ClientPay and Salesflare
How to connect ClientPay
- Via Zapier — 9 operations available. Set it up ↗
About ClientPay
ClientPay is a simple, web-based solution designed specifically for architecture, engineering, design, and construction professionals.
ClientPay operations on Zapier
Triggers (1)
Start a workflow when this happens
- Events — Triggers when new ClientPay webhook events are created.
Actions (5)
Things Salesflare can make it do
- Create Charge — Creates a charge.
- Create Contact — Creates a contact.
- Create Info Request — Creates an `InfoRequest` for a given Contact to save their own payment method for future charges. The `InfoRequest` will be sent to the Contact via email by ClientPay, so the Contact must have at least one email address defined. After the Contact submits this information, the payment method is saved and available for future charges. For more information see: [Creating an InfoRequest](https://developers.affinipay.com/charge/send-info-request.html).
- Create Quick Bill — Creates a quick bill.
- Format Amount — Formats the amount field on a transaction event from cents.
Searches (3)
Look up existing records
- Get Contact — Returns a contact by contactId
- Get Payment Methods — Returns payment methods by contactId.
- Search Contacts — Returns contacts by query.
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