- 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
Airtable
Formatter by Zapier
Appcues
Google Sheets
Acuity Scheduling
- Update customer profiles in Klaviyo from Stripe payments, add to paying list, and remove from trial list
- Stay Updated: Automatically Refresh Payment Dates in Salesforce When New Payments Are Received in QuickBooks Online
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
- 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
- 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