Payments & Financial ProcessesPurpose
1. Automatically notify customers about pending or failed payments related to aerial sports bookings to recover revenue and maintain positive cash flow.
2. Reduce manual efforts by instantly triggering reminders via preferred channels when a payment is missed, declined, or left incomplete.
3. Enhance customer experience by ensuring timely communication and reducing service interruptions due to billing issues.
Trigger Conditions
1. Payment transaction status changes to "pending," "failed," or "incomplete" in the payment gateway or booking system.
2. Invoice due date passes without full payment confirmation.
3. Customer cancels midway through the checkout process without completing payment.
4. Payment retry is unsuccessful after a set number of attempts.
Platform variants
1. Stripe
- API: events (payment_intent.payment_failed, invoice.payment_failed, invoice.payment_upcoming)
- Sample: Configure webhook to POST failed payment events to automation endpoint.
2. PayPal
- Feature: IPN (Instant Payment Notification)
- Sample: Set IPN listener URL to trigger on PAYMENT.FAILURE or PAYMENT.PENDING.
3. Square
- API: v2/payments webhook (payment.updated status=FAILED or status=PENDING)
- Sample: Register webhook for failed or pending payments and forward to reminder system.
4. Braintree
- API: Webhooks (disbursement_exception, transaction_disbursed)
- Sample: Point webhook to automation flow on transaction failure.
5. Twilio SMS
- API: messages.create
- Sample: Send SMS with reminder template to customer’s phone on trigger.
6. WhatsApp Business API
- Endpoint: /messages
- Sample: Automate payment reminder messages using WhatsApp API templates.
7. SendGrid
- Feature: Mail Send API v3
- Sample: Trigger transactional payment reminder email using dynamic templates.
8. Gmail API
- API: users.messages.send
- Sample: Push payment reminder to customer’s email using Google OAuth.
9. HubSpot
- Feature: Workflow automation (Email/SMS action)
- Sample: Configure workflow to send reminders based on deal stage or failed payment property.
10. Salesforce
- Feature: Process Builder/Flow + Email Alerts
- Sample: Trigger alert/email on Opportunity Stage = 'Payment Failed'.
11. Outlook/Microsoft 365
- API: Microsoft Graph /sendMail
- Sample: Send reminder emails directly via the customer’s Outlook account.
12. Slack
- API: chat.postMessage
- Sample: Alert internal finance/support channel to follow-up on failed payment.
13. Mailchimp
- Feature: Automated Email Journeys
- Sample: Trigger journey to nurture recovery after payment failure tag is applied.
14. Zoho CRM
- Feature: Workflow Rules + Email Notification
- Sample: Email customer on “Payment Pending” field update.
15. Freshdesk
- Feature: Ticket Automation
- Sample: Create support ticket for failed payments, assign to billing team.
16. Intercom
- API: messages/email
- Sample: Push payment failure conversations to customer inbox/chat.
17. Zapier
- Feature: Zap with triggers from payment gateways and actions in comms platforms
- Sample: Stripe fails → Zapier → SendGrid/Slack action.
18. Google Sheets
- Feature: App Script Triggers + Gmail API
- Sample: On cell value update ("Payment Failed"), trigger personalized email.
19. ActiveCampaign
- Feature: Automated Campaigns
- Sample: Start sequence for contacts tagged 'payment_pending'.
20. Pipedrive
- Feature: Workflow Automation
- Sample: Notify salesperson or customer via email/SMS when deal is stuck on payment failed stage.
21. Odoo
- Feature: Automated Actions
- Sample: Run action to send reminder when invoice is unpaid past due date.
22. QuickBooks
- API: Webhooks on PaymentStatus=’Failed’
- Sample: Inform customer + alert finance for follow-up from QuickBooks billing records.
Benefits
1. Eliminates routine manual collection tasks.
2. Accelerates revenue recovery and reduces potential write-offs.
3. Improves customer communication and enhances brand trust.
4. Supports multi-channel reminders, increasing recovery chances.
5. Enables quick escalation to support or sales teams for high-value bookings.