Confirmation emails upon receipt of payments

Purpose

1.1. Ensure automatic communication to clients when payments are received for appraisal services.
1.2. Provide immediate, traceable, and professional receipt acknowledgment.
1.3. Improve payment tracking, reduce administrative manual tasks, and enhance client trust.
1.4. Facilitate record-keeping and compliance with business audit standards.
1.5. Integrate with multiple payment sources and CRMs for seamless workflow continuity.

Trigger Conditions

2.1. Detection of successful payment transaction recorded in payment processor.
2.2. Status update in accounting or property appraisal management software.
2.3. Manual marking of invoice as paid in CRM or billing platform.
2.4. Webhook notification received from supported payment gateway.
2.5. Receipt of email or SMS with payment confirmation from bank/API.

Platform Variants

3.1. PayPal
• Feature/Setting: IPN/Webhook Trigger; Configure IPN URL to notify when payment completes.
3.2. Stripe
• Feature/Setting: Webhook for ‘invoice.paid’; Set webhook to call endpoint on payment success.
3.3. Square
• Feature/Setting: Payments Webhook; Enable payments.updated event.
3.4. QuickBooks Online
• Feature/Setting: Automation via “Invoice Paid” trigger; Connect with email API.
3.5. Xero
• Feature/Setting: Payment Received trigger in Xero API; Call email action.
3.6. FreshBooks
• Feature/Setting: “Payment Created” Webhook; Use to start automated response email.
3.7. Zoho Books
• Feature/Setting: Webhook for Payment Received; Set endpoint for automation.
3.8. Sage Intacct
• Feature/Setting: API Notification on Payment Entry; Trigger action for sending email.
3.9. Pipedrive
• Feature/Setting: Deal Won + Payment Marked Paid webhook; Integrate with mailer.
3.10. HubSpot
• Feature/Setting: Workflow automation after ‘Payment Received’ custom property.
3.11. Salesforce
• Feature/Setting: Process Builder/Flow to detect payment status, then email alert.
3.12. Mailgun
• Feature/Setting: Send Message API; Compose and dispatch confirmation email.
3.13. SendGrid
• Feature/Setting: Mail Send API; Populate dynamic fields for payee and amount.
3.14. Outlook 365
• Feature/Setting: Automated Message via Power Automate upon payment email/trigger.
3.15. Gmail (Google Workspace)
• Feature/Setting: Use Apps Script/API to send templated confirmation.
3.16. Twilio SendGrid
• Feature/Setting: Triggered Email via Send API with payment info variables.
3.17. Slack
• Feature/Setting: Incoming Webhooks to send a payment confirmation summary (internal).
3.18. Zapier
• Feature/Setting: Payment event trigger → Gmail/Outlook Send Email action.
3.19. Make (Integromat)
• Feature/Setting: Payment received trigger -> Email module action.
3.20. WooCommerce
• Feature/Setting: New Order/Payment Completed hook; Send custom email or call API.
3.21. Shopify
• Feature/Setting: Order Paid webhook; Connect email dispatch app or custom API.
3.22. Braintree
• Feature/Setting: Transaction Settled Webhook; Initiate confirmation mail send.
3.23. Razorpay
• Feature/Setting: Payment Captured event Webhook; Route to email or CRM API.
3.24. Authorize.Net
• Feature/Setting: Silent Post/Webhooks on payment; Connect to notification workflow.

Benefits

4.1. Delivers instant transparent communication, improving client relationships.
4.2. Reduces manual intervention, saving time and cutting human error.
4.3. Facilitates compliance and thorough audit trails for all payment actions.
4.4. Enables rapid record reconciliation and easy dispute resolution.
4.5. Scales effortlessly for any business volume without increasing overhead.