Purpose
1.2 Automating enrollment and payment status updates across platforms, notify admins, and provide financial reporting and reconciliation automatically.
Trigger Conditions
2.2 Upcoming payment date arrives for an active membership or subscription.
2.3 Failed payment event detected.
2.4 Member cancels membership or changes subscription plan.
2.5 Membership expiry or renewal window is entered.
Platform Variants
• Feature/Setting: Subscriptions API; automate creating, updating, and canceling recurring charges.
3.2 PayPal
• Feature/Setting: Billing Plans and Agreements API; automates recurring billing cycles, notification integration.
3.3 Square
• Feature/Setting: Subscriptions API; configure automated member subscription renewals and failed payment handling.
3.4 GoCardless
• Feature/Setting: Mandates API for SEPA/ACH; automate direct debit setup and payment retries.
3.5 Recurly
• Feature/Setting: Hosted Payment Pages, Subscriptions API; automate member onboarding and recurring transactions.
3.6 Chargebee
• Feature/Setting: Plans API; automator for recurring invoices, auto-charging, and dunning flows.
3.7 Zoho Subscriptions
• Feature/Setting: Subscription Management API; automate billing cycle, payment reminders, auto-renewal.
3.8 Braintree
• Feature/Setting: Subscriptions API; automate recurring payment creation, management, and notifications.
3.9 QuickBooks Online
• Feature/Setting: Recurring Transactions API; automated invoice generation and payment application.
3.10 Xero
• Feature/Setting: Repeating Invoices API; automating invoicing for scheduled memberships.
3.11 FreshBooks
• Feature/Setting: Recurring Templates; automatedly sends recurring invoices and collects payments.
3.12 Mindbody
• Feature/Setting: Membership Billing Automation; configure auto-pay with membership changes and expiry.
3.13 Zen Planner
• Feature/Setting: Automated Recurring Billing; auto-generates due membership payments.
3.14 Glofox
• Feature/Setting: Membership Automation; integrates automated recurring billing for class and facility access.
3.15 MemberPress
• Feature/Setting: Automated Subscription Payments; set up automated billing and renewal reminders.
3.16 Wild Apricot
• Feature/Setting: Recurring Payments Automation; automates collection and reminder emails.
3.17 WooCommerce Subscriptions
• Feature/Setting: Scheduled Payment API; automated recurring billing via site checkout.
3.18 Shopify Subscriptions
• Feature/Setting: Automated Payment API; executes scheduled charges and renewals.
3.19 Chargify
• Feature/Setting: Components and Events API; fully automated billing cycles and dunning.
3.20 Sage Intacct
• Feature/Setting: Contracts and Subscription Billing APIs; automator for scheduled invoices.
Benefits
4.2 Automate payment reminders, reducing late or missed payments.
4.3 Automating failed payment retries increases collection rates automatically.
4.4 Automated notifications improve member communication and retention.
4.5 Reliable and consistent cash flow enabled by automation of renewals and terminations.
4.6 Reduce errors and manual intervention using trusted recurring billing automation.
4.7 Automate reporting with up-to-date revenue analytics for financial insight.
4.8 Improve customer experience by automating transparent, timely billing and communication.