RetailCRM automations — Finance

Ready-made scenarios where RetailCRM works for you (finance): pick one — a copy appears in your account and runs on its own.

162 scenarios

New emails in gmail — Updating orders in Retail Crm
New contacts in pipedrive — Customers in Retail Crm
Deleted payments in stripe — Running apis in Retail Crm
Starting soon: events in googleCalendar — Updating customers in Retail Crm
Updated orders in Acuity Scheduling — Running apis in Retail Crm
Updated folders in Google Drive — Updating orders in Retail Crm
New payments in Stripe — Orders in Retail Crm
New orders in Acuity Scheduling — Customers in Retail Crm
New companies in HubSpot — Orders in Retail Crm
New carts in shopify — Orders in Retail Crm
New subscriptions in Stripe — Orders in Retail Crm
Updated payments in Stripe — Running apis in Retail Crm
New messages in Telegram — Orders in Retail Crm
New orders in Acuity Scheduling — Orders in Retail Crm
New jobs in gitlab — Orders in Retail Crm
Updated tasks in clickUp — Updating customers in Retail Crm
New leads in Copper — Orders in Retail Crm
New forms in netlify — Orders in Retail Crm
Updated deals in Pipedrive — Orders in Retail Crm
Updated accounts in salesforce — Updating customers in Retail Crm
New subscribers in Mailchimp — Orders in Retail Crm
Updated sessions in stripe — Customers in Retail Crm
Updated tasks in clickUp — Updating orders in Retail Crm
New notifications in SurveyMonkey — Orders in Retail Crm
Updated deals in Pipedrive — Updating orders in Retail Crm
On a schedule — Updating orders in Retail Crm
New orders in GitHub — Finding orders in Retail Crm
Updated files in Google Drive — Customers in Retail Crm
New files in Google Drive — Orders in Retail Crm
New transactions in Chargebee — Orders in Retail Crm
On a schedule — Finding orders in Retail Crm
On a schedule — Orders in Retail Crm
Updated sessions in stripe — Orders in Retail Crm
New memberships in github — Updating customers in Retail Crm
Starting soon: events in microsoftOutlook — Orders in Retail Crm
New emails in gmail — Orders in Retail Crm
Updated contacts in hubspot — Orders in Retail Crm
New time entries in Clockify — Running apis in Retail Crm
New form responses in JotForm — Orders in Retail Crm
New spreadsheets in googleSheets — Orders in Retail Crm
Found: form responses in wufoo — Orders in Retail Crm
New projects in Asana — Customers in Retail Crm
Updated payments in Stripe — Customers in Retail Crm
Updated sessions in stripe — Running apis in Retail Crm
New products in Gumroad — Orders in Retail Crm
New companies in HubSpot — Updating orders in Retail Crm
New engagements in hubspot — Orders in Retail Crm
Updated cards in Trello — Orders in Retail Crm
Updated sessions in stripe — Updating orders in Retail Crm
Cancelled: subscriptions in chargebee — Running apis in Retail Crm
New orders in Shopify — Running apis in Retail Crm
Updated sessions in stripe — Updating customers in Retail Crm
New deals in pipedrive — Orders in Retail Crm
Updated orders in Acuity Scheduling — Orders in Retail Crm
Check-in: attendees in eventbrite — Customers in Retail Crm
New sales in gumroad — Orders in Retail Crm
New records in Google Sheets — Orders in Retail Crm
New fields in affinity — Orders in Retail Crm
New cards in Trello — Orders in Retail Crm
New conversations in Gmail — Orders in Retail Crm
Updated pages in Notion — Orders in Retail Crm
New memberships in github — Orders in Retail Crm
New orders in Eventbrite — Updating customers in Retail Crm
New Stripe customers and payments — into Retail Crm
Updated transactions in Chargebee — Orders in Retail Crm
New subscriptions in Stripe — Updating customers in Retail Crm
New bookings in Acuity Scheduling — Updating customers in Retail Crm
Updated fields in Salesforce — Orders in Retail Crm
New subscriptions in WooCommerce — Running apis in Retail Crm
Deleted subscriptions in Stripe — Running apis in Retail Crm
New tasks in Asana — Updating customers in Retail Crm
New comments in Notion — Orders in Retail Crm
New customers in Retail Crm — Customers in Retail Crm
New activities in pipedrive — Orders in Retail Crm
Starting soon: events in acuityScheduling — Customers in Retail Crm
Deleted subscriptions in Stripe — Updating customers in Retail Crm
Deleted subscriptions in Stripe — Customers in Retail Crm
Updated companies in Copper — Orders in Retail Crm
New messages in slack — Orders in Retail Crm
Updated tasks in Onfleet — Updating customers in Retail Crm
New projects in GitHub — Orders in Retail Crm
New contacts in pipedrive — Orders in Retail Crm
New urls in Stripe — Orders in Retail Crm
Updated payments in Chargebee — Orders in Retail Crm
New push notifications in customerIo — Orders in Retail Crm
New members in Microsoft Teams — Orders in Retail Crm
New invoices in xero — Running apis in Retail Crm
New orders in Retail Crm — Orders in Cdek
New orders in Retail Crm — Notes in Salesforce
Found: payments in Xero — Updating customers in Retail Crm
New tags in intercom — Orders in Retail Crm
New team members in bambooHr — Running apis in Retail Crm
New contacts in Autopilot — Subscribers in Mailchimp — variant 3
New contacts in activeCampaign — Updating orders in Retail Crm
New messages in discord — Customers in Retail Crm
Updated records in microsoftExcel — Orders in Retail Crm
Updated invoices in xero — Updating orders in Retail Crm
New records in googleSheets — Orders in Retail Crm
New records in One C — Orders in Retail Crm
New transactions in xero — Customers in Retail Crm