Plataformas de pagos y fintech
Plataformas de pagos y fintech: plantillas de automatización, página 13
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 ICICI Bank Beneficiary Setup Tracking
WebRun checks ICICI Bank for beneficiaries still pending verification, saves the confirmation to Google Drive once cleared, and texts the requester through Twilio.
Automated HSBC Transfer Review Handoff
WebRun flags large or international HSBC transfers, assigns the review to your finance teammate in Microsoft Teams, and blocks time for it on Google Calendar.
Automated HDFC Bank Deposit Maturity Tracking
WebRun checks HDFC Bank for upcoming fixed deposit and mandate renewal dates, creates a Trello card for each, and posts the list to Microsoft Teams.
Automated GoCardless Failed Payment Alerts
WebRun checks GoCardless for failed direct debit collections, posts the failed list to Telegram, and texts you through Twilio if failures spike.
Automated Flutterwave Settlement Digest
Every morning, WebRun checks Flutterwave for the prior day's transactions and settlement status, logs totals by currency in Google Sheets, and drafts a digest for the finance lead in Gmail.
Automated Equifax Credit Score Scorecard
Every Monday, WebRun checks Equifax for score changes and new inquiries, logs each week's numbers in Airtable, and drafts a summary email in Gmail.
Automated Discover Card Charge Alerts
WebRun scans your Discover card charges for anomalies, posts the flagged ones to Slack, and pings Telegram directly for the largest.
Automated Deutsche Bank Wire Transfer Tracking
WebRun pulls the day's Deutsche Bank wire transfers, creates a Trello card to track each through completion, and notifies WhatsApp once a wire clears.
Automated DBS Bank Cash Flow Scorecard
Every Monday, WebRun pulls the week's DBS Bank inflows and outflows, logs the numbers in your Google Calendar finance review, and sends you the summary on WhatsApp.
Automated Credit Karma Dispute Status Tracking
WebRun checks the status of every open Credit Karma report dispute, saves the latest report snapshot to Google Drive, and posts an update to Slack whenever a status changes.
Automated SAP Concur Overdue Expense Report Chasing
WebRun finds SAP Concur expense reports still in draft past the deadline, logs who's overdue in Google Sheets, and assigns a reminder task per employee in Notion.
Automated Commonwealth Bank Setup Tracking
WebRun checks which Commonwealth Bank account setup steps are still open, logs status in Airtable, and posts the checklist for the team in Notion.
Automated Citi Statement Reconciliation
WebRun pulls the latest Citi statement lines, matches them against your bookkeeping export in Google Sheets, and logs every discrepancy as a task in Notion.
Automated CIBC Large Transaction Alerts
WebRun scans CIBC for transactions above your threshold, saves the flagged list to Google Drive, and texts you the same day through Twilio.
Automated Chime Daily Balance Digest
Every morning, WebRun checks your Chime balance and new transactions, posts the digest to Microsoft Teams, and adds a calendar reminder if a bill is coming due.
Automated Checkout.com Risk Review Handoff
WebRun finds Checkout.com transactions flagged high risk, creates a Trello review card for each, and notifies the compliance channel in Microsoft Teams.
Automated Chase Card and Authorization Expiry Alerts
WebRun checks Chase for upcoming business card expiry dates and recurring payment authorizations, posts the list to Telegram, and texts you as the date nears.
Automated Cash App for Business Sales Scorecard
Every Monday, WebRun pulls the week's Cash App for Business payments, logs totals and refunds in Google Sheets, and drafts a Gmail summary for the owner.
Automated Capital One Dispute Tracking
WebRun checks the status of every open Capital One card dispute, logs days open in Airtable, and drafts a Gmail follow up for anything gone stale.
Automated Bradesco Payee Setup Tracking
WebRun verifies a new Bradesco payee's registered banking details, posts the checklist status to Slack, and pings Telegram once the payee is ready to pay.
Automated BNP Paribas Invoice Reconciliation
WebRun matches your BNP Paribas account transactions against open invoices, creates a Trello card for every unmatched line, and messages your bookkeeper on WhatsApp.
Automated BMO Low Balance Alerts
WebRun checks your BMO business balance and recent withdrawals, adds a top up reminder to Google Calendar when it dips, and messages you the same day on WhatsApp.
Automated Bluevine Daily Balance Digest
Every morning, WebRun checks your Bluevine balance and new deposits, saves a daily statement snapshot to Google Drive, and posts the digest to Slack.
Automated Barclays Flagged Transaction Handoff
WebRun flags Barclays transactions above your threshold, logs each one in Airtable, and assigns a review task to the teammate on call in Notion.
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