Zapier trigger: When a customer’s status changes
With our new “Customer Status Change” Zapier trigger, you can now set up precise workflows to suit your business process.
This trigger lets you send custom text messages, emails or update access in your other systems based on customer’s status cha...
Internal notes keep everyone on the same page
Add additional context about customers directly in Paythen to keep everyone on the same page or for your own reference with internal notes. Did a customer request a temporary pause? Some other special request? Cancelled and moved a customer to a n...
New Find Customer Zapier action allows for more automated workflows
If you use Paythen with your ecommerce store either via the email based flow (eg: for Shopify) or our plugin (like WooCommerce), the flow typically involves customers completing the checkout with the payment plan option chosen, and then either bei...
Find Plan Zapier action lets you find and send plan links automatically
If you use direct plan links in Paythen, our new “Find Plan” action gives you a way to automatically send your customers a link to an existing plan in your account based on changes and fields in your other systems. Eg: If a customer’s status in yo...