Finance and BillingPurpose
1.2. Automatedly notify customers, accountants, and service staff when payments are confirmed.
1.3. Automate record updates in accounting, billing, and CRM systems for compliance and audit efficiency.
1.4. Enable a seamless, automatable workflow from payment initiation to confirmation notification, enhancing transparency and service experience.
1.5. Automator ensures staff spends minimal time on repetitive finance validation, focusing on customer service instead.
Trigger Conditions
2.2. Bank/UPI/Credit Card transaction confirmation received through integrated gateway.
2.3. Invoice created or marked as “paid” in accounting software.
2.4. Customer uploads payment proof via online form or email.
2.5. API webhook event for payment confirmation from payment provider.
Platform Variants
• Feature/Setting: Automate SMS notifications — Use "Messages API"; configure to send auto-SMS on payment confirmation event.
3.2. Stripe
• Feature/Setting: Automate payment status webhooks — Activate "PaymentIntent Succeeded" webhook to trigger automation.
3.3. Razorpay
• Feature/Setting: Automated webhook on payment capture — Setup "Payment Captured" webhook URL in dashboard.
3.4. WhatsApp Business API
• Feature/Setting: Automated payment confirmation message — Use "Send Message" endpoint with dynamic data from payment system.
3.5. Google Sheets
• Feature/Setting: Automate row append — Use "AppendRow" API; trigger update when payment is marked as received.
3.6. QuickBooks Online
• Feature/Setting: Automated invoice status update — Use "Update Invoice" endpoint for marking as paid.
3.7. FreshBooks
• Feature/Setting: Automate confirmation email — Use "Create Email Payment Receipt" API upon payment recording.
3.8. Xero
• Feature/Setting: Automated payment event — Use "Payment Create" webhook to automate notifications.
3.9. Zoho Books
• Feature/Setting: Automate payment acknowledgment — Use "Payments" API to trigger update and notify.
3.10. SendGrid
• Feature/Setting: Automate transactional email — Utilize "Mail Send API" triggered by payment confirmation event.
3.11. Gmail
• Feature/Setting: Automated confirmation emails — Use "Send Email" API with mail merge capabilities for personalization.
3.12. Slack
• Feature/Setting: Automated payment alert — Use "chat.postMessage" API in a channel for team notification.
3.13. Microsoft Teams
• Feature/Setting: Automate message post — Use "Send Channel Message" API for finance-team alert.
3.14. Monday.com
• Feature/Setting: Automate item update — Use "Update Pulse" or "Create Notification" API when payment is cleared.
3.15. Trello
• Feature/Setting: Automate card movement — Use "Move Card" API on 'Payment Received' trigger.
3.16. Salesforce
• Feature/Setting: Automate payment logging — Use "Create Task" on payment confirmation via Payment SObject API.
3.17. HubSpot
• Feature/Setting: Automate email workflow — Use "Workflows" tool to send automated confirmations.
3.18. PayPal
• Feature/Setting: Automated IPN/Webhook — Use "Payment Successful" IPN to run automations.
3.19. Dropbox
• Feature/Setting: Automate storing proof — Use "Files Upload API" when payment confirmations are received.
3.20. DocuSign
• Feature/Setting: Automate digital receipt — Use "EnvelopeSent" webhook to trigger send of signed payment receipt.
Benefits
4.2. Automation accelerates update and notification cycles for customers and staff.
4.3. Audits are streamlined with every confirmation event logged automatically.
4.4. Automating the process improves brand credibility by ensuring prompt, professional communication.
4.5. Workflows become automatable, scalable, and support statutory compliance across CNG fitment operations.