Connect Proper Payments and Formatter by Zapier to unlock the power of automation

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Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect Proper Payments to Formatter by Zapier with a Zapier template.

Our most popular template

Send email reminders via Gmail for new overdue Proper Payments invoices
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Proper Payments + Delay by Zapier + Formatter by Zapier + 2 more

Send email reminders via Gmail for new overdue Proper Payments invoices

Details

Try it

Proper Payments + Delay by Zapier + Formatter by Zapier + 2 more

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Proper Payments with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Credit Note Created" from Proper Payments.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

You’re connected!

Zapier seamlessly connects Proper Payments and Formatter by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Customer
- Currency
- Include customer details
- Include product details
- Include tax rate details
Trigger
Instant
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- Customer Status
Trigger
Instant
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- Invoice Status
- Customer
- Currency
- Include customer details
- Include agreement details
- Include product details
- Include tax rate details
Trigger
Instant
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Create Agreement
Creates a new agreement.
Action
Write
Create Invoice
Creates a new invoice.
Action
Write

- Name
  Required
- Meta Data
Action
Write
Schedule Subscription Changes
Schedule changes to take effect on a future date for a subscription.
Action
Write

Update Customer
Updates an existing customer.
Action
Write
Update Subscription
Updates an existing subscription.
Action
Write
- Search Query
  Required
Action
Search
- Customer ID
- Agreement ID
- Product ID
- Billing Scheme
Action
Search
- Search Query
  Required
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

- Customer Status
Trigger
Instant
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- Invoice Status
- Customer
- Currency
- Include customer details
- Include agreement details
- Include product details
- Include tax rate details
Trigger
Instant
Try It
- Invoice ID
  Required
- Product ID
  Required
- Unit Price Currency
  Required
- Unit Price Amount
  Required
- Quantity
  Required
- Tax Rate ID
  Required
- Custom Description
- Billing Period
Action
Write
Create Customer
Creates a new customer.
Action
Write
- Subscription ID
  Required
- Quantity
  Required
- Timestamp
  Required
Action
Write
Create Subscription
Create a recurring subscription that automatically bills your customers based on your setup.
Action
Write
Update Agreement
Updates an existing agreement.
Action
Write
Update Invoice
Updates an existing invoice.
Action
Write
- Customer ID
- Currency
Action
Search
- Customer ID
- Currency
- Status
- Agreement ID
- Is Overdue
- Invoice Number
- Include customer details
- Include agreement details
Action
Search
- Customer ID
- Currency
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Proper Payments and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Formatter by Zapier on the Zapier blog

Make work flow with AI

Level up your Proper Payments to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Proper Payments

Proper Payments is a flexible billing platform that automates invoicing, subscription billing, and reconciliation—no more spreadsheets.

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Related categories

Proposal & Invoice Management

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp

Related categories

Documents Zapier

Connect Proper Payments and Formatter by Zapier to unlock the power of automation

Set up your first integration

Send email reminders via Gmail for new overdue Proper Payments invoices

Send email reminders via Gmail for new overdue Proper Payments invoices

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Proper Payments and Formatter by Zapier to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Formatter by Zapier on the Zapier blog

How to change date and time formats in your text automatically

How to automatically convert text case in your Zaps

How to automatically extract data from your apps to use in your Zaps

Make work flow with AI

Connect Proper Payments to Formatter by Zapier on the world's largest no-code automation platform