Invoicing & PaymentsPurpose
1.2. Ensures all home services payment events update client records, service statuses, and internal workflows without human intervention.
1.3. Automates the end-to-end customer lifecycle from invoice issuance, payment confirmation, client follow-up, to scheduling updates.
1.4. Enables real-time account status visibility to operations and customer support, reducing errors, delays, and miscommunications in cleaning business operations.
Trigger Conditions
2.2. Update event or webhook triggers when payment status changes from pending/unpaid to paid/completed.
2.3. Failed payment or refund notice automatedly triggers CRM status change or task generation for follow-up.
2.4. Recurring billing/cycle payments are automatedly confirmed and synchronized with booking or job progress in CRM.
Platform Variants
• Feature/Setting: Use "PaymentIntent.succeeded" webhook to automate capturing transaction and trigger CRM update via API.
3.2. PayPal
• Feature/Setting: Listen to "PAYMENT.SALE.COMPLETED" IPN/webhook for automating status sync in CRM via REST API.
3.3. Square
• Feature/Setting: Automate on “payment.updated” webhook, configuring endpoint for CRM integration with job status update.
3.4. QuickBooks Online
• Feature/Setting: Automate using “Invoice Paid” event, configure app connection to CRM’s “Update Deal” or “Update Contact” endpoint.
3.5. Xero
• Feature/Setting: Integrate “Payments” webhook to automate CRM opportunity data sync via API.
3.6. Zoho Books
• Feature/Setting: Trigger automation with “Payment Received” notification, configure action to update Zoho CRM “Deal Stage”.
3.7. HubSpot CRM
• Feature/Setting: Use “Update Deal” endpoint with payment confirmation payload from external accounting software.
3.8. Salesforce
• Feature/Setting: Automate with “Payment Received” API event posting to update Opportunity or Case status.
3.9. Monday.com
• Feature/Setting: Automate through incoming webhook to change item status in “Clients” or “Invoices” board.
3.10. FreshBooks
• Feature/Setting: Configure “Paid Invoice” webhook to automate update in CRM via connector/API.
3.11. ServiceM8
• Feature/Setting: Automate job status updates using “Payment Processed” webhooks pushed to field service CRM.
3.12. Wave
• Feature/Setting: Invoke “Invoice Paid” API event to automate customer/contact status sync.
3.13. Pipedrive
• Feature/Setting: Use webhook to automate update on “Deal Stage” when payment is confirmed via API integration.
3.14. Keap (Infusionsoft)
• Feature/Setting: Automate “Order Paid” trigger to update client automation sequence with status change via REST API.
3.15. Jobber
• Feature/Setting: “Invoice Paid” webhook for automating booking/job status sync in CRM field.
3.16. Make (Integromat)
• Feature/Setting: Automates webhooks module with CRM API integration scenario for end-to-end process.
3.17. Zapier
• Feature/Setting: “Catch Hook” to receive payment confirmation, automates CRM “Update Record” step.
3.18. G Suite (Google Sheets)
• Feature/Setting: Automate Apps Script or sheet webhook to update CRM on payment record addition.
3.19. Microsoft Power Automate
• Feature/Setting: Automate HTTP trigger with CRM connector when payment event posts to queue.
3.20. Odoo
• Feature/Setting: Automate “Invoice Paid” server action to update CRM Opportunity or Customer record.
3.21. ActiveCampaign
• Feature/Setting: Automate “Deal Status Changed” via API on confirmation from external payment app.
3.22. Slack
• Feature/Setting: Automated webhook message pushed for internal notification when payment and CRM status aligns.
Benefits
4.2. Automated real-time CRM status ensures operational transparency and timely service follow-up.
4.3. Payment-to-CRM automation accelerates post-payment processes such as scheduling cleanings or renewals.
4.4. Automating client communications and statuses improves customer satisfaction and payment tracking.
4.5. Automators enable scalable, automatable, and replicable processes for growth within cleaning service businesses.