Partial.ly and Salesflare
How to connect Partial.ly
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When payment Plan Paid in Partial.ly, create opportunity, then find or create contact in Salesflare.
About Partial.ly
Partial.ly is a software that allows you to offer flexible payment plans to your customers
Partial.ly operations on Zapier
Triggers (8)
Start a workflow when this happens
- Checkout Abandoned — Triggers when a customer does not complete a payment plan checkout within the configured amount of time.
- Installment Upcoming — Triggers when an installment is upcoming.
- Payment Failed — Triggers when a payment fails.
- Payment Plan Canceled — Triggers when a payment plan is canceled.
- Payment Plan Defaulted — Triggers when a payment plan is defaults due to multiple failed payments.
Show 3 more triggers
- Payment Plan Opened — Triggers when a payment plan is opened. Note that this will be sent when a new plan is opened for the first time, as well as when an existing plan is re-opened (a defaulted plan being reopened, for example).
- Payment Plan Paid — Triggers when a payment plan is fully paid.
- Payment Succeeded — Triggers when a payment is successfully processed.
Actions (2)
Things Salesflare can make it do
- Create a Payment Plan — Create a new payment plan, optionally sending a request to the customer to open the plan
- Update a Payment Plan — Update an existing payment plan
Searches (1)
Look up existing records
- Find a Payment Plan — Search for a payment plan by ID.
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