Payments & fintech platforms
Payments & fintech platforms automation templates, page 6
320 ready-made workflows for Payments & fintech platforms. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Telegram, Microsoft Teams and WhatsApp.
Automated PayPal Zettle Daily Sales Digest
Every night, WebRun checks PayPal Zettle for the day's card sales, saves the Z report to Google Drive, and posts a summary to Slack.
Automated Zelle Large Payment Alerts
Every hour, WebRun checks your Zelle activity for incoming payments over the amount you set, adds a review reminder to Google Calendar, and messages you on WhatsApp.
Automated Yodlee Connection Health Monitoring
Every morning, WebRun checks Yodlee linked account connections, logs broken ones to Google Sheets, and updates a Notion status page for the team.
Automated YNAB Weekly Overspending Summary
Every Monday, WebRun checks your YNAB categories, texts a summary of anything overspent, and saves a snapshot of every balance to Google Drive.
Automated Xoom Transfer Receipt Archiving
Every morning, WebRun checks Xoom for transfers sent since the last run, archives each receipt to Google Drive, and posts a status digest to Slack.
Automated Xendit Payment Reconciliation
Every night, WebRun matches Xendit payments to your orders, schedules a recheck for anything unmatched, and reports the summary to Microsoft Teams.
Automated WorldRemit Stale Transfer Tracking
Every Monday, WebRun flags WorldRemit contractor transfers pending more than 2 days, logs them to Trello, and reports the chase list in Microsoft Teams.
Automated Worldpay Chargeback Alerts
Every morning, WebRun checks Worldpay for new chargebacks and disputes, logs each one to Airtable with its deadline, and posts an alert to Notion.
Automated Worldline Decline Rate Alerts
Every hour, WebRun checks your Worldline decline rate against baseline, posts updates to Telegram, and texts on-call only for a genuine spike.
Automated WorldFirst Weekly FX Summary
Every Monday, WebRun logs your WorldFirst currency transfers and conversion rates to Google Sheets and emails finance a summary.
Automated Wise Transfer Fee Tracking
Every Monday, WebRun checks last week's Wise transfers for the exchange rate and fee on each, exports the detail to Google Sheets, and posts a summary to Notion.
Automated Westpac Business Balance Digest
Every morning, WebRun checks your Westpac business balance and yesterday's transactions, archives a snapshot to Google Drive, and texts you a digest through Twilio.
Automated Western Union Transfer Status Alerts
Every hour, WebRun checks the status of your pending Western Union transfers, adds a follow up reminder to Google Calendar for anything delayed, and posts a status alert to Microsoft Teams.
Automated Wells Fargo Transaction Reconciliation
Every morning, WebRun checks new Wells Fargo business transactions against your Trello expense board, creates a card for anything not yet logged, and posts the reconciliation summary to Microsoft Teams.
Automated Wave Mobile Money Daily Digest
Every night, WebRun logs your Wave mobile money transactions to Airtable and emails the shop owner a digest of the day's totals.
Automated Viva Wallet Payment Reconciliation
Every night, WebRun matches Viva Wallet transactions to your orders, posts the reconciliation summary to Slack, and escalates failed payments in Telegram.
Automated Verifone Daily Settlement Digest
Every night, WebRun checks every Verifone terminal's batch status, logs unclosed ones to Trello, and sends your manager a WhatsApp settlement summary.
Automated Venmo Unpaid Request Chasing
Every Monday, WebRun checks Venmo for money requests still unpaid after a week, posts the chase list to Telegram, and drafts a reminder text through Twilio for you to review and send.
Automated Varo Bank Savings Goal Scorecard
Every Monday, WebRun checks your Varo Bank balance and savings goal progress, sends a scorecard to WhatsApp, and schedules a check-in for any goal falling behind.
Automated US Bank Balance and Transaction Alerts
Every hour, WebRun checks your US Bank business account, alerts Slack if the balance dips or a transaction is unusually large, and saves a log to Google Drive.
Automated Upstart Weekly Funnel Scorecard
Every Monday, WebRun logs your Upstart loan applications, approvals, and fundings to Airtable and publishes a week over week scorecard in Notion.
Automated PagSeguro Dispute Handoff
WebRun scans PagSeguro for new chargebacks and disputes, logs each one to Airtable, and creates a Notion handoff page for whoever handles them.
Automated UOB Weekly Cash Summary
Every Monday, WebRun exports your UOB business transactions to Google Sheets and posts a short cash summary to Notion for your leadership team.
Automated UBS Portfolio Value Export
Every Monday, WebRun checks your UBS portfolio value and holdings, exports a summary row to Google Sheets, and emails you the week's snapshot.
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