Automate and accelerate payments with Zapier
Payment operations automation connects your tools and triggers workflows across payment processing management, payment reconciliation, order-to-cash management, bill payment management, and refund processing.
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Explore payment operations use cases
Payment operations automation connects your tools and triggers real-time actions across bill payment management, order-to-cash management, payment reconciliation, and refund processing. Build workflows that eliminate manual work and keep your entire finance stack in sync.
Payment processing management
Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
Refund processing
Accelerate refund resolution with automated request intake, approval routing, and payment record updates
Payment reconciliation
Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
Bill payment management
Streamline bill payments with automated approval routing, payment confirmations, and ledger updates
Order-to-cash management
Accelerate cash collection with automated invoice updates, payment alerts, and record routing
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Related solutions
Transform your payment ops with Zapier
Elevate payment operations with Zapier automation. Process payments, reconcile transactions, and streamline refunds—and that’s just the start.
Payment processing management
Payments that move without delays
Automate payment operations from collection to confirmation. Route payment events from Stripe, PayPal, and QuickBooks Online into finance workflows, alerts, and records. Keep processing fast, accurate, and visible.
Automated payment capture
Capture successful charges instantly and log them in QuickBooks Online or Google Sheets, so finance records stay current without manual entry.
Real-time payment alerts
Flag failed or high-value payments as they happen and route alerts to Slack or Gmail, so teams can act before delays grow.
Invoice payment routing
Route paid invoice events into the right finance workflow, updating records and notifying stakeholders without checking each transaction manually.
Failed payment follow-up
Trigger reminders and internal tasks when a payment fails, helping teams recover revenue faster without watching payment queues all day.
Settlement status tracking
Track settlement events from Stripe or PayPal and update finance logs automatically, giving teams clearer cash visibility during close.
How it works
Payment operations automation connects your tools, detects payment events and record mismatches, and triggers workflows automatically. Track settlements, exceptions, and refunds in real time—without manually reconciling transactions or chasing updates.
Step 1
Connect your tools
Integrate platforms like Stripe, QuickBooks Online, PayPal, accounting systems, and payment gateways to centralize payment data.
Step 2
Define triggers
Set conditions for payment failures, invoice payments, refund requests, reconciliation gaps, or overdue balances.
Step 3
Automate & measure
Send alerts, update records, create reports, and continuously track cash flow improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.