Browse templates

 templates live

Sort by


Email on Successful Payment

Send an email on successful payment

Resolve CRM Ticket

Resolve a CRM ticket after resolving a payment issue.

Add Comment to Ticket

Add a comment to CRM ticket from a payment or payment issue.

Possible Fraud Alert

Send an email when a suspicious transaction is detected.

Create CRM User for New Customer

Create a new CRM user for new customer.

Email on Declined Payment for Loyal Customer

Send an email to loyal customers offering credit when their payment is declined.

Email on Declined Payment for Unknown Reason

Send an email with alternative payment methods for declined payment

Refund Payment from CRM Ticket

Automatically start a basic refund approval flow from a CRM ticket.

Weekly Payment Report

A report generated from a payment view and sent out weekly.