Automate online payments with Zapier

The most important Zapier features

• Connect Payrexx with over thousands of Zapier apps - from Google Sheets to Gmail - without any programming knowledge. Automate your payment processes in just a few minutes

• Plan your Zaps so that they run at all times - even when you are not actively using Payrexx. This way, your workflows for payments, invoices and notifications are always up to date.

• Create flexible workflows with multiple steps: add filters, conditions or paths to process payment data exactly where you need it - whether in accounting, CRM or communication tools.

• Keep track of your payment automations: Track your Zaps in real time, test processes visually and optimize them without a single line of code

How you can use Zapier

The integration of Payrexx Payments with Zapier enables the seamless automation of all processes relating to online and on-site payments. You can process payment data automatically, speed up workflows and avoid errors. Here are some application examples:

• Automatically log new payments in Google Sheets, Excel etc.

• Save transactions in Airtable and use them for evaluations.

• Send a confirmation e-mail via Gmail if the payment was successful.

• Depending on the amount, send a Slack message or SMS to your team.

• Automatically transfer customer data to CRM (HubSpot, Salesforce, Pipedrive) after payment.

• Provide new customers in Mailchimp with a suitable tag and assign them to a campaign.

• Payment automatically triggers the creation of an invoice in QuickBooks or Xero.

• Automatically create a Trello or Asana task after a successful transaction.

• For subscription payments, activate the member access in WordPress or Skool.

• Report failed payments immediately via Microsoft Teams or Discord message.

How to get started

1. Log in to Zapier and connect.

2. Create a new Zap with Payrexx.

3. Test Zap and check function.

4. Activate Zap - runs automatically.