Zapier Templates¶
Ready-made Zap templates help you get started quickly. Below are popular use cases — contact us for live demonstrations and custom workflow ideas.
Popular Use Cases¶
Payments → CRM Automatically update a customer record in your CRM when a payment is received.
Payments → Email Send a personalised confirmation email to the customer as soon as a payment is completed.
Payments → Accounting Push transaction data to your accounting software (e.g. Xero, QuickBooks) on every successful payment.
Payments → Slack Notify your team in a Slack channel whenever a new payment comes in.
Payments → Google Sheets Log each payment to a Google Sheet for reporting and reconciliation.
Getting Started¶
- Log in to Zapier or create an account.
- Go to My Apps → Add Connection → search for SecPaid.
- Authorise your SecPaid account.
- Create a new Zap and select SecPaid as the trigger or action app.
For demonstrations or help building custom workflows, reach out to compute@spacepitch.org.
"Integrating SecPaid with Zapier has been a game-changer for us. We've automated our entire payment process from end to end, which has saved countless hours and allowed us to provide a better experience for our customers." — Marius, SecPaid customer