payment links are readyβso you can create contacts, generate payment links, and log them for collections without manual collections tracking.
How this automation accelerates past-due collections
When a qualifying deal enters the Preparation stage, delays can leave past-due payments unrequested. This automation filters eligibility, enriches contact records, creates payment links, and logs them in Google Sheetsβso your team can pursue payment on time.
Pipedriveor swap with your favorite app
2.Continue only if eligibility matches
Integrate Filter by Zapier to continue only when deal status is open, stage matches Preparation, and eligibility conditions pass.
Filter by Zapieror swap with your favorite app
3.Find person for downstream mapping
Integrate Pipedrive to map person reference into contact name, primary email, and primary phone for downstream use.
4.Find organization for billing details
Integrate Pipedrive to map organization reference into company name and billing details for the contact company field.
5.Create or update collections contact
Integrate Keap to create or update the contact with tags for Collections and the mapped contact details.
Keapor swap with your favorite app
6.Calculate and create payment link
Integrate Stripe and code tools to gross-up the amount, create product and price, and generate the payment link.
Stripeor 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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