IntegrationsPinch PaymentsWealthsimple
Pinch Payments + Wealthsimple

Connect Pinch Payments and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Pinch Payments

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of Pinch Payments and Wealthsimple

Enable Integrations or automations with these events of Pinch Payments and Wealthsimple

Triggers

New Payer

New Payer

Triggered when a new payer created in Pinch Payments.

New Subscription

New Subscription

Triggered when a new subscription is created in Pinch Payments.

New Payment

New Payment

Triggered when a new payment is created in Pinch Payments.

Payer Updated

Payer Updated

Triggered when a payer is updated in Pinch Payments.

New Payment Scheduled

New Payment Scheduled

Triggered when a new payment scheduled is created in Pinch Payments.

Subscription Cancelled

Subscription Cancelled

Triggered when a subscription is cancelled in Pinch Payments.

Actions

Create or Update Scheduled Payment

Create or Update Scheduled Payment

Create or update a scheduled payment for a payer.

Add a Source to a Payer

Add a Source to a Payer

Add a payment source (e.g., bank account or credit card) to a payer.

Create or Update Payer

Create or Update Payer

Create or update a payer in the Pinch Payments system.

Add a Subscription

Add a Subscription

Create a subscription between a payer and a plan.

Find a Subscription

Find a Subscription

Find a subscription using the Subscription ID.

Create Realtime Payment

Create Realtime Payment

Create a real-time payment against a credit card or bank account.

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Frequently Asked Questions

How do I start an integration between Pinch Payments and Wealthsimple?

To start, connect both your Pinch Payments and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Pinch Payments triggers actions in Wealthsimple (or vice versa).

Can we customize how data from Pinch Payments is recorded in Wealthsimple?

Absolutely. You can customize how Pinch Payments data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pinch Payments and Wealthsimple?

The data sync between Pinch Payments and Wealthsimple typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pinch Payments to Wealthsimple?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pinch Payments and Wealthsimple?

Yes, you can set conditional logic to control the flow of data between Pinch Payments and Wealthsimple. 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

About Pinch Payments

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.

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Wealthsimple

About Wealthsimple

Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.

Learn More