Invoicing & PaymentsPurpose
1.2. Ensures professional communication, immediate confirmation, improved customer experience, and reduces manual effort for follow-up tasks.
1.3. Keeps a digital transaction record for both business and client, improving transparency and trust.
1.4. Supports timely client engagement, boosting repeat business and increasing positive feedback.
Trigger Conditions
2.2. Payment successful event captured via payment gateway webhook.
2.3. Invoice marked complete in business management application.
2.4. Database entry created for a completed transaction.
2.5. Receipt generated in POS or e-commerce solutions.
Platform Variants
• Feature: Webhooks → Payment_intent.succeeded
• Setting: Configure webhook endpoint to act on event, then invoke email function with client email/invoice details
3.2. PayPal
• Feature: Instant Payment Notification (IPN)
• Setting: Set IPN listener for ‘Completed’ event, trigger email dispatch to payer
3.3. Square
• Feature: Payment Webhooks
• Setting: Monitor payment.status “COMPLETED” via notification URL, auto-send email
3.4. QuickBooks
• Feature: Invoice Paid webhook
• Setting: Enable invoice.update event → status:Paid, use Send Email or connected function
3.5. Xero
• Feature: Webhook on Payment Created
• Setting: API callback for “payment.created” event, integrate with mail service
3.6. Zoho Books
• Feature: Payments API/Webhook
• Setting: Listen to payment success events, trigger email via Zoho Flow or API
3.7. FreshBooks
• Feature: Payments endpoint webhook
• Setting: payment.received event, connect with outbound email action
3.8. Wave
• Feature: Zapier Integration Payments Event
• Setting: Use “New Payment” trigger, connect to email platform
3.9. Sage
• Feature: Invoice Status API/Webhook
• Setting: Detect status change to paid, program email dispatch
3.10. Mollie
• Feature: Payments webhook
• Setting: Set webhook for ‘paid’ status, invoke email API with details
3.11. GoCardless
• Feature: Mandate Payment Success Webhook
• Setting: Use resource_payments_paid_out event, forward info to email service
3.12. Shopify
• Feature: Order Paid trigger via Webhook
• Setting: Capture order/transaction details, integrate automatic thank-you/receipt email
3.13. WooCommerce
• Feature: Order Payment Complete Hook
• Setting: Use woocommerce_payment_complete, connect to emailer function
3.14. Wix
• Feature: Wix Automations
• Setting: “When invoice is paid” → send automated email
3.15. SendGrid
• Feature: Transactional Templates via API
• Setting: POST to /mail/send with dynamic fields on payment trigger
3.16. Mailgun
• Feature: Messages API
• Setting: Use API to send templated email on payment confirmation
3.17. Microsoft Power Automate
• Feature: Payment confirmed trigger → Send email action
• Setting: Link payment app trigger to email send with dynamic data
3.18. Google Workspace (Gmail API)
• Feature: Scripted email via Apps Script or API
• Setting: Script monitors for completed payment event, sends receipt email
3.19. Salesforce
• Feature: Process Builder + Email Alert
• Setting: On Opportunity/Invoice status paid, auto-send customized thank you
3.20. HubSpot
• Feature: Workflow automation
• Setting: Triggered by deal stage/payment property, send templated thank-you/receipt
3.21. Zapier
• Feature: Payment event in connected app
• Setting: Triggered by “New Payment,” action step sends receipt/thank-you email
Benefits
4.2. Increases customer satisfaction through immediate, professional communication.
4.3. Ensures consistent, branded messaging for every client.
4.4. Records and centralizes communication logs for easy tracking and audits.
4.5. Facilitates compliance by providing a record of completed transactions and acknowledgments.
4.6. Enables scalable, hands-off client follow-up and supports business growth.
4.7. Integrates seamlessly with both accounting and marketing workflows for holistic automation.