
When this happens...
New Bar Appears on Roadmap
Roadmap Is Updated
Roadmap Bar Is Updated

Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Bar Appears on Roadmap
Runs when roadmap is updated
Runs when roadmap bar is updated
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.
Action is the task that follows automatically within your ProductPlan integrations.
Add a new bar to your roadmap.
Get all bars for a roadmap.
Update a roadmap bar by ID.
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.

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To start, connect both your ProductPlan and Pinch Payments accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in Pinch Payments (or vice versa).
Absolutely. You can customize how ProductPlan data is recorded in Pinch Payments. This includes choosing which data fields go into which fields of Pinch Payments, setting up custom formats, and filtering out unwanted information.
The data sync between ProductPlan and Pinch Payments 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 ProductPlan and Pinch Payments. 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.
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
Learn MorePinch 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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