Paythen's Zapier app lets you send customer data from Paythen payments, into your CRM, Google Sheets, Slack, and most other apps you'll use in your business. We've highlighted some popular integrations here.
Here are the steps to use Paythen & Zapier
Create or log in to your Zapier account
Choose Zapier as the trigger app for a new Zap (or just go here)
Start creating a new Zap and choose Paythen from the list of trigger apps
At the moment, Paythen has three triggers – for a new customer on your Paythen account, a successful payment or when a customer completes a Paythen plan. We've explained each below.
Choose whether you want this zap to work for all plans or only for specific plans
If you choose a specific plan, you will also see the option to map any plan-specific custom fields in the next step
Choose an action app to send your data to, and configure that as you would any other Zap
Go live! 🎉
There is a deliberate 3-5 minute delay between a customer being created in your Paythen account and the data being sent to Zapier – this ensures customers whose banks require additional authentication steps are always covered and included, and ensures no incomplete or invalid customer records are sent through to Zapier.
When a customer is created in your Paythen account, send customer data including standard fields like the name, 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 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
🏗 Failed payment attempt (coming soon)
Will trigger each time a scheduled payment fails. Applicable to payment plans and subscriptions.
🏗 Plan cancelled (coming soon)
Triggers when a customer’s plan is cancelled.
What is Zapier?
Zapier is a tool that lets you send data between over 5,000 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 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.
If you're new to Zapier, get ready to be blown away! Zapier will make you and your business 10x more productive.
If you haven’t tried Zapier yet, create a free account and give it a shot. Or read more about how Zapier works here.
Need a hand? We're here to help.
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.