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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Bank Results Event" from Pinch Payments.

Add your action

An action happens after the trigger—such as "Create Contact" in Xodo Sign.

You’re connected!

Zapier seamlessly connects Pinch Payments and Xodo Sign, 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.

Bank Results Event
Triggers when a Payer is created.
Trigger
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Payer Updated Event
Triggers when a Payer is updated.
Trigger
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Scheduled Process Event
Triggers when a Scheduled Payments are processed.
Trigger
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Subscription Complete Event
Triggers when a Subscription is completed.
Trigger
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- Event Type
Trigger
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- Payer Id
- First Name
  Required
- Last Name
  Required
- Email Address
- Mobile Number
- Source Id
- Token
- Amount
  Required
- Description
- Application Fee
Action
Write
- Payer Id
- Source Type
  Required
- Bank Account BSB
- Bank Account Number
- Bank Account Name
- Token
Action
Write

- Event Id
  Required
Action
Search
- Subscription Id
  Required
Action
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Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
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- Template
  Required
- Enable SMS Signer Authentication
- Sandbox
- Document Title
- Message
- Custom Requester Name
- Custom Requester Email
- Redirect URL After Signature
- Embedded Signing
- Require All Signers
- Automatic Reminders
Action
Write

Payer Created Event
Triggers when a Payer is created.
Trigger
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Realtime Payment Event
Triggers when a realtime Payment occurs.
Trigger
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Subscription Cancelled Event
Triggers when a Subscription is cancelled.
Trigger
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Subscription Created Event
Triggers when a Subscription is created.
Trigger
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- Payer Id
- First Name
  Required
- Last Name
  Required
- Email Address
- Mobile Number
- Company Name
- Company Registration Number
- Street Address
- Suburb
- State
- Postcode
- Country
- Metadata
Action
Write
- Payer Id
- Payer Id
- Amount
  Required
- Transaction Date
  Required
- Description
Action
Write
- Plan Id
  Required
- Payer Id
- Total Amount
- Start Date
Action
Write
- Payer Id
Action
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Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Trigger
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company
- Phone Number
Action
Write
- Document Hash
  Required
- Include audit trail
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Pinch Payments and Xodo Sign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Pinch Payments to Xodo Sign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Pinch Payments

Pinch Payments is a PCI Compliant, Australian payments platform offering automated bank account, direct debit, and credit card payments for standard and repeating invoices or standalone transactions.

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Related categories

Payment Processing

About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

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