Purpose
1.2. Ensure customers are immediately informed when transactions fail and provide timely prompts for resolution.
1.3. Automate scheduling of payment retries based on predefined logic (retry intervals, payment limits).
1.4. Streamline management oversight and reporting by tracking resolution status automatically.
Trigger Conditions
2.2. Initiated upon change in payment status to "failed" in billing systems.
2.3. Retrigger automatedly upon unsuccessful retry attempts.
Platform Variants
• Feature/Setting: Webhooks (`invoice.payment_failed`), automate email/SMS via custom actions.
3.2. PayPal
• Feature/Setting: IPN (Instant Payment Notification), automate retries via billing agreement APIs.
3.3. Square
• Feature/Setting: Automate with `V2 Payments API`, set up webhook for failed charges.
3.4. Authorize.Net
• Feature/Setting: Automated `Transaction Failed` callbacks, retry scheduler with Transaction API.
3.5. Braintree
• Feature/Setting: Webhooks, automate attempts with Transaction Retry logic.
3.6. Adyen
• Feature/Setting: Notifications API, automate triggers on `AUTHORISATION_FAILED`.
3.7. QuickBooks Payments
• Feature/Setting: Automate `Payment Event API`, failure-detection webhooks.
3.8. Zoho Books
• Feature/Setting: Automate with `Payment Failure Notifications`, configure workflow rules.
3.9. FreshBooks
• Feature/Setting: Automated reminders via `Payment Reminders` workflow.
3.10. GoCardless
• Feature/Setting: Webhook for `payment_failed`, automate retries via API.
3.11. Chargebee
• Feature/Setting: Dunning Management, automate retry schedule and notifications.
3.12. Xero
• Feature/Setting: Webhook for payment failures, automate notifications using WorkflowMax.
3.13. Recurly
• Feature/Setting: Automate dunning settings, webhooks for failed transactions.
3.14. SquareSpace Commerce
• Feature/Setting: Order Update Webhooks, automate follow-up to failed payments.
3.15. Mailgun
• Feature/Setting: Automate notification emails when triggered by payment failure events.
3.16. Twilio SMS
• Feature/Setting: Automate SMS notifications via programmable SMS API, trigger from webhooks.
3.17. SendGrid
• Feature/Setting: Automate transactional email flows with payment failure templates and API.
3.18. Slack
• Feature/Setting: Automate facility manager notifications via Slack Webhooks/API.
3.19. Microsoft Power Automate
• Feature/Setting: Automate multi-step failure detection and retry processes across apps.
3.20. Zapier
• Feature/Setting: Automate rules chaining triggers from payment gateways to emails/SMS/slack.
3.21. Salesforce
• Feature/Setting: Automate process builder/workflow for failed payment alerts and tasks.
3.22. HubSpot
• Feature/Setting: Automate workflow trigger on failed payment CRM field, notify/contact customers.
3.23. Google Workspace (Gmail, Sheets)
• Feature/Setting: Automate emails from triggers, log all failures in Sheets via Apps Script.
Benefits
4.2. Eliminates revenue leakage by automating rescheduling and follow-up.
4.3. Automator ensures consistent, timely customer communication and improved brand trust.
4.4. Automatable escalation and manager alerting builds accountability.
4.5. Automation supports seamless scalability for growing RV storage facilities.