Purpose
1.2. To automate notifications, payment processing, member status updates, and financial reporting to minimize manual tasks.
1.3. To ensure consistent cash flow and timely subscription renewals while enhancing member experience with seamless digital payments.
Trigger Conditions
2.2. Upcoming due date or subscription expiration.
2.3. Failed payment or payment confirmation from provider.
2.4. Manual admin input or external event from CRM.
Platform Variants
• Feature: Subscription API — configure to create/edit recurring payment plans for members.
3.2. PayPal
• Setting: Billing Agreements API — automate recurrent membership charges and success/failure callbacks.
3.3. Square
• Feature: Subscriptions Endpoint — set up recurring invoicing and link to member database via webhook.
3.4. Braintree
• Setting: Recurring Billing — connect to club CRM for automatic dues charging.
3.5. Razorpay
• Feature: Subscription Plans — trigger reminders via webhook and update paid status.
3.6. Chargebee
• API: Customer Subscription Management — create automated billing cycles with notification hooks.
3.7. Zoho Subscriptions
• Feature: Subscription Workflow — auto-email receipts post-payment and update contact status.
3.8. GoCardless
• Setting: Automatic Direct Debit Mandate — schedule and confirm regular dues withdrawal.
3.9. QuickBooks Online
• API: Recurring Transactions — sync dues info and trigger invoice dispatch.
3.10. Xero
• Feature: Repeating Invoices — auto-invoice club members each cycle with payment tracking.
3.11. Slack
• Setting: Event API — send payment reminders to private or public channels.
3.12. Twilio SMS
• Feature: Messaging API — notify members of payment due dates via custom SMS.
3.13. Discord
• Setting: Bot Webhooks — DM payment links and confirmations to members.
3.14. Google Calendar
• API: Event Creation — auto-create payment deadline reminders for members.
3.15. Mailgun
• Setting: Transactional Email API — email receipts and upcoming renewal alerts.
3.16. SendGrid
• Feature: Automated Campaigns — trigger payment reminders or confirmations via email.
3.17. Airtable
• API: Automated Record Update — sync payment statuses in real time.
3.18. Monday.com
• Feature: Automations — update payment progress boards and send status alerts to admins.
3.19. Salesforce
• API: Process Builder — auto-update lead/member status upon payment confirmation.
3.20. Shopify
• Setting: Subscription App Integration — manage e-commerce club products with recurring payments.
Benefits
4.2. Enhances transparency and accuracy in financial tracking and reporting.
4.3. Ensures timely payment collection and reduces revenue leakage.
4.4. Improves member satisfaction with digital, hassle-free payment options.
4.5. Scales easily as membership numbers grow, supporting both small and large clubs.