Purpose
1.2. Automate alerting restaurant staff and customers about payment failure in real-time via multiple channels, ensuring no revenue loss and enhancing guest experience through resolute and automated follow-up.
1.3. Automate escalation to management in case of repeated failures, automate customer re-engagement, and automate updating of reservation/order status for rapid reconciliation and audit trail.
1.4. Automate integration with POS, payment gateways, support desks, and CRM systems to unify failed payment management and automating corrective action across platforms.
Trigger Conditions
2.2. Recurrence of the same customer/card failing within a session triggers escalation.
2.3. Automation triggers upon customer complaint or system log indicating unresolved payment error.
Platform Variants
• Feature/Setting: Webhook for `invoice.payment_failed` event; configure Webhooks to send to automator endpoint.
3.2. Square
• Feature/Setting: Payments API webhook for failed payments; route notification to automation flow.
3.3. Clover
• Feature/Setting: Payment Failure Callback in Orders API, automate email/SMS triggers.
3.4. Toast POS
• Feature/Setting: Order Status Change webhook; configure automator to monitor “Payment Failed” status.
3.5. Mindbody
• Feature/Setting: Transaction webhook API for payment declines; automate alert to POS and staff comms.
3.6. PayPal
• Feature/Setting: IPN listener for FAILED transactions; automate creation of support ticket or customer email.
3.7. Authorize.Net
• Feature/Setting: Silent Post Notification for failed payment; automate webhook to CRM/alert channels.
3.8. Fiserv
• Feature/Setting: Payment Response API triggers; initiate automator flows for staff notifications.
3.9. Google Workspace
• Feature/Setting: Gmail API for automated failed payment email alerts; automate with dynamic templates.
3.10. Twilio
• Feature/Setting: Programmable SMS for automated failure notification to customers; integrate via API.
3.11. SendGrid
• Feature/Setting: Transactional Templates for failure notification emails; automate with custom variables.
3.12. Slack
• Feature/Setting: Incoming Webhooks for real-time failed payment alerts to back-of-house channel.
3.13. Zendesk
• Feature/Setting: Ticket Automation via API; create tickets when payment failure detected.
3.14. Freshdesk
• Feature/Setting: API-triggered ticket creation for unresolved payment cases.
3.15. Salesforce
• Feature/Setting: Trigger Process Builder on payment failure event for automated follow-up task.
3.16. HubSpot
• Feature/Setting: Workflow automation on failed payment event; automate message and task assignment.
3.17. Mailgun
• Feature/Setting: Automated email via HTTP API when payment fails; use template automation.
3.18. Microsoft Teams
• Feature/Setting: Automation through Incoming Webhook channel for failed payment notifications.
3.19. Telegram
• Feature/Setting: Bot API to automate direct customer or staff alerts on payment failures.
3.20. Zoho CRM
• Feature/Setting: Workflow Rules for updating contact record on failed payment; automate next steps.
3.21. QuickBooks Online
• Feature/Setting: Webhook automation for failed customer payment; automate invoice/ledger update.
Benefits
4.2. Automates customer experience by providing rapid, multi-channel alerts and resolution steps.
4.3. Automates escalation for repeated payment failures increasing oversight and accountability.
4.4. Automates compliance by maintaining a traceable, auditable record of all payment issues and resolutions.
4.5. Automates cost recovery by ensuring prompt, automated customer follow-up to maximize revenue retention.
4.6. Automator integration enables customizable, scalable automation tailored for Korean barbecue restaurant operations.