- Payment Automation
- Payment Scheduling
- Payment & customer sync
Update and manage payment records and customer information
Zapier automates syncing payment and customer data across platforms, eliminating manual entry errors and ensuring up-to-date records across your tools. By connecting payment systems, CRM, spreadsheets, and scheduling apps, you can update reservation records, client profiles, and billing dates in real time. This increases efficiency, reduces data entry overhead, and improves visibility into customer and payment status.
Filter by common apps:
Stripe
Klaviyo
QuickBooks Online
Zapier Tables
Salesforce
Timely
Square
Appcues
Formatter by Zapier
Google Sheets
- Update customer profiles in Klaviyo from Stripe payments, add to paying list, and remove from trial list
- Update customer account records in Salesforce when new payments are received in QuickBooks Online
Update customer account records in Salesforce when new payments are received in QuickBooks Online
- Update customer information in Square from Timely when a customer is added or updated
Update customer information in Square from Timely when a customer is added or updated
- Update payment date in Salesforce when a new bill payment is made in QuickBooks Online
Update payment date in Salesforce when a new bill payment is made in QuickBooks Online
- Update user profile in Appcues when a new payment is completed in Stripe
Update user profile in Appcues when a new payment is completed in Stripe
- Update reservation records in Google Sheets with payment details from Stripe
Update reservation records in Google Sheets with payment details from Stripe