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Choose a Trigger

Choose an Action

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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 "New Deposit" from PayJunction.

Add your action

An action happens after the trigger—such as "Create Document" in DocsGenFlow.

You’re connected!

Zapier seamlessly connects PayJunction and DocsGenFlow, 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.

- Terminal/Merchant
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Smart Terminal Status Update
Triggers when a new smart terminal status update is received.
Trigger
Instant
Try It
- Transaction ID
  Required
- Override Existing Level 3 Data
  Required
- Amount Duty
- Amount Freight
- Summary Commodity Code
- Destination Zip
- Ship From Zip
- Amount Discount
- Amount Tax
- Amount Total
  Required
- Amount Unit Cost
  Required
- Commodity Code
- Debit Credit Indicator
- Description
  Required
- Discount Indicator
  Required
- Discount Treatment
- Discount Rate
- Gross Net Indicator
  Required
- Product Code
  Required
- Quantity
  Required
- Tax Rate
- Unit of Measure
  Required
Action
Write
- Amount
  Required
- Terminal ID
  Required
- Customer Email
  Required
- Customer First Name
- Customer Last Name
- Invoice Number
- Message
- Notification Type
Action
Write

- Schedule Type
  Required
- Customer ID
  Required
- Transaction ID
- Base Amount
  Required
- Shipping Amount
- Tip Amount
- Tax Amount
- Address Verification Service
- Invoice Number
- Purchase Order Number
- Bypass Duplicate
Action
Write
- Smart Terminal
  Required
- Terminal ID
  Required
- Base Amount
  Required
- Action
- Shipping Amount
- Surcharge Amount
- Surcharge Tax Amount
- Tax Amount
- Show Debit/Credit Prompt
- Show Receipt Prompt
- Show Signature Prompt
- Allow Tips
- Keyed Entry
- Billing First Name
- Billing Last Name
- Billing Email
- Billing Identifier
- Invoice Number
- Purchase Order Number
- Shipping Identifier
- Shipping Email
- Note
Action
Write

- First Name
- Last Name
- Company Name
- Identifier
Action
Search
- Status
  Required
Action
Search
- Template Name
Action
Write

New Failed Payment
Triggers when payment transaction is declined.
Trigger
Instant
Try It
- Terminal
Trigger
Instant
Try It
New Transaction
Triggers when a new transaction is created.
Trigger
Instant
Try It
- First Name
- Middle Name
- Last Name
- Email
- Identifier
- Company Name
- Job Title
- Primary Phone Number
- Secondary Phone Number
- Website
Action
Write
- Transaction ID
  Required
- Include
  Required
Action
Write
- Transaction ID
  Required
- Recipient Email
  Required
- Reply-To Email
  Required
- Request Signature
Action
Write
- Customer ID
  Required
- First Name
- Middle Name
- Last Name
- Email
- Identifier
- Company Name
- Job Title
- Primary Phone Number
- Secondary Phone Number
- Website
Action
Write
- Customer Email
- Customer First Name
- Customer Last Name
- Company Name
- Invoice Number
- Status
Action
Search
- Status
- Action
- Billing First Name
- Billing Last Name
- Last 4 Digits of Card or ACH
- Settlement ID
- Terminal ID
- Invoice Number
- Purchase Order Number
- Amount Total
- Service
- Start Date
- End Date
Action
Search

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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 PayJunction and DocsGenFlow 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.

Make work flow with AI

Level up your PayJunction to DocsGenFlow integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About PayJunction

PayJunction is a payment processing platform with a personal touch.

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Related categories

Payment Processing

About DocsGenFlow

DocsGenFlow offers hassle-free document generation & workflow automation. Generate dynamic documents from various data sources and automate your workflows