Paythen's Zapier app lets you trigger payment plan links sent via email based on changes in almost any app or send customer data, progress and more from Paythen into your CRM, Google Sheets, Slack, and most other tools you'll use in your business. We've highlighted some popular integrations here.

We also have some direct integrations like WooCommerce which uses our native plugin and Cardivo eGift cards which has a two-way integration with Paythen.

Triggers when a new customer is created in your Paythen account. Sends customer data including standard fields like the name and email, plan data like the plan name, expected vs. collected amounts, the customer summary link, and even custom field data. If the same customer signs up to multiple plans, each sign up is treated like a new customer. Also includes custom metadata which has a unique identifier for the customer as well as the plan.

Triggers each time there is a successful payment in your Paythen account. Includes standard fields like the customer's name and email, and plan data like the plan name, expected vs. collected amounts, the customer summary link, and even custom field data. Also includes custom metadata which has a unique identifier for the customer as well as the plan. Works for all plan types and all payments including upfront payments or scheduled payments.

Triggers each time a scheduled payment fails (not failed attempts when a customer is trying to sign up). Applicable to payment plans and subscriptions.

Triggers each time a customer completes a Paythen payment plan. Includes standard fields like the customer's name and email, and plan data like the plan name, expected vs. collected amounts, the customer summary link, the completion date, and even custom field data. Also includes custom metadata which has a unique identifier for the customer as well as the plan. Works for the "payment plan" plan type

Triggers when a customer’s plan is cancelled. Applicable to payment plans and subscriptions.

Triggers when a customer's status changes in your Paythen account. This is the trigger to use when you want to react to a customer moving from one state to another, rather than to a single event like a payment.

When you set this trigger up, you'll pick the status you want to watch for in the "When a Customer's Status changes to" field. This is required, and the zap will only fire when a customer moves into that status. Your customers can have these statuses in Paythen:

For a full breakdown of what each status means and when a customer moves into it, see Customer statuses in Paythen.

You can also optionally choose a specific plan so the trigger only fires for customers on that plan, or leave it blank to watch every plan in your account.

Sends your customer an email from Paythen with their unique Paythen payment plan link, built from values you pass in from the trigger step. This is how you create a custom payment plan for someone off the back of a form submission, a CRM update, a booking, or almost anything else.

You'll need to provide these fields:

And these optional fields let you tailor the plan and the email further:

Every one of these can be mapped to data coming from your trigger app, so the amount, the number of payments, the currency and the wording of the email can all be different for every customer.

Searches for and returns any customer records in your Paythen account matching the name, email and status filter you set. Always returns one result. This is useful for email based workflows or any workflow where you want to automatically check if a customer signed up to a payment plan they were shown or emailed. Read more here.

Searches for and returns any existing plans in your Paythen account matching the plan name, internal name or unique plan identifier (NFID) you provide. Always returns one result. Read more here.

Zapier is a tool that lets you send data between 9,000+ popular tools in minutes, and with no code. At Paythen we've been using Zapier for many years to automate repetitive tasks, send data from one tool to another, get notifications where we want them, and so much more.

With Paythen's Zapier app, you can trigger and send custom payment plan links to your customers from data and changes in any other system. Or you can send customer data you've collected in Paythen, to any other tool you use, from Google sheets, Gmail, Slack, CRM systems and thousands of others. Here's an intro to Zapier to get started.

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We’ll help you get your Paythen <> Zapier workflows & zaps set up to get data into any other Zapier app. Just message us via the chat icon, or send us an email and we’ll help you get your integrations sorted.