- 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:
QuickBooks Online
Zapier Tables
Salesforce
Timely
Square
Airtable
Formatter by Zapier
Stripe
Appcues
Google Sheets
Acuity Scheduling
- Stay Updated: Automatically Refresh Payment Dates in Salesforce When New Payments Are Received in QuickBooks Online
- Stay Up-to-Date: Automatically Refresh Customer Info in Square When Changes Happen in Timely
Stay Up-to-Date: Automatically Refresh Customer Info in Square When Changes Happen in Timely
- Stay on Top of Payments: Automatically Update Client Payment Dates in Airtable with New Records
Stay on Top of Payments: Automatically Update Client Payment Dates in Airtable with New Records
- Stay Updated: Automatically Refresh Payment Dates in Salesforce When New Bills Are Paid in QuickBooks Online
Stay Updated: Automatically Refresh Payment Dates in Salesforce When New Bills Are Paid in QuickBooks Online
- Keep User Profiles Up-to-Date with New Payments from Stripe to Appcues
Keep User Profiles Up-to-Date with New Payments from Stripe to Appcues
- Stay Updated: Automatically Sync Payment Details to Reservation Records with Stripe and Google Sheets
Stay Updated: Automatically Sync Payment Details to Reservation Records with Stripe and Google Sheets
- Stay Organized: Automatically Update Customer Profiles in Square When New Appointments Are Scheduled in Acuity Scheduling
Stay Organized: Automatically Update Customer Profiles in Square When New Appointments Are Scheduled in Acuity Scheduling