Paygee and Salesflare

How to connect Paygee

Via Zapier — 6 operations available. Set it up ↗

About Paygee

Paygee is the go-to solution for any business in need of a totally integrated PAYG (Pay-As-You-Go) platform. The hardware agnostic software suite allows for remote access and control of PAYG products, minimizes operational costs and empowers sales forces.

Paygee operations on Zapier

Triggers (3)

Start a workflow when this happens

Customer State Change — Triggers when a customer state changes.
Loan State Change — Triggers when a loan state changes. As well triggers for events that don't change state on server side but could be interesting to set up a custom workflow, e.g. 'days_late' will get triggered at least once a day when the loan has delays in payment. How many days late is included in the payload as field 'days_late'. An example workflow that should be triggered on 5 days late, would filter on state='days_late' AND payload.days_late='5'.
Sales Case State Change — Triggers when a Sales Case changes state. e.g. 'dp_paid' for down payment paid.

Actions (2)

Things Salesflare can make it do

Approve Customer — Changes customer state to 'approved'. Returns an error in case customer is not in state 'applied'
New Customer — Creates a new customer in state 'lead'. Make sure to use a valid international phone number format.