Payments & InvoicingPurpose
1.2. Automator identifies unprocessed payments, double charges, failed refunds, or mismatched invoices, automating the routing of these financial issues to the management team for review and decision.
1.3. Ensures no financial exceptions are missed, and automating compliance for audit trail and rapid issue resolution, boosting customer trust.
Trigger Conditions
2.2. Invoice-generation mismatch between rental system and payment platform.
2.3. Refund request failure or delay beyond automatable threshold.
2.4. Customer dispute case or chargeback notification.
2.5. Manual flag by accounts team using finance software integration.
Platform variants
3.1. Stripe
• Feature/Setting: Use Stripe Webhooks for "payment_failed", "charge.refunded", and "invoice.payment_failed" events. Configure endpoint to trigger automated escalation.
3.2. QuickBooks
• Feature/Setting: Setup API connection for "invoice.query" and "payment.query", automate triggering of exception rules.
3.3. Xero
• Feature/Setting: Build workflow based on Xero’s “Get Invoices”, “Find Payments”. Flag anomalies and automate routing.
3.4. PayPal
• Feature/Setting: Configure Webhooks for "PAYMENT.SALE.DENIED", "PAYMENT.SALE.REFUNDED". Automate forwarding events.
3.5. Slack
• Feature/Setting: Integrate incoming Webhooks or Bots to automate alerting management in a dedicated channel.
3.6. Twilio SMS
• Feature/Setting: Use Programmable SMS API to send automated notifications when financial exceptions appear.
3.7. Microsoft Teams
• Feature/Setting: Automator sends adaptive cards/alerts via Graph API or Incoming Webhooks on exception detection.
3.8. Google Workspace (Gmail & Sheets)
• Feature/Setting: Automate parsing of exception emails, auto-population in Google Sheets, and sending escalated messages.
3.9. Zapier
• Feature/Setting: Connect payment/finance apps and automate multi-step exception escalation to managers’ preferred platform.
3.10. Pabbly Connect
• Feature/Setting: Build automations connecting invoice platforms to management’s email/SMS.
3.11. Monday.com
• Feature/Setting: Automate creation of exception tickets using Boards API on payment/invoice error detection.
3.12. ServiceNow
• Feature/Setting: Automatically generate incidents for finance exceptions through ServiceNow REST APIs.
3.13. HubSpot
• Feature/Setting: Automatically assign and escalate exception tickets in the CRM via Workflows.
3.14. Freshdesk
• Feature/Setting: Automate support ticket creation for flagged financial exceptions using API automator.
3.15. Zendesk
• Feature/Setting: Configure Triggers to open tickets by API when payment/invoice issue detected.
3.16. Salesforce
• Feature/Setting: Use Process Builder or Flows to automate route flagged payments/invoices to management queue.
3.17. Intercom
• Feature/Setting: Automate message creation or alert routing to CSMs for financial anomalies.
3.18. Jira Service Management
• Feature/Setting: Automate ticket creation for finance issues, configure auto-assign to management roles.
3.19. Notion
• Feature/Setting: Automated database update/new page when finance exception webhook received.
3.20. Trello
• Feature/Setting: Use API to automate card creation with full exception details on financial anomaly.
3.21. Asana
• Feature/Setting: Automatic task assignment to manager, via Asana API, when payment issue routed.
Benefits
4.2. Automatedly secures an audit trail for all interventions on financial incidents.
4.3. Automating exception routing accelerates resolution and improves control over cash flow.
4.4. Automator ensures management attention to high-priority issues without delay.
4.5. Automated escalation increases accuracy and transparency, minimizing reputational risk.