Billing & PaymentsPurpose
1.2. Ensure automated, real-time dispatch of digital receipts after every completed transaction.
1.3. Maintain a centralized, automated log for financial records and audits.
1.4. Automating customer communications enhances transparency and trust.
1.5. Enables compliance by automatedly archiving payment histories.
Trigger Conditions
2.2. Transaction completed/failed notifications from payment gateway.
2.3. Manual staff input completion of sale or booking.
2.4. Scheduled batch billing or monthly statements for memberships.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate sending SMS with receipt summaries using Twilio Programmable Messaging.
• Sample config: Configure outgoing webhook to /Messages API with transaction details.
3.2. SendGrid
• Feature/Setting: Automate delivery of HTML/PDF email receipts via SendGrid Send Email API.
• Sample config: Set up transactional templates, call /mail/send endpoint with merged data.
3.3. Stripe
• Feature/Setting: Stripe Receipts API automates receipt emails for every charge.
• Sample config: Enable “Email customers for successful payments” in dashboard or trigger webhook.
3.4. PayPal
• Feature/Setting: Automate sending payment confirmation via “Send Receipts” in REST API.
• Sample config: Use Payment webhooks to trigger notifications.
3.5. Square
• Feature/Setting: Square Receipts automation via POS for email/SMS delivery.
• Sample config: Enable receipt delivery in settings, use Orders and Customers API.
3.6. QuickBooks Online
• Feature/Setting: Automate batch emailing of invoices and payment confirmations.
• Sample config: Use Sales Receipt endpoint for automation.
3.7. Google Sheets
• Feature/Setting: Automate logs by writing transaction data to a master Sheet via Google Sheets API.
• Sample config: Use /spreadsheets.values.append for real-time logging.
3.8. Microsoft Outlook
• Feature/Setting: Automate outgoing receipts via Outlook Mail Send API.
• Sample config: Automate draft and send operations via Graph API.
3.9. DocuSign
• Feature/Setting: Automate archiving of transaction logs using DocuSign Envelope API.
• Sample config: Send completed receipt PDF to predefined storage envelopes.
3.10. Xero
• Feature/Setting: Automator pushes sales receipts to Xero’s Invoices API.
• Sample config: Use /api.xro/2.0/Receipts endpoint for automated logging.
3.11. Zoho Books
• Feature/Setting: Automate receipt emailing using Zoho Books Send Email API.
• Sample config: Integrate automator with Invoice and Payments modules.
3.12. Mailgun
• Feature/Setting: Automate bulk or individual receipt emails via Mailgun API.
• Sample config: Automate message sending to POST /messages endpoint.
3.13. Dropbox
• Feature/Setting: Automator saves PDF receipts/upload via Dropbox Upload API.
• Sample config: Use /files/upload to archive each receipt.
3.14. FreshBooks
• Feature/Setting: Automate receipt notifications using FreshBooks API (SendByEmail).
• Sample config: Issue /invoices/send endpoint on payment completion.
3.15. HubSpot
• Feature/Setting: Automate contact activity log with appended billing events via Engagements API.
• Sample config: Use POST /engagements/v1/engagements.
3.16. Airtable
• Feature/Setting: Automated receipt data capture via Airtable Base API.
• Sample config: Automate update to /v0/{baseId}/{tableName}.
3.17. Salesforce
• Feature/Setting: Automate creation of transaction logs using Salesforce REST API.
• Sample config: Automate insert to /services/data/vXX.X/sobjects/CustomObject.
3.18. Slack
• Feature/Setting: Notification automator sends receipt-link messages via Slack Incoming Webhooks.
• Sample config: Send POST to channel webhook with transaction summary.
3.19. Zapier
• Feature/Setting: Automate cross-platform task chaining for receipts using Email/Docs/Zap actions.
• Sample config: Set up triggers combining payment, email, and data logging.
3.20. OneDrive
• Feature/Setting: Automator backups transaction logs using OneDrive Upload API.
• Sample config: POST files for automated archiving.
3.21. Pabbly
• Feature/Setting: Workflow automator for receipts delivery via email, drive, or integrating apps.
• Sample config: Use trigger + email/send action on payment completion.
Benefits
4.2. Minimizes human error with automated log capture and backups.
4.3. Ensures audit-ready, automated archiving for compliance.
4.4. Improves customer satisfaction by fast, automated notifications.
4.5. Scales automated delivery regardless of transaction volume.
4.6. Supports multi-channel automation (email, SMS, cloud storage, CRM).
4.7. Frees staff for higher-value tasks by removing manual receipt actions.
4.8. Enables automated, actionable reporting for business monitoring.