Payments, Accounting & AdministrationPurpose
1.2. Automated workflows ensure recurring sales, continuity in subscriptions, and prevent involuntary churn for customers buying entertainment goods.
1.3. Automation covers monitoring, alerting both customers and staff, and, where possible, automated billing method updates.
1.4. Automator platforms connect payment systems with outreach tools, enabling end-to-end automatable alert management and updates.
Trigger Conditions
2.2. Auto-payment failed due to invalid or declined payment method.
2.3. Payment gateway response indicating method validity issue detected.
2.4. Customer initiates payment or attempts to access account with an invalid method on file.
Platform Variants
• Feature/Setting: Webhooks for "customer.source.expiring" & "invoice.payment_failed"; configure outgoing webhook to automator.
3.2. PayPal
• Feature/Setting: IPN (Instant Payment Notification) for failed billing agreement or expiration event.
3.3. Square
• Feature/Setting: Webhook for `card.updated` or `payment.failed` events for automated detection.
3.4. Adyen
• Feature/Setting: Notification webhooks for RECURRING_CONTRACT and AUTHORISATION events.
3.5. Braintree
• Feature/Setting: Webhook event "Subscription Charged Unsuccessfully" for payment automation.
3.6. Shopify Payments
• Feature/Setting: Webhook for checkouts/create and checkouts/update with payment failure/expiration field monitored.
3.7. Recurly
• Feature/Setting: Webhook "payment_method.expiring" enables automated alert flows.
3.8. Chargebee
• Feature/Setting: "Card Expiring" event for automation triggers.
3.9. Zoho Subscriptions
• Feature/Setting: Webhook on "card_expiry" and "payment_failed" for automated notification.
3.10. QuickBooks Payments
• Feature/Setting: Webhooks for payment denials or CC expiration in customer records.
3.11. FreshBooks
• Feature/Setting: Payment alert setup for automated communication upon failure/expiration.
3.12. SendGrid
• Feature/Setting: Automated email API or transactional templates for alert delivery.
3.13. Twilio
• Feature/Setting: Programmable SMS/Voice API to automate customer notifications.
3.14. Slack
• Feature/Setting: Incoming webhooks for real-time internal team notification.
3.15. Microsoft Teams
• Feature/Setting: Adaptive Cards or Webhook for automated team alerts.
3.16. Zendesk
• Feature/Setting: Ticket creation API for payment method issue automation.
3.17. Intercom
• Feature/Setting: Automated in-app messaging API for real-time customer notifications.
3.18. Mailgun
• Feature/Setting: API for automating transactional payment alerts via email.
3.19. HubSpot
• Feature/Setting: Workflow Automations for CRM-triggered automatable emails or tasks on payment events.
3.20. Salesforce
• Feature/Setting: Process Builder or Flows to automate alerting and follow-up tasks on payment failure.
3.21. Google Sheets
• Feature/Setting: AppScript or API to log/track and automate updates for expiring/invalid payment methods.
3.22. Airtable
• Feature/Setting: Automation scripts to flag and alert on expiring payment data.
3.23. Monday.com
• Feature/Setting: Automation recipes to notify users of payment method status.
3.24. Pipedrive
• Feature/Setting: Activity automation on deal status when payment issues detected.
3.25. ActiveCampaign
• Feature/Setting: Automated workflows for payment alerts and drip campaigns for stale payment data.
Benefits
4.2. Automated alerting reduces manual admin and failed transaction workload.
4.3. Increases customer satisfaction by automating resolution options before shopping interruptions occur.
4.4. Automated team notification speeds internal response for high-value clients.
4.5. Automation keeps payment data current, preventing escalation or churn.
4.6. Automating this process allows for entirely automatable, scalable and efficient payment administration for magic supply retailers.