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automation recipes

Don't know where to start? We've curated and pre-assembled best in class use cases across a variety of categories for you. Each recipe contains a collection of nodes that solve a critical business problem that you can configure in a matter of clicks.

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PAYMENT PROCESSOR

2checkout
Adyen
Authorise.net
Bambora
Braintree
Buckaroo
Checkout.com
Global Payments
GoCardless
Mollie
Moneris
Pay 360
Pay.nl
PayPal
Square
Stripe
Worldline
Worldpay

ALTERNATIVE PAYMENT METHODS

Amazon Pay
Apple Pay
Bancontact
EPS
Giropay
GoCardless
Google Pay
Ideal
Klarna
P24
PayPal
SEPA
SOFORT
Trilo
Twint

COMMUNICATION

Active Campaign
Mailchimp
Mandrill
SendGrid
Slack
Twilio

CRM

Active Campaign
Hubspot
Intercom
Pipedrive
Salesforce
Zendesk

CUSTOMER SUPPORT

Intercom
Zendesk

DISCOUNTS

Voucherify

FRAUD PROVIDER

Fintecture
Riskifiled
Sift
Signifyd

OPEN BANKING

Banked
Bridge
Fintecture
Neonomics
Plaid
Trilo
Volt
Vyne

TAX

Avalara
Taxjar
Alerts
Capture
Checkout Optimisation
Communication
Financial Planning
Fraud Prevention
Increase Auth Rates
Mitigate Processor Downtime
Moderate Disputes And Refunds
New Market Expansion
Operations Management
Orchestration
Reduce Declines
Reduce Payment Fees
Reporting
Support Multiple Processors
Customer Support
Engineering
Finance
Fraud
Marketing
Operations
Payments

All

Popular

35 recipes found

Export Payment Data to External Data Warehouse

Capture transaction after fixed time

Notify me about Disputes that need a response

Triage inbound disputes - automatically refund or create support tickets

A/B test checkout methods to see what drives higher conversion

Localise your checkout to show the most relevant payment methods

Determine if 3rd party fraud reduces authorization rates through an A/B test

Determine if adding 3DS reduces authorization rates through an A/B Test

Maximize processor authorization rates through A/B Test

Generate a support ticket for failed high-value transactions

Retry failed transaction on default payment processor

Notify me when Paypal transaction requires manual review

Trigger 3DS based on a location to reduce chargebacks

Trigger 3DS if 3rd Party Fraud service suggests a risky transaction

If a high value transaction fails because of 3DS, notify internal user

Authorize and hold high-risk transactions to reduce fraud risk and refund costs

Only send high-value transactions to Fraud service

Decline high-risk transactions to reduce fraud and chargebacks

Update CRM after a successful payment

Automatically cancel payment when webhook trigger is received

Automatically refund payment when webhook trigger is received

Send customer message in real time when payment declines

Automatically send an email to the user when transaction disputed

When successful authorization, notify downstream system via webhook

Processor routing on multiple condition to increase auth and reduce costs

Notify Internal User About Failed Transactions

Notify internal users about newly opened disputes

Send customer payment confirmation email

Encourage users to use another payment method when payment declined

Automatically Receive Weekly Payment Reports

Route transactions based on currency to reduce costs and increase auth rates

Route transaction to best payment processor based on card condition

Increase auth rates by routing failed transactions to another payment processor

Capture transaction when you confirm a good sale through API call

Capture transaction when you confirm a good sale through webhook