Connect Pinch Payments and webCRM
Integrate Pinch Payments with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Scheduled Payment in Pinch Payments when New Activity Is Created in webCRM
Add a Source to a Payer in Pinch when New Activity Is Created in webCRM
Create or Update Payer in Pinch when New Activity Is Created in webCRM
Add a Subscription to Pinch when New Activity Is Created in webCRM
Find a Subscription in Pinch when New Activity Is Created in webCRM
Popular Pinch Payments + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Pinch Payments
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
Choose an action
webCRM
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Create or Update Scheduled Payment in Pinch Payments when New Activity Is Created in webCRM
Use this flowAdd a Source to a Payer in Pinch when New Activity Is Created in webCRM
Use this flowCreate or Update Payer in Pinch when New Activity Is Created in webCRM
Use this flowAdd a Subscription to Pinch when New Activity Is Created in webCRM
Use this flowFind a Subscription in Pinch when New Activity Is Created in webCRM
Use this flowCreate Realtime Payment with Pinch Payments when New Activity Is Created in webCRM
Use this flowFind an Event in Pinch when New Activity Is Created in webCRM
Use this flowFind Payer in Pinch when New Activity Is Created in webCRM
Use this flowCreate or Update Scheduled Payment in Pinch Payments when New Delivery in webCRM
Use this flowAdd a Source to a Payer in Pinch when New Delivery in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between Pinch Payments and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Payer
Triggered when a new payer created in Pinch Payments.
New Subscription
Triggered when a new subscription is created in Pinch Payments.
New Payment
Triggered when a new payment is created in Pinch Payments.
Payer Updated
Triggered when a payer is updated in Pinch Payments.
New Payment Scheduled
Triggered when a new payment scheduled is created in Pinch Payments.
Subscription Cancelled
Triggered when a subscription is cancelled in Pinch Payments.
Do thisActions
Action is the task that follows automatically within your Pinch Payments integrations.
Create or Update Scheduled Payment
Create or update a scheduled payment for 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 a payer in the Pinch Payments system.
Add a Subscription
Create a subscription between a payer and a plan.
Find a Subscription
Find a subscription using the Subscription ID.
Create Realtime Payment
Create a real-time payment against a credit card or bank account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pinch Payments and webCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pinch Payments and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach webCRM. No coding required.
Yes. You can set up a workflow where Pinch Payments triggers actions in webCRM, and a separate workflow where webCRM triggers actions in Pinch Payments. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pinch Payments and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pinch Payments and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
