Purpose
1.2. Automate issuance of invoices and payment reminders for staged homes in compliance with industry regulations.
1.3. Automate the retrieval and centralized recording of transaction data across payment platforms for streamlined reporting and compliance.
1.4. Automatically update accounting systems and client profiles upon payment activity, reducing manual errors and delays.
1.5. Automate notifications to teams when payments are received or disputed for immediate operational follow-up.
Trigger Conditions
2.2. Automatically initiated on receipt of an e-invoice by the client.
2.3. Triggered by API/webhook payment notification events (e.g., payment_intent.succeeded).
2.4. Automated batch triggers for monthly reconciliation or compliance audits.
Platform Variants
3.1. Stripe
• Feature/Setting: "Payment Intents API" — Configure automate webhook on payment_intent.succeeded to trigger staging service status updates.
3.2. PayPal
• Feature/Setting: "REST Invoicing API" — Use webhook automate IPN (Instant Payment Notification) for payment received event.
3.3. Square
• Feature/Setting: "Payments API" — Automate POST to /v2/payments endpoint and configure payment webhooks.
3.4. Braintree
• Feature/Setting: "Transaction Webhooks" — Automate event-based notifications for transaction settlements.
3.5. Adyen
• Feature/Setting: "Notifications" — Automate HMAC-signed webhook for AUTHORISATION and SETTLED/REFUNDED events.
3.6. Authorize.Net
• Feature/Setting: "Webhook Notifications" — Automatically receive transaction confirmation events.
3.7. Mollie
• Feature/Setting: "Payments API" — Webhook automation for payment status changes.
3.8. Razorpay
• Feature/Setting: "Webhook Events" — Automate triggers on payment.captured.
3.9. Amazon Pay
• Feature/Setting: "IPN (Instant Payment Notification)" — Automated triggers on successful payment.
3.10. Worldpay
• Feature/Setting: "Notification Service" — Automate HTTP callbacks on successful payments.
3.11. 2Checkout
• Feature/Setting: "INS (Instant Notification Service)" — Automate triggers on SALE notification.
3.12. Klarna
• Feature/Setting: "Order Management API" — Automate POST on order finalized events.
3.13. WePay
• Feature/Setting: "IPN Webhooks" — Automate payment_state_changed events.
3.14. GoCardless
• Feature/Setting: "Events API" — Automate on payment_confirmed event.
3.15. BlueSnap
• Feature/Setting: "API Notifications" — Automated callbacks for transaction success.
3.16. Dwolla
• Feature/Setting: "Webhook Subscriptions" — Automate on transfer_completed.
3.17. Venmo for Business
• Feature/Setting: "Pay API" — Automate payment received webhook.
3.18. MercadoPago
• Feature/Setting: "Payment Notifications API" — Automate payment.notify events.
3.19. SOFORT
• Feature/Setting: "Notification API" — Automatedly fires on transaction completion.
3.20. Flutterwave
• Feature/Setting: "Event Webhooks" — Automate on charge.completed.
3.21. Alipay
• Feature/Setting: "Trade Notification Service" — Automate callbacks for trade_status event.
3.22. Apple Pay
• Feature/Setting: Integrated through respective Payment Service Provider, automate on tokenized payment confirmation.
Benefits
4.2. Automator reduces risks of payment errors, duplicate work, and compliance gaps.
4.3. Enhances client satisfaction with instant payment confirmations and receipts via automation.
4.4. Simplifies financial tracking and automatedly syncs payment data across platforms.
4.5. Automating chargeback alerts and reconciliations ensures rapid resolution and regulatory compliance.
4.6. Facilitates automatable, scalable billing as staging volume grows.