How PayJunction’s Integration with Zapier Drives Workplace Efficiencies

Automation has come a long way since Apple coined “There’s an App for that” in 2009. As of January 2025, over 1.8 million apps were available on the Apple App Store. Software as a service, or SaaS in the tech industry, has become a cornerstone technology for businesses and consumers worldwide. As of 2024, approximately 17,000 SaaS companies were operating in the USA.

There’s no doubt that automation boosts productivity across businesses of all types and sizes. In a study analyzing employee attitudes about automation in the workplace, 86% of respondents said it makes employees more efficient, and 78% said it frees up time to spend on the interesting aspects of their job.

One key to efficiency is automating workflows by connecting disparate apps. Integration eliminates time and errors associated with manual finance, operations, support, and marketing processes. 

This article explores the value of integrating PayJunction with Zapier, the leader in easy, no-code automation. Zapier helps businesses automate workflows and move data across 7,000+ apps.

Zapier and PayJunction Basics

PayJunction has pre-populated everyday events within Zapier, called “triggers,” to initiate one or more events, called “actions,” in another app. The automated workflow is called a “Zap,” and staff can configure it in minutes. Zaps can be initiated based on a trigger within PayJunction, or another app can initiate an action for PayJunction to perform. 

Common triggers initiated by PayJunction include:

• New Transaction
• New Deposit
• New Failed Payment
• New Invoice
• New Settlement
• New Smart Terminal Status Update

Common actions initiated in PayJunction for other apps to perform include:

• Send an email or text notification based on filters (e.g., invoice created, transaction size, new customer detected, declined transaction)
• Create an alert in Slack for individuals or teams
• Record a sale in Google Sheets or accounting software like Quickbooks or Xero
• Create a new customer contact card in MailChimp, Hubspot, or other CRM
• Send the customer a thank-you email or survey link
• Invite customers to write a review

Common triggers initiated by PayJunction include:

• Create/Update Customer Contact Information
• Create an Invoice
• Retrieve a Receipt
• Create a Recurring Payment
• Add Level 3 purchase data to a transaction

Configuring a Zap eliminates the need for developers to write code using traditional Application Programming Interfaces (APIs) or Software Development Kits (SDKs). Users simply map workflows using an intuitive, no-code point-and-click interface to identify the receiving app, apply filters, and define actions. Zaps are the perfect solution for performing routine, mundane, or repetitive tasks, especially those that don’t require human intervention or those at risk for manual keying errors.

Three Leading Tasks to Automate Payments and Billing

Zapier interfaces with over 7,000 apps, so the opportunities are endless. A Zap is an automated workflow that connects your apps and services. Each Zap consists of a trigger and one or more actions. When you activate a Zap, the steps run every time the trigger event occurs. 

To make integrations even easier, PayJunction has created templates for common workflows like populating a Google Sheet with transaction details or syncing deposit details into Xero or QuickBooks Online to get your automation up and running in minutes.

1. Data Transfer and Sharing

Eliminate the need for staff to manually update multiple software apps and portals by using Zapier to automate workflows. You’ll boost productivity, eliminate errors, and gain valuable insights to drive success.

Record Sales in a Spreadsheet: Automatically logging all invoices and payments into a spreadsheet like Google Sheets or Microsoft Excel provides staff with the relevant data you need in one place, formatted just the way you want. You can even upload .CSV files to accounting platforms.

Accounting System Updates: Copying and pasting customer contact information and invoice details between apps is inefficient and prone to errors, which prevents accurate bookkeeping. Use Zaps to automate workflows between PayJunction and accounting platforms such as Quickbooks and Xero. Reconciliation is simplified, freeing staff to focus on strategic or customer-facing initiatives.

Invoice Details: Companies that do business with other businesses (B2B) or government agencies (B2G) can qualify for lower interchange rates from the card brands by transmitting line-item purchase details, known as Level 3 processing, with transaction authorization requests. Set up a Zap in an app like Zoho Invoice to provide PayJunction with Level 3 transaction data for any new invoice and watch the savings pile up!

Appointments and Scheduling: Share customer details with PayJunction when a new customer books an appointment using apps like Calendly, BookingKoala, and Schedule by Zapier. At the same time, set up recurring payments to remove a point of friction.

Add Customer Contacts to CRM Systems: Create a Zap to transfer new client information from PayJuntion to marketing systems like HubSpot or MailChimp. Then, use Zapier to automatically move information in and out of the those systems to trigger tasks like sending emails, creating online spreadsheets, and registering clients for events.

2. Staff Notifications

Push notifications quickly verify when a task is complete and alert recipients to any necessary actions. They eliminate the need for staff to log into a portal to check the status of ordinary, repetitive tasks. Businesses can create Zaps to automate workflows that send data and messages between PayJunction and Slack, Outlook, Gmail, or SMS by Zapier.

Deposit Confirmations: Cash flow is the lifeblood of many businesses and is necessary for inventory, payroll, taxes, supplies, and more. Use Zapier to send your bookkeeper an email or text notification when a day’s proceeds from payment processing hit your bank account. 

Failed Transactions: Many businesses set up recurring payments in PayJunction to automatically charge a customer’s credit card based on an agreed-upon schedule. PayJunction uses tokenization to securely store credit card details in customer records. Transactions can fail if the card on file has expired or has been replaced with a new account number. Set up a Zap in Slack or an email app to alert staff so they can quickly contact customers and update card details.

Pending Invoice Payments: PayJunction makes it easy for staff to create a digital invoice and email or text it to customers. If an invoice is pending payment after a specified period, alert staff so they can contact customers for payment.

Customer Appreciation: Notify a manager or business owner when a high-ticket purchase is completed so they can contact the customer to personally thank them for their business and ensure they are happy with the service received.

3. Customer Notification and Feedback Requests

Building relationships with customers is key to future purchases and referrals. Many businesses use communications and marketing programs to drive engagement, measure satisfaction, and keep customers informed about special events and promotions.

Send a Thank You Email: Use a mail platform like MailChimp, Email by Zapier, or Gmail to send customers a thank-you email. Apply filters for invoice details, transaction size, or new/returning customers to select the appropriate template.

Send a Survey Seeking Feedback: Email, text, or WhatsApp customers a link to a survey by building a Zap workflow between PayJunction and SurveyMonkey or another survey platform.

Send a Request to Write a Business Review: Use a new transaction or customer trigger in PayJunction to create an invitation for customers to review your company on Trustpilot or another review site.

PayJunction and Zapier: Segment-specific Use Cases

As outlined above, businesses of all types and sizes can use Zapier to quickly and easily integrate PayJunction features with leading software platforms. No-code integration eliminates the need to hire software developers to code to traditional APIs.

Zapier works whether you use PayJunction’s Virtual Terminal or our industry-leading No-code Payments Integration^Ⓡ to initiate payments within your primary SaaS business software. 

Here’s a table of examples for three types of businesses that commonly choose PayJunction as their processor.