Payments & fintech platforms
Payments & fintech platforms automation templates
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.
Automatic RBC Low Balance Alerts for Teams
Every morning, WebRun reads your RBC account balance and scheduled payments, works out whether you drop below your floor, and posts the warning to Slack and Microsoft Teams.
Automated Razorpay Dispute Deadline Queue
Every morning, WebRun reads your open Razorpay disputes, orders them by respond-by date, and sends the queue to WhatsApp with a Telegram warning on anything due soon.
Automated PhonePe Pending Refund Tracking
Every morning, WebRun reads your PhonePe refunds, finds the ones still pending past your normal turnaround, posts the chase list to Microsoft Teams, and drafts the customer updates on WhatsApp for you to send.
Automated Paytm Settlement Reconciliation
Every morning, WebRun matches yesterday's Paytm settlement against the transactions and refunds behind it, posts the gap to Microsoft Teams, and books time to chase it.
Automated Paystack Dispute Deadline Tracking
Every morning, WebRun opens Paystack, ranks open disputes by response deadline, texts the owner through Twilio, and posts the missing evidence list to Telegram.
Automated Payoneer Payment Reconciliation
Every Monday, WebRun reads the payments that landed in Payoneer, matches each one to the invoice it pays in Airtable, and drafts a polite nudge for the clients still owing.
Automated Paddle Failed Payment Recovery
Every morning, WebRun finds the Paddle subscriptions with a failed payment, builds the recovery list in Notion with each customer's history, and opens a Trello card so someone owns the outreach today.
Automated Nubank Card Bill Tracking
Every morning, WebRun reads your Nubank card bill total, its closing and due dates and your remaining limit, sends the figures on WhatsApp, and keeps the running record in Telegram.
Automated NatWest Recurring Payment Reviews
Every Monday, WebRun reads your NatWest direct debits and standing orders, posts the week's scheduled outgoings to Slack, and flags any new mandate in Microsoft Teams.
Automated NAB Scheduled Payment Cover Check
Every Monday, WebRun totals the NAB payments and direct debits due this week against the balance covering them, messages you any shortfall on WhatsApp, and drafts a Gmail note.
Automated N26 Weekly Transaction Log
Every Monday, WebRun copies last week's N26 transactions into your Notion bookkeeping log, grouped by category, and raises a Trello card for anything it cannot place.
Automated Monzo Subscription Price Watch
Every Monday, WebRun compares your Monzo direct debits and recurring charges against last month, sends the price rises to Telegram, and diaries the next charge date.
Automated MoneyGram Transfer Record Keeping
Every night, WebRun reads your completed MoneyGram transfers, records the reference, fee, and exchange rate for each, and posts the running record to Microsoft Teams and WhatsApp.
Automated Mollie Chargeback Response Queue
Every morning, WebRun finds new Mollie chargebacks, pulls the original payment and days left to respond, and messages the queue to WhatsApp and Telegram.
Automated Mercury Payment Approval Queues
Every morning, WebRun lists the Mercury payments still waiting on a sign off, names the approver holding each one, writes the queue in Notion, and posts the cutoff risk to Microsoft Teams.
Automated Mercado Pago Dispute Deadlines
Every morning, WebRun lists your open Mercado Pago disputes, drafts the evidence reply in Gmail, and books each response deadline in Google Calendar.
Automated Lloyds Direct Debit Reviews
Every Monday, WebRun lists every Lloyds Bank direct debit and standing order with its amount and next payment date, and flags the ones that have crept up.
Automated Failed Payment Recovery
Every morning, WebRun finds Lemon Squeezy subscriptions with a failed payment, builds a recovery queue in Airtable, and drafts a Gmail note per customer for you to approve and send.
Automated Klarna Dispute Deadline Queue
Every morning, WebRun opens Klarna, lists open disputes and returns by response deadline, writes the queue into Notion, and puts the urgent ones on a Trello board.
Automated Plaid Link Conversion Reporting
Every Monday, WebRun reads your Plaid Link sessions, works out conversion by institution and the errors costing the most sessions, posts the funnel to Telegram, and files the fix list in Microsoft Teams.
Automated PayPal Failed Payment Recovery
Every morning, WebRun opens PayPal, finds recurring payments that failed overnight, drafts a note to each customer for approval, and books a retry check in Google Calendar.
Automated Itau Card Statement Countdowns
Every morning, WebRun reads each Itau card's closing and due dates, opens a Trello card as the deadline approaches, and messages you on WhatsApp while there is still time to schedule the payment.
Automated ING Direct Debit Reviews
Every Monday, WebRun lists the direct debits and standing orders on your ING account with their amounts and next dates, posts the review to Slack, and flags new or risen charges on WhatsApp.
Automated ICICI Fixed Deposit Reminders
Every morning, WebRun reads your ICICI Bank fixed deposits and their maturity dates, keeps the schedule in Notion, and sends a WhatsApp reminder before each one matures.
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