- Payment Automation
- Payment Reconciliation
- Payment Sync Automation
Facilitate updates based on payment processing actions
This automation category ensures that payment processing actions automatically trigger updates across your business systems, keeping key records and stakeholders informed in real time. By removing manual intervention, it reduces errors, accelerates follow-up tasks, and frees up time for higher-value work. Consistent data synchronization improves financial visibility and helps teams stay on top of customer engagements and operational workflows.
Filter by common apps:
PandaDoc
Filter by Zapier
Attio
Xero
Notion
Stripe
Airtable
HubSpot
Manychat
Formatter by Zapier
SugarCRM
Sub-Zap by Zapier
Salesmate
Zendesk Sell
- Update evaluation agreement status in Attio when PandaDoc is marked waiting for payment
- Create new Notion database entry for reconciled payments from Xero
Create new Notion database entry for reconciled payments from Xero
- Update Airtable member records with Stripe checkout session details
Update Airtable member records with Stripe checkout session details
- Update invoice status in Notion when payment is reconciled in Xero
Update invoice status in Notion when payment is reconciled in Xero
- Create payment link, update deal in HubSpot, and create price in Stripe
Create payment link, update deal in HubSpot, and create price in Stripe
- Update user information, find user in Manychat, and format transaction dates after Stripe payment
Update user information, find user in Manychat, and format transaction dates after Stripe payment
- Update payment status in SugarCRM when new payment is received in Xero
Update payment status in SugarCRM when new payment is received in Xero
- Create activity and update deal in Salesmate for missing deal ID from payment
Create activity and update deal in Salesmate for missing deal ID from payment
- Update Zendesk Sell deal with payment info from PandaDoc document marked as paid
Update Zendesk Sell deal with payment info from PandaDoc document marked as paid