Instant Visibility
See new payments appear in your tracking tools in real time to monitor cash flow without refreshing multiple apps.
- Payment Automation
- Payment Management
Payment Management
Payment Management automations route every successful transaction from your payment platform into spreadsheets, CRMs, databases, or finance apps automatically. They eliminate manual data entry and ensure all stakeholders have up-to-date, centralized records. With Zapier, you keep revenue data accurate, actionable, and ready for analysis or follow-up.
Error Reduction
Remove manual copy-paste steps to prevent typos and duplicate records in your financial and CRM systems.
Seamless Reporting
Collect clean, structured payment data automatically so you can generate reports and forecasts in minutes.
Featured use cases
Automatically synchronize new payment details into your CRM to maintain accurate, organized, and up-to-date customer records without manual data entry.
Automatically update and manage sales opportunities based on real-time payment status to ensure timely follow-up and accurate revenue tracking.
Automatically record payment transactions in a database for real-time tracking and error-free financial management.
Automatically sync completed transaction data into your donor management system for accurate records and streamlined fundraising workflows.
Automatically extract payment data from notifications and consolidate it into a structured database for accurate tracking and reporting.
Automatically update and manage subscriber information based on each new payment event, eliminating manual work and ensuring accurate records for better follow-up.