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How Zapier works
Zapier makes it easy to integrate Paygee with Watershed LRS - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Customer State Change" from Paygee.
Add your action
An action happens after the trigger—such as "Send a Statement (Advanced)" in Watershed LRS.
You’re connected!
Zapier seamlessly connects Paygee and Watershed LRS, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer State Change
Triggers when a customer state changes.
Try ItTriggerInstant - Sales Case State Change
Triggers when a Sales Case changes state. e.g. 'dp_paid' for down payment paid.
Try ItTriggerInstant - Customer NameRequired
- Customer Phone NumberRequired
ActionWrite- Voided Statement Id
- Agent Email
- Agent Email (Sha1sum)
- Agent OpenID
- Agent Account Name
- Agent Account HomePage
- Verb
- Activity
- Registration
- Related Activities
- Related Agents
- Since
- Until
- Limit
- Format
- Statement ID
Try ItTriggerPolling
- Loan State Change
Triggers when a loan state changes. As well triggers for events that don't change state on server side but could be interesting to set up a custom workflow, e.g. 'days_late' will get triggered at least once a day when the loan has delays in payment. How many days late is included in the payload as field 'days_late'. An example workflow that should be triggered on 5 days late, would filter on state='days_late' AND payload.days_late='5'.
Try ItTriggerInstant - Customer IDRequired
ActionWrite- Customer IDRequired
ActionSearch- Statement JSONRequired
ActionWrite
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Connect Paygee and Watershed LRS to integrate crucial parts of your business
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