Payments & FinancePurpose
1.2. Eliminate manual interventions to reduce errors, delays, and revenue leakage.
1.3. Facilitate real-time financial synchronization between membership status and payment processing systems, updating associated user privileges, invoices, and access rules.
1.4. Maintain audit trails for all billing and membership changes for compliance and reporting.
Trigger Conditions
2.2. Admin manually adjusts membership in the dashboard.
2.3. Scheduled review process detects eligibility changes (e.g., tenure-based upgrades).
2.4. Payment events like failed or successful recurring payments trigger status alteration.
Platform Variants
3.1. Stripe — Billing API
• Feature/Setting: Configure `subscription.update` and `invoice.finalized` webhooks to trigger on membership changes; update `customer` metadata.
3.2. PayPal — Subscriptions API
• Feature/Setting: Listen for `BILLING.SUBSCRIPTION.UPDATED` webhook and adjust billing plan or prorate invoice.
3.3. Square — Subscriptions Webhooks
• Feature/Setting: Enable `subscription.updated` event and call UpdateSubscription API to align member plan and payment schedule.
3.4. Mindbody — Memberships API
• Feature/Setting: Use `updateClientMembership` endpoint to change plan type automatically based on member status.
3.5. Glofox — Client API
• Feature/Setting: Deploy `updateMembership` action in API to synchronize billing and member privileges.
3.6. GoCardless — Redirect Flows
• Feature/Setting: Apply `subscriptions.updated` webhook to adjust Direct Debit mandates as per new plan.
3.7. Recurly — Subscription Management
• Feature/Setting: `PUT /subscriptions/{uuid}` to change membership level and trigger prorated billing.
3.8. Chargebee — Subscription Update
• Feature/Setting: Listen for `subscription_changed` event and use `update_subscription_for_customer` API.
3.9. Zoho Subscriptions — API Trigger
• Feature/Setting: Use `updateSubscription` endpoint and map to CRM module for record update.
3.10. Xero — Invoices
• Feature/Setting: Create/edit repeating invoices via API after plan modification to reflect new pricing.
3.11. QuickBooks Online — Billing Automation
• Feature/Setting: `updateRecurringTransaction` with altered amounts and memo upon membership change.
3.12. FreshBooks — Subscription Update
• Feature/Setting: Update `Recurring Profiles` API and send email notification using Templates endpoint.
3.13. Salesforce — Billing Integration
• Feature/Setting: Use `Process Builder` to catch changes to the `Membership Status` custom object, invoking Apex to sync external billing APIs.
3.14. Zapier — Automation Workflow
• Feature/Setting: Construct a Zap using “New Subscription Updated” trigger and “Update Invoice” action across payment processors.
3.15. HubSpot — Custom Workflow
• Feature/Setting: Utilize workflows with a trigger on “Membership Tier Changed” and call external webhook for billing update.
3.16. MemberPress — Rules/Integrations
• Feature/Setting: Enable automatic downgrade/upgrade rules and link Payment Gateway API for membership status syncing.
3.17. WordPress + WooCommerce — Hooks
• Feature/Setting: `woocommerce_subscription_status_updated` hook calls `update_user_meta` and invokes payment plugin’s API for invoice correction.
3.18. Paddle — Subscription Management
• Feature/Setting: `subscription_updated` webhook to realign end-user entitlements and payment amount.
3.19. Kajabi — Membership Automations
• Feature/Setting: “Offer Purchased/Removed” automation triggers API call to billing and membership restriction changes.
3.20. Mailchimp — Audience Tag Automation
• Feature/Setting: Update audience tags by membership tier, triggering message or invoice via transactional email.
3.21. ActiveCampaign — Automation
• Feature/Setting: “List Updated” trigger for membership segments, invoke webhook to update billing in finance system.
3.22. SAP SuccessFactors — Membership Custom Object
• Feature/Setting: On-change event in Membership object invokes OData API to update billing data.
Benefits
4.2. Accelerates billing cycles and payment reconciliation for gyms and instructors.
4.3. Enhances customer satisfaction with instant membership status updates and communication.
4.4. Ensures data consistency across payment, CRM, and access control systems.
4.5. Improves financial reporting and compliance with traceable digital audit trails.