Templates: Hit the ground running with pre-built Workflows.
Discover popular templates by use case
Provide your team real-time notifications of new orders
Operational efficiency
Provide shipment tracking to your customers upon order creation
Provide shipment tracking to your customers upon order creation
Shipping & returns
Provide shipment tracking to your customers upon order creation
Shipping & returns
Route transactions based on currency
Payment orchestration
Alert your team about subscription cancellations
Customer loyalty
Alert your team about subscription cancellations
Customer loyalty
Operational efficiency
Send customers updates via MessageBird when order has been processed
Operational efficiency
Customer loyalty
Notify your team of high-value orders
Operational efficiency
Create an incident for failed payments while alerting other teammates
Payment orchestration
Operational efficiency
Create Onfido Smart Capture Link and send email via Postmark
Operational efficiency
Generate on-demand order upon successful transaction
Unsubscribe churned customers from a mailing list
Customer loyalty
Route authorizations based on currency
Payment orchestration
Route transactions to different processors based on card issuing country
Payment orchestration
Send your customers an email after successful orders
Operational efficiency
Send your customers an email after successful orders
Operational efficiency
Send your customers an email after successful orders
Operational efficiency
Flag high-value cancelled orders for investigation or tailored outreach
Customer loyalty
Operational efficiency
Set card payments to be captured automatically
Payment orchestration
Flag high-value transactions that have failed
Payment orchestration
Operational efficiency
Use an internal recommendation engine for a pre-auth check
Payment orchestration
Fetch processor recommendations from an internal service with the Web Requests app
Payment orchestration
Dictate when to challenge for 3D Secure
Payment orchestration
Create a support ticket to inquire about high-value cancelled orders
Operational efficiency
Add a gift for your most loyal customers
Customer loyalty
Deploy a rule to authorize only non-credit card transactions
Payment orchestration
Trigger an incident for high-value failed payments
Payment orchestration
Operational efficiency
Build a Merchant Initiated Transaction-specific authorization flow
Payment orchestration
Provide shipment information via email once available in Shippo
Send customers update via SMS when order has been processed
Customer loyalty
Vault cards with Auth-and-Cancel payment flow
Payment orchestration
Sync customer's contact details when new subscription is created
Customer loyalty
Operational efficiency
Add new subscribers to a mailing list
Customer loyalty
Operational efficiency
React to Onfido KYC result and capture/cancel accordingly
Payment orchestration
Notify the team of a new live chat message
Operational efficiency
Send customers updates via email when order has been processed
Operational efficiency
Customer loyalty
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