Payment confirmation notifications

Purpose

1.1. Automate customer notifications upon successful payment receipt for antenna and aerial system rigging services.
1.2. Ensure financial transparency by instantly confirming payment status to clients and internal teams.
1.3. Reduce manual intervention in finance workflows, eliminating delays and minimizing errors in communication.
1.4. Support compliance, audit, and client experience requirements with automated digital records and communication logs.

Trigger Conditions

2.1. Payment status transitions to "Paid" or "Confirmed" in invoicing/ERP platform.
2.2. Transaction Webhook received from payment gateway confirming payment success.
2.3. Invoice marked as "Settled" manually or via API.
2.4. Scheduled batch verification of cleared payments in bank reconciliation system.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send SMS via Twilio's Programmable Messaging API; set "To", "From", and "Body" fields with payment confirmation content.
3.2. SendGrid
• Feature/Setting: Use "Mail Send" endpoint in Web API V3; inject dynamic template data into the request body.
3.3. Gmail
• Feature/Setting: Insert "Send Email" via Gmail API; configure recipient, subject, and payment details in the message.
3.4. Outlook/Office365
• Feature/Setting: Utilize Graph API's "Send Mail" endpoint; automate message composition and address mapping.
3.5. Slack
• Feature/Setting: Post to channel using "chat.postMessage" in Slack Web API; include invoice and payment info in payload.
3.6. Microsoft Teams
• Feature/Setting: Use "Send message" via Teams Connector API to specific finance or project channel.
3.7. WhatsApp Business
• Feature/Setting: Trigger message template via WhatsApp Cloud API with client's phone number and formatted confirmation message.
3.8. Stripe
• Feature/Setting: Listen to "payment_intent.succeeded" webhook; use its payload to trigger notifications.
3.9. PayPal
• Feature/Setting: Subscribe to "PAYMENT.SALE.COMPLETED" Webhook; extract payment reference for notification.
3.10. QuickBooks Online
• Feature/Setting: Monitor for “Invoice Paid” events through Webhooks; trigger outbound notification.
3.11. Xero
• Feature/Setting: Setup Webhook for "Payments" endpoint and create notification pipeline.
3.12. Zoho Books
• Feature/Setting: Automate on “Payment Received” event via Books API; initiate client alert.
3.13. HubSpot
• Feature/Setting: Trigger workflow using “Payments received” signal in Workflows Automation.
3.14. Salesforce
• Feature/Setting: Use Flow Builder to perform notification upon "Opportunity Paid" or custom payment object update.
3.15. FreshBooks
• Feature/Setting: Poll FreshBooks Payments API for “paid” status; auto-notify client.
3.16. Pabbly
• Feature/Setting: Use Pabbly Connect payment trigger to push data to communication modules.
3.17. Mailgun
• Feature/Setting: Issue POST to "/messages" endpoint for payment confirmation email to customer.
3.18. Amazon SES
• Feature/Setting: Utilize "SendEmail" action in SES Console or API; dynamic content for confirmation details.
3.19. Pushbullet
• Feature/Setting: Send instant notification to registered device using "pushes" POST endpoint.
3.20. Webex Teams
• Feature/Setting: Trigger "messages" API to post direct payment status message to client or group.

Benefits

4.1. Accelerate finance operations by eliminating manual status checks and notifications.
4.2. Improve customer trust with instant, consistent communication on payment milestones.
4.3. Increase accuracy and auditability of payment confirmations.
4.4. Reduce administration workload for aerial system rigging service teams.
4.5. Enhance compliance and record-keeping for finance and customer data management.