Access PaySuite - Direct Debit and Salesflare

How to connect Access PaySuite - Direct Debit

When customer Created in Access PaySuite - Direct Debit, find or create account, then find or create contact, then add contact to account in Salesflare.
When payment Created in Access PaySuite - Direct Debit, create opportunity, then find or create contact in Salesflare.
When payment Submitted to Bank in Access PaySuite - Direct Debit, create opportunity, then find or create contact in Salesflare.
When payment Updated in Access PaySuite - Direct Debit, find or create contact in Salesflare.
When rolling Payment Created in Access PaySuite - Direct Debit, create opportunity, then find or create contact in Salesflare.

Access PaySuite - Direct Debit is a UK streamline cash flow and simplified payment collection system.

Start a workflow when this happens

Show 6 more triggers

Payment Cancelled — Triggers when there's a payment cancelled.
Payment Created — Triggers when there's a new payment created.
Payment Failed — Triggers when there's a payment failed.
Payment Submitted to Bank — Triggers when there's a payment submitted to bank.
Payment Updated — Triggers when there's a payment updated.
Rolling Payment Created — Triggers when there's a rolling payment created.

Things Salesflare can make it do

Cancel Contract — Cancels the Contract (Does not cancel payment creation)
Create Contract — Creates a Contract for a Customer (ad-hoc or scheduled).
Create New Payment — Creates a new payment in DDCMS
Get Customer Sign Up Link — Returns a Sign Up Link with prepopulated fields and optionally sends an email the the customer.
Update Contract Amount — Amends an existing Contract amount.

Show 5 more actions

Update Contract Date (Annual Schedules) — Amends an existing Contract payment date (Annual Schedules)
Update Contract Date (Monthly Schedules) — Amends an existing Contract payment date (Monthly Schedules)
Update Contract Day (Weekly Schedules) — Update Contract Day (Weekly Schedules)
Update Contract Reference — Update Direct Debit Reference
Update Customer — Updates a customer in DDCMS.

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