Purpose
1.2. Automates payment status updates in real-time, improving financial transparency and reducing manual oversight.
1.3. Supports fully automated follow-up actions for failed transactions, renewal reminders, receipting, and reconciliation with accounting.
1.4. Automator processes minimize human error, enable instant alerts, and automate financial records integration.
Trigger Conditions
2.2. Automatedly scheduled reconciliation runs detecting mismatches in payment status.
2.3. API responses indicating transaction status changes (e.g. "paid", "failed", "pending").
2.4. Automator polling of payment platform for transaction logs.
Platform variants
- Feature/Setting: “PaymentIntent webhook”
- Sample: Configure endpoint to automate payment_succeeded and payment_failed event tracking.
3.2. PayPal
- Feature/Setting: “IPN (Instant Payment Notification)”
- Sample: Enable and consume IPN events to automate status capture.
3.3. Square
- Feature/Setting: “Webhooks v2”
- Sample: Listen for payment.updated to automate tracking for completions and failures.
3.4. Braintree
- Feature/Setting: “Transaction Notifications”
- Sample: Use webhooks for status updates to automate membership payment workflows.
3.5. Authorize.Net
- Feature/Setting: “Silent Post URL”
- Sample: Set Silent Post URL for automated real-time status alerts.
3.6. GoCardless
- Feature/Setting: “Event Webhook”
- Sample: Automate direct debit outcomes tracking with payment_created and payment_failed.
3.7. Worldpay
- Feature/Setting: “Notification Service”
- Sample: Use callback URLs to automate transaction monitoring.
3.8. Mollie
- Feature/Setting: “Webhook Notifications”
- Sample: Automate verification of payments via webhook for paid or failed actions.
3.9. Adyen
- Feature/Setting: “Notification Webhooks”
- Sample: Receive AUTHORIZED or REFUSED notifications for automating payment actions.
3.10. Razorpay
- Feature/Setting: “Payment Status Webhook”
- Sample: Automate logging of payment success/failure with event triggers.
3.11. Sage Pay (Opayo)
- Feature/Setting: “Server Notification”
- Sample: Setup endpoint for automating POSTs on payment result.
3.12. QuickBooks Payments
- Feature/Setting: “Webhook App Events”
- Sample: Automate reconciliations with successfulPayment and failedPayment events.
3.13. Xero
- Feature/Setting: “Bank Feed Integration”
- Sample: Poll for automated account transaction matches.
3.14. Zoho Books
- Feature/Setting: “Webhook / Transaction API”
- Sample: Automate status logging after transaction completion/failure.
3.15. FreshBooks
- Feature/Setting: “Payments API Events”
- Sample: Automate invoices update on payment received or declined.
3.16. Wave
- Feature/Setting: “Payments Integration”
- Sample: Automate status update callback from payment gateway.
3.17. Shopify
- Feature/Setting: “Order/Transactions Webhooks”
- Sample: Automate order payment_status tracking for pro shop sales.
3.18. WooCommerce
- Feature/Setting: “Order Status Hook”
- Sample: Register to automate online store payment completion/failure.
3.19. NetSuite
- Feature/Setting: “RESTlet/Workflow Event”
- Sample: Automate scripting for transaction status change.
3.20. SAP
- Feature/Setting: “Payment Processing API”
- Sample: Automateledly sync payment outcomes into ERP.
Benefits
4.2. Automation accelerates financial reporting and cash flow visibility.
4.3. Automates follow-ups for failed transactions to boost recovery.
4.4. Enables fully automatable audit trails for all membership and event payments.
4.5. Automates integration of payment data with accounting, CRM, and notification systems.