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Automate and scale fintech ops with Zapier

FinTech operations automation connects your tools and triggers workflows across Blockchain transaction monitoring, Cryptocurrency and digital asset operations, and Digital wallet management.
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340万社の企業に信頼されています

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
アクティブキャンペーン
Lyft
ウェブフロー
キャンバ
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
アクティブキャンペーン
Lyft
ウェブフロー
キャンバ
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Explore FinTech operations use cases

FinTech operations automation connects your tools and triggers real-time actions across Blockchain transaction monitoring, Digital wallet management, Cryptocurrency and digital asset operations, and Blockchain transaction monitoring. Build workflows that eliminate manual work and keep your entire finance stack in sync.

  • Blockchain transaction monitoring

    Strengthen transaction oversight with automated risk alerts, threshold detection, and review routing

  • Cryptocurrency & digital asset operations

    Strengthen crypto treasury operations with automated balance tracking, reconciliation reviews, and compliance alerts

  • Automate your work, your way

    Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

See how teams are automating with Zapier (and loving it!)

スマートチャージアメリカ

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

デビッド・ラダーバーグ, VP of Sales

遠隔

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

スイープブライト

Zapierは、Zapierなしでは 50%以上の取引を締結するのに役立っています。これは私たちの全体的な戦略の重要な要素であり、したがって営業トークの重要な要素でもあります。

ラファエル・ボフナー創設者兼CIO

デジオ

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

リシ・シャー, CEO and Co-Founder

オッター.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

アレン・ライ, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Transform your fintech ops with Zapier

Zapier helps you modernize fintech operations with automation that scales. Monitor blockchain activity, automate digital asset workflows, and streamline wallet operations—and that’s just the start.

Blockchain transaction monitoring

Catch issues before funds move

Detect blockchain transaction events and route them instantly. Send flagged activity to Slack, log exceptions in Google Sheets, and alert finance teams when monitoring thresholds are hit. That means faster reviews and less manual checking.

見込み客の生成と管理

Automated transaction alerts

Catch flagged activity as it happens and send alerts to Slack or Gmail, so finance teams can review transactions before delays grow.

Threshold monitoring rules

Watch amount, status, or timing thresholds and trigger follow-up steps automatically when blockchain activity falls outside your rules.

Exception log routing

Route failed or suspicious events into Google Sheets or Notion, giving teams a live exception trail without manual logging.

Real-time review queues

Create prioritized review queues from flagged transaction data, so analysts know what needs attention first.

Settlement delay tracking

Track delayed settlements and notify the right team in Slack, reducing time spent checking transaction status by hand.

仕組み

FinTech operations automation connects your tools, detects transaction activity and wallet events, and triggers workflows automatically. Track transfers, balances, and exceptions in real time—without manually reviewing ledgers or wallet logs.

  1. ステップ 1

    Connect your tools

    Integrate platforms like Stripe, PayPal, QuickBooks Online, payment systems, and digital asset tools to centralize fintech ops data.

  2. ステップ 2

    Define triggers

    Set conditions for transfer failures, balance changes, wallet activity, exception flags, or settlement delays.

  3. ステップ 3

    Automate & measure

    Send alerts, log transactions, update records, and continuously track ops accuracy improvements automatically.

Ready to automate your entire workflow?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.