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.