Billing & PaymentsPurpose
1.2. Ensures real-time visibility, automates reconciliations, reduces errors, and enables automated notifications and processing.
1.3. Automating this flow connects payment receipts from gateways/banks to customer accounts, updating status, balances, and invoices automatically, streamlining the billing and payments lifecycle end-to-end.
Trigger Conditions
2.2. Periodic scan of transactions (hourly, daily, on demand).
2.3. Manual entry or file upload of payment confirmation for automation.
2.4. Automated webhook/callback event from payment provider.
Platform Variants
• Feature/Setting: Listen for "payment_intent.succeeded" or "charge.succeeded" webhook event.
• Sample Configuration: Configure webhook endpoint to trigger automator with payment details for synchronization.
3.2. PayPal
• Feature/Setting: IPN (Instant Payment Notification) or Webhook – ‘PAYMENT.SALE.COMPLETED’.
• Sample Configuration: Automate parsing IPN message and update client/database records autoloaded by transaction id.
3.3. QuickBooks Online
• Feature/Setting: Payment received event, use Payments API – List Payments.
• Sample Configuration: Automate polling for new payments and sync with customer entries.
3.4. Xero
• Feature/Setting: Payments Endpoint – GET/POST payments for automating reconciliation.
• Sample Configuration: Receive webhook or poll for new payments, automate updating invoice statuses.
3.5. Zoho Books
• Feature/Setting: Webhook for new payment; Payments API (payments/list and /payments/update)
• Sample Configuration: Automate syncing payments by invoking API on event trigger.
3.6. FreshBooks
• Feature/Setting: Payments API, event triggers on payment creation.
• Sample Configuration: Automate webhook listener to update customer or job record.
3.7. Bill.com
• Feature/Setting: Payment Created event webhook or API call.
• Sample Configuration: Automate push notifications for completed payments, auto-update local database.
3.8. Salesforce
• Feature/Setting: Platform Events or REST API object update; Payment object.
• Sample Configuration: Automate trigger to sync payment object to account/contact automatically.
3.9. HubSpot
• Feature/Setting: Workflow trigger on new payment or deal; Payment API.
• Sample Configuration: Automate updating deal records as paid via API.
3.10. Mailchimp (for Mailing Services)
• Feature/Setting: Automate “Tag” clients on payment event, via API or webhook.
• Sample Configuration: Use payment webhook to auto-tag subscriber with “Paid” status.
3.11. Square
• Feature/Setting: Payment Updated webhook.
• Sample Configuration: Listen for payment event, automate updating customer profile status.
3.12. Authorize.Net
• Feature/Setting: Transaction Reporting API, Webhook notifications.
• Sample Configuration: Automate synchronization of settled payments with records.
3.13. SAP Business One
• Feature/Setting: Service Layer API – Automated payment update.
• Sample Configuration: REST call on payment received to synchronize customer ledger.
3.14. Microsoft Dynamics 365
• Feature/Setting: Power Automate (Flow) on Payment Received, or Webhook endpoint.
• Sample Configuration: Trigger workflow on payment event, auto-patch CRM record.
3.15. WooCommerce
• Feature/Setting: “woocommerce_payment_complete” hook.
• Sample Configuration: Automate handler to sync order and client record upon payment.
3.16. Shopify
• Feature/Setting: Orders/paid webhook.
• Sample Configuration: Automated webhook on order payment, update CRM or ERP with details.
3.17. Wave Accounting
• Feature/Setting: Payments API, webhook for "Payment Created".
• Sample Configuration: Automate reading API or receiving webhook, updating user records.
3.18. Pabbly
• Feature/Setting: Webhook for payment event, API.
• Sample Configuration: Automate to synchronize info from payment to CRM.
3.19. Netsuite
• Feature/Setting: RESTlet or SuiteTalk web services, Payment event trigger.
• Sample Configuration: Automated update of customer or transaction record on new payment.
3.20. Google Sheets
• Feature/Setting: App Script trigger on row (from payment feed).
• Sample Configuration: Automate on change/new row to sync with CRM or notifications endpoint.
3.21. Slack
• Feature/Setting: Payment notification bot; incoming webhook.
• Sample Configuration: Auto-post payment events in dedicated channel for team visibility.
3.22. Airtable
• Feature/Setting: Webhook/table update trigger.
• Sample Configuration: Automate row sync when payment is received.
3.23. Braintree
• Feature/Setting: Webhook for “Transaction Disbursed”.
• Sample Configuration: Automate update of client record upon transaction completion.
Benefits
4.2. Automated updates ensure instant client status tracking and faster service fulfillment.
4.3. Reduces payment handling time through automation, expediting reconciliation and reporting.
4.4. Centralizes data by automating flows across platforms, improving back-office visibility.
4.5. Boosts client satisfaction by automating confirmations and service provisioning post-payment.