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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 Customer" from ScanPay.

Add your action

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

You’re connected!

Zapier seamlessly connects ScanPay 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.

New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Category ID
- Category Name
  Required
- Line Items
Action
Write
- Tax ID
- Tax Name
  Required
- Percentage of the Tax
  Required
- Line Items
- Service Charges
- Apply Tax To All Items
- Apply Tax To All Service Charges
Action
Write
Create Invoice - With Catalog Item
Creates and invoice using the catalog as a line item.
Action
Write
- Service Charge ID
- Name
  Required
- Amount
  Required
- Percentage
  Required
- Taxes
Action
Write

- Invoice ID
  Required
- Member ID
  Required
- Payment Method
- Send Receipt
Action
Write
Update Invoice - Without Catalog Item
Updates an invoice in the system. Invoice can be updated only if invoice is not paid and no active transaction going on for the invoice. Member who created the invoice can only edit it.
Action
Write

- Search
  Required
- Limit number of records
Action
Search
- search
  Required
- Limit the number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Credit Card Last 4
- Customer
- Customer ID
- Start Date
- End Date
- Invoice Number
- Payment Method
- Receipt Number
- Payment Status
- Limit number of records
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

New Invoice
Triggers when there is a new invoice.
Trigger
Polling
Try It
- Item ID
- Item Name
  Required
- Category ID
- Item Unit Price
  Required
- SKU
- Description
- Taxes
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
- Email
- Street
- City, State Country
- Zip Code
Action
Write
Create Invoice - Without Catalog Item
Creates an invoice without use of the Catelog Item
Action
Write
- Original Payment ID
  Required
- Amount
- Reason
Action
Write
Update Invoice - With Catalog Item
Updates an invoice in the system. Invoice can be updated only if invoice is not paid and no active transaction going on for the invoice. Member who created the invoice can only edit it.
Action
Write
- Card last 4 digits
- Customer
- CustomerI ID
- From Date
- To Date
- Invoice Number
- Member ID
- Payment Method
- Receipt Number
- Status
- Limit number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Search
- Role
- Status
- Limit number of records
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

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Customers have created over 25 million Zaps on the platform

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

Connect ScanPay 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 ScanPay 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 ScanPay

At ScanPay, we provide fin-tech solutions to accept digital payments, managing cash flow with instant payouts & banking.

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Related categories

Payment Processing

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.

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