What you can automate

When new Account Created in Straddle, find or create account in Salesflare.

When account Updated in Straddle, find or create account in Salesflare.

When charge Created in Straddle, create opportunity, then find or create contact in Salesflare.

When charge Updated in Straddle, create opportunity, then find or create contact in Salesflare.

When customer Created in Straddle, find or create account, then find or create contact, then add contact to account in Salesflare.

When customer Updated in Straddle, find or create account, then find or create contact, then add contact to account in Salesflare.

About Straddle

Straddle is a payments processing company that enables businesses to accept fast, secure payments via Pay by

Straddle operations on Zapier

Start a workflow when this happens

Account Updated — Triggers when any significant change occurs to a platform-created embedded account's status or configuration. This includes updates to account settings, changes in verification status, or modifications to account limits and capabilities.
Charge Created — Triggers when a new charge is initiated against a customer's bank account. The event includes details about the charge object, the associated Paykey and bank account, and initial payment status.
Charge Updated — Triggers when anything changes on the charge object to indicate changes and important events. This includes successful processing, failed attempts, balance check results, fraud detection alerts, and final settlement status.
Customer Created — Triggers when a new customer is created in the system. The event includes customer profile details, verification status, and initial compliance screening outcome.
Customer Updated — Triggers when there are important updates to a customer's profile or status. This includes changes in verification status, updated compliance checks, modified risk ratings, or changes to customer information.

Show 5 more triggers

New Account Created — Triggers when a platform creates a new embedded merchant account. This event contains the account details including business profile information, capabilities, and account status.
Paykey Created — Triggers when a new Paykey is generated linking a customer to their bank account. The event includes tokenized bank account details, verification status, and initial fraud screening results.
Paykey Updated — Triggers when there are important updates to a Paykey's status or associated bank account. This includes verification status changes, fraud detection alerts, or modifications to usage permissions.
Payout Created — Triggers when a new payout is initiated to transfer funds to a customer's bank account. The event includes payout amount, destination bank details, selected payment rail, and initial processing status.
Payout Updated — Triggers when anything changes on the payout object to indicate status changes and important events. This includes successful processing, failed attempts, rail selection optimization, and final settlement status.

Straddle and Salesflare