1.Triggers on new payment webhook
Integrate FreshBooks and payment tracking tools to capture payment reference and source client identifiers for completed-payment enrollment.
When new payment webhooks arrive, unfinished enrollments can slow review outreach and lose the fresh-moment window. This automation captures payment details, finds or creates customer records, normalizes contact info, and enrolls contacts into your review campaignβso your team can drive reviews faster.
Integrate FreshBooks and payment tracking tools to capture payment reference and source client identifiers for completed-payment enrollment.
Integrate FreshBooks and customer directory lookups to find an existing customer record by payer email or client identifier.
Integrate Formatter by Zapier and contact validation tools to normalize phone and validate email for downstream enrollment.
Integrate NiceJob and review campaign tools to enroll the contact with payment reference into the configured review campaign.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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