Plataformas de pagos y fintech
Plataformas de pagos y fintech: plantillas de automatización, página 12
320 flujos de trabajo listos para usar en Plataformas de pagos y fintech. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Telegram, Microsoft Teams y WhatsApp.
Automated Santander Flagged Transaction Handoff
WebRun flags Santander transactions above your threshold, saves the flagged list to Google Drive, and texts your finance lead through Twilio.
Automated Revolut Multi Currency Balance Digest
Every morning, WebRun checks balances across your Revolut currency accounts, posts the digest to Microsoft Teams, and flags a top up reminder on Google Calendar if one is low.
Automated Remitly Pending Transfer Tracking
WebRun checks Remitly for transfers still in pending or processing, creates a Trello card for anything over a day old, and posts the list to Microsoft Teams.
Automated RBC Royal Bank Renewal Reminders
WebRun checks RBC Royal Bank for upcoming business credit line and term deposit renewal dates, posts the list to Telegram, and texts you as the date nears.
Automated Razorpay Settlement Reconciliation
WebRun matches each Razorpay settlement batch against your order log in Google Sheets and drafts a Gmail note on any mismatch.
Automated PhonePe Transaction Volume Scorecard
Every Monday, WebRun pulls the week's PhonePe transaction volume and settlement totals, logs the numbers in Airtable, and drafts a summary for the owner in Gmail.
Automated Paytm Failed Transaction Rate Alerts
WebRun checks today's Paytm failed transaction rate, posts the numbers to Slack, and pings Telegram if it crosses your threshold.
Automated Paystack Settlement Digest
Every morning, WebRun checks Paystack for the prior day's transactions and settlement status, logs the day's card in Trello, and sends the digest on WhatsApp.
Automated Payoneer Withdrawal Delay Alerts
WebRun checks the status of pending Payoneer withdrawals, logs expected arrival dates in Google Calendar, and messages you on WhatsApp if one is delayed.
Automated Paddle Subscription Revenue Scorecard
Every Monday, WebRun pulls the week's Paddle revenue, renewals, and failed payments, archives the report to Google Drive, and posts the scorecard to Slack.
Automated Nubank Pending Transfer Tracking
WebRun checks Nubank for transfers still pending, logs days pending in Airtable, and flags the stale ones as a task in Notion.
Automated NatWest Account Setup Tracking
WebRun checks which NatWest business account onboarding steps are still open, logs status in Google Sheets, and posts the checklist for the team in Notion.
Automated NAB Flagged Transaction Handoff
WebRun flags NAB transactions that need a closer look, saves the flagged list to Google Drive, and texts your bookkeeper through Twilio.
Automated N26 Card Expiry Reminders
WebRun checks N26 for card expiry dates and scheduled payment renewals, adds a reminder to Google Calendar, and posts a heads up to Microsoft Teams.
Automated Monzo Daily Spending Digest
Every morning, WebRun checks your Monzo balance and yesterday's spending by category, logs the day's card in Trello, and posts the digest to Microsoft Teams.
Automated MoneyGram Failed Transfer Alerts
WebRun checks the status of every MoneyGram transfer sent today, posts any failed or flagged ones to Telegram, and texts you through Twilio if one needs attention.
Automated Mollie Payout Reconciliation
WebRun matches each Mollie payout batch against your order log in Google Sheets and drafts a Gmail note for accounting on any mismatch.
Automated Mercury Cash Position Scorecard
Every Monday, WebRun pulls the week's Mercury balance and spend, logs the numbers in Airtable alongside prior weeks, and drafts a scorecard email for the founders.
Automated Mercado Pago Sales and Payout Digest
Every morning, WebRun checks Mercado Pago for the prior day's sales and payout status, posts the digest to Slack, and pings Telegram if a payout is delayed.
Automated Lloyds Bank Transaction Alerts
WebRun scans Lloyds Bank transactions against your threshold, creates a Trello card for anything flagged, and messages you right away on WhatsApp.
Automated Lemon Squeezy Revenue Scorecard
Every Monday, WebRun pulls the week's Lemon Squeezy subscriptions, renewals, and cancellations, logs the review on Google Calendar, and sends you the scorecard on WhatsApp.
Automated Klarna Settlement Digest
Every morning, WebRun checks Klarna for the prior day's orders and settlement status, archives the report to Google Drive, and posts a digest to Slack.
Automated Itaú Pending Payment Tracking
WebRun checks Itaú for payments still pending confirmation, logs days pending in Airtable, and flags the stale ones as a task in Notion.
Automated ING Invoice Payment Reconciliation
WebRun matches incoming ING payments against your open invoice list in Google Sheets and logs any invoice still unmatched as a task in Notion.
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