Payments and Financial TrackingPurpose
1.2. Automatically identify payment failures, notify members, retry charges, escalate unresolved issues, and update club financial records.
1.3. Maintain member status integrity and compliance with club policies while preserving customer experience.
1.4. Provide audit trails for all payment activities, improving financial oversight.
Trigger Conditions
2.2. Notification from bank of insufficient funds or expired card.
2.3. API webhook triggers for failed transactions in integrated payment platforms.
2.4. Batch report lists out failed recurring payments at payment cycle close.
Platform Variants
• Feature/Setting: Webhook for "invoice.payment_failed" event.
• Configure to trigger an automation workflow on each payment failure.
3.2. PayPal
• Feature/Setting: IPN (Instant Payment Notification) for failed recurring payments.
• Direct notifications to automation endpoint for response.
3.3. Square
• Feature/Setting: Webhook for "payment.failed" event in Developer Dashboard.
• Link to logic for member follow-up and retry attempts.
3.4. Authorize.Net
• Feature/Setting: Transaction Reporting API "getTransactionList" with failed status filter.
• Schedule periodic polling for missed or failed payments.
3.5. GoCardless
• Feature/Setting: Webhook for "payment_failed" event.
• Use notification to initiate member contact sequences.
3.6. Worldpay
• Feature/Setting: Merchant Admin API "getTransactions" with failed filter.
• Alert staff/automation of issues with club billing.
3.7. Twilio SMS
• Feature/Setting: Programmable Messaging API "Send SMS" action on failed payment triggers.
• Message configuration: "Payment failed, please update details at [link]."
3.8. SendGrid
• Feature/Setting: "Send Email" API triggered by webhook after payment failure.
• Template for payment retry link and support contact.
3.9. Mailgun
• Feature/Setting: "sendMessage" API for transactional notifications.
• Branded email reminders to members.
3.10. Slack
• Feature/Setting: "chat.postMessage" API to internal club channel for failed payments.
• Alert finance/admin teams for personal follow-up.
3.11. QuickBooks Online
• Feature/Setting: "Create Invoice" or "Update Payment Status" API for failed payment flag.
• Sync retry efforts and actual payment status in accounting records.
3.12. Xero
• Feature/Setting: "Create Payment" or "Mark as Failed" via API.
• Align member financial state with live payment system.
3.13. HubSpot
• Feature/Setting: Workflow trigger on contact property "payment_status = failed".
• Automate outreach and ticketing for failed charges.
3.14. Salesforce
• Feature/Setting: Workflow Rule or Process Builder on payment custom object.
• Launch notification and case update sequences.
3.15. Zoho CRM
• Feature/Setting: Blueprint or Workflow on "Payment Failed" field update.
• Start automated member re-engagement process.
3.16. Google Sheets
• Feature/Setting: Append row via Sheets API for each failure, logging retried attempts.
• Centralized record for admin reference and bulk processing.
3.17. Microsoft Teams
• Feature/Setting: "Send Message" via Teams API to finance/admin group.
• Instant internal alerts for immediate action.
3.18. Intercom
• Feature/Setting: Automated message on failed payment tag being added.
• Guide users to payment portal/chat with support.
3.19. Pipedrive
• Feature/Setting: Activity creation via API when payment failure detected.
• Schedule follow-up tasks for finance staff.
3.20. Zendesk
• Feature/Setting: Ticket creation via API for each failed payment.
• Track resolution status and communications.
Benefits
4.2. Standardized, multi-channel member notifications drive faster resolution.
4.3. Escalations and retry logic reduce risk of member churn.
4.4. Accurate, up-to-date financial tracking supports clean audits and compliance.
4.5. Enhanced member experience with timely, branded communications and easy resolution options.