Purpose
1.2. Ensure timely alerts for staff for rapid follow-up and customer re-engagement.
1.3. Enhance financial record-keeping by automating payment incident records.
1.4. Minimize revenue loss by automating proactive customer outreach and resolution workflows.
1.5. Meet regulatory and accounting requirements with automated documentation and evidence registration.
Trigger Conditions
2.2. Bank notification received via API or webhook for chargeback.
2.3. Manual entry of payment issue in POS or financial management software.
2.4. Scheduled automation scan detects unmatched invoices or chargeback codes.
Platform Variants
• Feature/Setting: Webhooks → “invoice.payment_failed” or “charge.failed”; automate notification flow.
3.2. PayPal
• Feature/Setting: Instant Payment Notification (IPN); automate when “txn_type=chargeback”.
3.3. Square
• Feature/Setting: Webhooks → “payment.failed” or “dispute.created”; connect to notification workflow.
3.4. Clover
• Feature/Setting: Payments API “failures” events; automate webhook call.
3.5. QuickBooks
• Feature/Setting: Webhooks for "Payment Failed"; automate alert via email/SMS.
3.6. Xero
• Feature/Setting: Payment event triggers; automate custom notification using Xero webhooks.
3.7. Salesforce
• Feature/Setting: Payment events in Financial Services Cloud; automate Process Builder workflow.
3.8. Zoho Books
• Feature/Setting: API “paymentfailure” event; automate CRM or notification workflow.
3.9. FreshBooks
• Feature/Setting: Payment webhook; automate alert to accounting staff.
3.10. Shopify POS
• Feature/Setting: Order payment_failed webhook; automate SMS/E-mail to staff.
3.11. Lightspeed
• Feature/Setting: Payment event webhooks; automate issue ticket creation.
3.12. WooCommerce
• Feature/Setting: “woocommerce_payment_failed” hook; automate notification automation for admin.
3.13. Authorize.Net
• Feature/Setting: Silent Post/Relay Response; automate chargeback alert flow to admin.
3.14. Adyen
• Feature/Setting: Notification webhook "CHARGEBACK"; automate dispute workflow.
3.15. Braintree
• Feature/Setting: Webhooks for "dispute_opened" and "transaction_settled"; automate notification routes.
3.16. Mollie
• Feature/Setting: Payment webhook “charged_back”; automate trigger for staff notification.
3.17. SendGrid
• Feature/Setting: Automated email notification API; configure template for payment issue alerts.
3.18. Twilio
• Feature/Setting: Programmable SMS API automates sending texts to manager/staff.
3.19. Slack
• Feature/Setting: Incoming Webhook for automation alert to #finance channel.
3.20. Microsoft Teams
• Feature/Setting: Automated card post via Teams Incoming Webhook for payment failure alerts.
3.21. Zendesk
• Feature/Setting: Support ticket automation by incoming payment failure trigger for tracking.
3.22. HubSpot
• Feature/Setting: Workflow automation on payment activity property; trigger email/SMS.
3.23. Intercom
• Feature/Setting: Custom Bot automation when payment failed or chargeback reported.
3.24. Mailgun
• Feature/Setting: Email API automates templated alerts to finance or owner.
Benefits
4.2. Increases staff efficiency by automating manual notification steps.
4.3. Reduces lost revenue via instant, automated escalation.
4.4. Supports compliance with automated audit trails.
4.5. Automates customer communication for enhanced retention.
4.6. Lowers operational cost by automating repetitive admin tasks.
4.7. Centralizes decision-making automation for shop managers and finance teams.
4.8. Improves accuracy and speed with pre-configured automator flows.