Payfunnels and Salesflare
How to connect Payfunnels
- Via Zapier — 15 operations available. Set it up ↗
- Via Make — 16 modules available. Set it up ↗
What you can automate
- When invoice Created in Payfunnels, create opportunity, then find or create contact in Salesflare.
- When invoice Updated in Payfunnels, create opportunity, then find or create contact in Salesflare.
- When new Customer in Payfunnels, find or create account, then find or create contact, then add contact to account in Salesflare.
About Payfunnels
Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.
Payfunnels operations on Zapier
Triggers (10)
Start a workflow when this happens
- First Recurring Payment — Triggers when the First payment of recurring subscription is successfully paid.
- Invoice Created — Triggers when invoice Created.
- Invoice Deleted — Triggers when invoice deleted.
- Invoice Updated — Triggers when a invoice is updated.
- New Customer — Triggers when a new customer is created.
Show 5 more triggers
- One Time Setup Fees Created — Triggers when a new one time setup fees is created.
- One Time Setup Fees Deleted — Triggers when one time setup fees is deleted.
- One Time Setup Fees Updated — Triggers when a one time setup fees is updated.
- Payment Failed — Triggers when payment failed.
- Payment Successful — Triggers when a payment succeeded.
Actions (2)
Things Salesflare can make it do
- Cancel a Subscription — Terminates a subscription
- Refund a Payment — Creates a refund for a transaction
Searches (3)
Look up existing records
- List One Time Setup Fees — Retrieves a list of one time setup fees based on filters like page and limit.
- List Payments — Retrieves a list of payments
- List Subscriptions — Retrieves a list of subscriptions
Payfunnels operations on Make
Triggers (10)
Start a workflow when this happens
- Watch Created Payment Link — Triggers when a payment link is created.
- Watch Deleted Payment Link — Triggers when a payment link is deleted.
- Watch Failed Payment — Triggers when a payment is failed.
- Watch First Recurring Payment — Triggers when the First payment of recurring subscription is successfully paid.
- Watch New Customer Created — Triggers when a new customer is created.
Show 5 more triggers
- Watch One Time Setup Fee Created — Triggers when a one-time setup fee is created.
- Watch One Time Setup Fee Deleted — Triggers when a one-time setup fee is deleted.
- Watch One Time Setup Fee Updated — Triggers when a one-time setup fee is updated.
- Watch Successful Payment — Triggers when a payment succeeds.
- Watch Updated Payment Link — Triggers when a payment link is updated.
Actions (3)
Things Salesflare can make it do
- Cancel a Subscription — Cancels a subscription.
- Make an API Call — Performs an arbitrary authorized API call.
- Refund a Payment — Refunds a payment.
Searches (3)
Look up existing records
- List One Time Setup Fees — Lists one-time setup fees.
- List Payments — Lists payments.
- List subscriptions — Lists subscriptions.
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