Payment & Invoicing AutomationPurpose
1.2. Ensure compliant, frictionless onboarding of payment sources, eliminating manual review and supporting scalability.
1.3. Streamline reconciliation with automated notifications, verification steps, and record-keeping in the context of service-based pet care.
1.4. Guarantee payment readiness before confirming or scheduling walks, avoiding failed transactions through automation.
Trigger Conditions
2.2. Changes detected in stored billing details by clients.
2.3. System update (via API) reflecting pending verification or flag for manual review is removed after automation.
2.4. Scheduled verification check (daily, hourly, or event-driven automating new entries).
Platform Variants
• Feature/Setting: Automate "PaymentMethod.attach" webhook to trigger verification; configure "SetupIntent" API to require authentication.
3.2. PayPal
• Feature/Setting: Automate IPN (Instant Payment Notification) verification flow; configure “vault payment method” create API for status webhooks.
3.3. Square
• Feature/Setting: Automate "Customers API" payment method add; configure webhook on new card source for automated verification.
3.4. Braintree
• Feature/Setting: Automate "paymentMethod.create" and utilize webhook for successful/failure verification events.
3.5. Authorize.Net
• Feature/Setting: Automate "createCustomerPaymentProfile" API with event webhooks for approval or error states.
3.6. Adyen
• Feature/Setting: Automate "payments/details" for 3DS authentication and webhook for result of verification.
3.7. Mollie
• Feature/Setting: Automate the “payments.create” API with payment method validation and webhook events for verification status.
3.8. Worldpay
• Feature/Setting: Automate “add payment method” event with callback API for confirmation of verification.
3.9. GoCardless
• Feature/Setting: Automate "mandates" endpoints and configure webhook for mandate creation/verification.
3.10. QuickBooks Payments
• Feature/Setting: Automate the "create payment method" API and verification status update webhook.
3.11. Xero
• Feature/Setting: Automate payment method object creation and event webhook for validation result.
3.12. Plaid
• Feature/Setting: Automate “Link” flow with “processorToken/create” event for successful bank verification.
3.13. Wise
• Feature/Setting: Automate API event for new recipient input with webhook for verification status.
3.14. FreshBooks
• Feature/Setting: Automate “Create Payment” API call and monitor webhook for verification events.
3.15. Zoho Books
• Feature/Setting: Automate "Add Customer Payment Method" API and automate webhook for status notification.
3.16. Paddle
• Feature/Setting: Automate "Subscription Payment Succeeded" webhook to confirm method validation.
3.17. Chargebee
• Feature/Setting: Automate “add payment method” API usage with webhook-driven verification.
3.18. Razorpay
• Feature/Setting: Automate “customer.create” API with associated payment method webhook for verification.
3.19. BlueSnap
• Feature/Setting: Automate “Payment Source” API and configure for webhook event on method verification.
3.20. Payoneer
• Feature/Setting: Automate API onboarding event with webhook for verification completion or failure.
Benefits
4.2. Automates compliance with payment security requirements effortlessly.
4.3. Automating notifications and error routing increases payment reliability.
4.4. Automatedly ensures funds are available before dog walking services are scheduled.
4.5. Automates follow-up and re-verification flows for rejected methods.
4.6. Automator streamlines real-time updates for both client and staff.
4.7. Automation increases scalability during peak demand in pet services.
4.8. Automatable analytics on payment method acceptance improve business insight.