Purpose
1.2. Streamlines communication by automatedly confirming dues (monthly, session, event fees), reducing manual tracking and errors.
1.3. Automates compliance and enhances member satisfaction by triggering timely, accurate receipts and reminders.
1.4. Industry-specific customization enables automation of various payment classes: competitions, equipment rentals, and membership renewals.
Trigger Conditions
2.2. Automates on successful transaction events or API callbacks from financial platforms.
2.3. Can automate upon manual payment marking by club admin.
2.4. Automation flows can extend to failed or partial payment attempts for resolution alerts.
Platform Variants
3.1. Twilio SMS
• Feature: Programmable Messaging API; automates outbound SMS for payment confirmation.
• Sample Config: Trigger = payment event, Action = send SMS with payment details.
3.2. SendGrid
• Feature: Transactional Email API; automates confirmation email delivery to payee.
• Sample Config: Event webhook triggers automated confirmation template.
3.3. PayPal
• Feature: Webhooks; automates notification on successful payment or invoice settlement.
• Sample Config: Configure IPN to call automation endpoint.
3.4. Stripe
• Feature: PaymentIntent Webhook; automates on payment_success event.
• Sample Config: Set endpoint for automated confirmation flow.
3.5. Square
• Feature: Payment Webhooks; automatically notifies on completed payment events.
• Sample Config: Register automation webhook for payment.update status PAID.
3.6. Mailgun
• Feature: Automated Transactional Emails API; automates email confirmations.
• Sample Config: On automation trigger, send formatted confirmation.
3.7. WhatsApp Business API
• Feature: Automated messaging; notifies users through WhatsApp upon payment.
• Sample Config: Automation triggers with payment, sends WhatsApp template.
3.8. Slack
• Feature: Incoming Webhooks; automates admin notifications on payment confirmation.
• Sample Config: Send custom notification to #payments channel.
3.9. Microsoft Teams
• Feature: Connector Webhook; automates updates in teams.
• Sample Config: Payment confirmation triggers Teams message.
3.10. HubSpot
• Feature: Workflow Automation; sends automated confirmation upon payment record update.
• Sample Config: Create workflow “WHEN payment received → SEND email”.
3.11. QuickBooks Online
• Feature: Automated Invoicing; triggers email on payment matched to invoice.
• Sample Config: Enable automatic “Send confirmation” for paid invoices.
3.12. Xero
• Feature: Invoice Webhook; automates payment notification to members.
• Sample Config: Activate webhook for “invoice paid” event.
3.13. Mailchimp Transactional
• Feature: Mandrill API for automated emails.
• Sample Config: POST to Mandrill when payment is confirmed.
3.14. Zapier
• Feature: Payment Automation Zaps; automates multi-platform notifications.
• Sample Config: Payment triggers automated notification workflow.
3.15. Google Workspace (Gmail API)
• Feature: Automated Email Send; automates confirmation to payer’s email.
• Sample Config: Payment event triggers Gmail API send.
3.16. Telegram
• Feature: Bot API; automates sending payment notification messages to club groups or individuals.
• Sample Config: Bot triggered to send payment confirmation.
3.17. FreshBooks
• Feature: Payment Events; sends automated confirmation for payments received.
• Sample Config: Enable “automated payment notification” on account.
3.18. Zoho Books
• Feature: Automation Rules; automates email/slack/SMS payment confirmations.
• Sample Config: Create payment-received rule with action “notify contact”.
3.19. Salesforce
• Feature: Process Builder/Flow Automation; automates notification workflow on payment.
• Sample Config: Event “Payment Posted” → Action “Notify Member”.
3.20. Pabbly Connect
• Feature: Automation workflows; automates multi-step payment notification processes.
• Sample Config: Payment trigger, actioned by multi-channel notification.
Benefits
4.2. Enhances payment transparency and trust through reliable, tracked automation flow.
4.3. Minimizes human error; instant, automated confirmations improve member experience.
4.4. Automation enables scalable communication—small and large archery clubs benefit equally.
4.5. Automating notifications can be easily audited for compliance or troubleshooting.