1.Monitors new submission
Integrate GoCanvas and PDF attachments to map submission context and fee details to the payment workflow.
Create customer charges and notify on returned equipment
Automatically capture return and pick up submissions across GoCanvas, HubSpot, Stripe, Sakari SMS, and Microsoft Outlook. Create and update when return pickup is submitted or equipment return is flagged or payment status changesβso you can create fee line items, create charges, and notify customers without manual follow-up.
How this automation accelerates returned equipment payments
When a return or pick up submission comes in, missing or delayed fees can slow payment collection. This automation finds the right deal and creates fee chargesβso you can collect faster and reduce manual follow-up.
GoCanvasor swap with your favorite app
2.Finds the matching deal
Integrate HubSpot and CRM search tools to find the right deal and map contact fields for downstream billing.
HubSpotor swap with your favorite app
3.Creates the fee line item
Integrate HubSpot and pricing data tools to create and associate a fee line item with the found deal.
4.Creates the customer charge
Integrate Stripe and subscription tools to create a charge or short subscription and map status back to the line item.
Stripeor swap with your favorite app
5.Sends SMS payment notice
Integrate Sakari SMS and messaging tools to send an SMS with a payment link when the charge needs attention.
Sakari SMSor swap with your favorite app
6.Sends transactional email
Integrate Microsoft Outlook and email delivery tools to send a transactional email and attach the submission PDF.
Microsoft Outlookor swap with your favorite app
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Explore all payment processing management automations
Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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