
When this happens...
New Payer
New Subscription
New Payment
Payer Updated
New Payment Scheduled
Subscription Cancelled
Bank Results Received
Realtime Payment Event
Subscription Complete Event
New Transfer
New Refund
Refund Updated
Compliance Updated
New Dispute
Dispute Updated
Merchant Updated
Merchant Compliance Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new payer created in Pinch Payments.
Triggered when a new subscription is created in Pinch Payments.
Triggered when a new payment is created in Pinch Payments.
Triggered when a payer is updated in Pinch Payments.
Triggered when a new payment scheduled is created in Pinch Payments.
Triggered when a subscription is cancelled in Pinch Payments.
Action is the task that follows automatically within your Pinch Payments integrations.
Create or update a scheduled payment for a payer.
Add a payment source (e.g., bank account or credit card) to a payer.
Create or update a payer in the Pinch Payments system.
Create a subscription between a payer and a plan.
Find a subscription using the Subscription ID.
Create a real-time payment against a credit card or bank account.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Pinch Payments and SignDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Pinch Payments triggers actions in SignDesk (or vice versa).
Absolutely. You can customize how Pinch Payments data is recorded in SignDesk. This includes choosing which data fields go into which fields of SignDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Pinch Payments and SignDesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Pinch Payments and SignDesk. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Pinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn MoreSignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
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