- Payment Automation
- Payment Management
- Sync payments to CRM
Update payment records in a crm system when a new payment is received
This automation automatically syncs new payment events into your CRM system, ensuring all customer financial data is accurately recorded and up to date. By eliminating manual entry, it reduces errors and frees up time for more strategic tasks. As a result, teams gain real-time visibility into payment status, streamline financial workflows, and improve customer relationship management.
Filter by common apps:
Skool
Formatter by Zapier
Airtable
SquareDisputeFox
Stripe
HubSpot
Smartsheet
Tint Wiz
GoCardless
Pushpress
QuickBooks Online
monday.com
Clientify
Whop
LeadConnector
- Update Airtable with new member details from Skool after payment completion
- Add or update client information in DisputeFox from new payments in Square
Add or update client information in DisputeFox from new payments in Square
- Create or update contact in HubSpot and add to workflow from new Stripe payment
Create or update contact in HubSpot and add to workflow from new Stripe payment
- Update Smartsheet with payment details from Stripe checkout session
Update Smartsheet with payment details from Stripe checkout session
- Create contact in Tint Wiz when new payment is received in Square
Create contact in Tint Wiz when new payment is received in Square
- Update customer records in Pushpress when payment authorization is approved in GoCardless
Update customer records in Pushpress when payment authorization is approved in GoCardless
- Update monday.com items with payment details from QuickBooks Online
Update monday.com items with payment details from QuickBooks Online
- Create a new contact in Clientify for each successful payment in Stripe
Create a new contact in Clientify for each successful payment in Stripe
- Capture and update customer information in LeadConnector from Whop payment success
Capture and update customer information in LeadConnector from Whop payment success