Cacheflow + Gmail + Filter by Zapier + Formatter by Zapier

Send Slack channel messages and emails via Gmail for new failed transaction events in Cacheflow

When there is a failed or declined credit card transaction in Cacheflow, this Zap will enable you to stay effortlessly responsive. Set it up to automatically send a channel message in Slack and an email notification via Gmail to the prospective client. This allows for quick response to diagnose and address your payment issues.

When this happens...
Transaction Event
Triggers when a transaction is created or updated.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Get Invoice Information
Gets information for a specific invoice.
ActionSearch
then do this...
Get Subscription Information
Gets Subscription Information for a specific Subscription.
ActionSearch
then do this...
Get Customer Information
Gets information for a customer
ActionSearch
then do this...
Get Transaction Information
Gets information for a specific transaction.
ActionSearch
then do this...
ActionWrite
then do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

Start free with email

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Start free with email

Start free with Google

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Supported triggers and actions

Subscription Event
Triggers when a Subscription is created or updated.
Trigger
Instant
Try It
Transaction Event
Triggers when a transaction is created or updated.
Trigger
Instant
Try It
- Usage QuantityRequired
- Billing Item IDRequired
- Product IDRequired
Action
Write
- Billing Schedule IDRequired
Action
Search
- Product IDRequired
Action
Search

- Subscription IdRequired
Action
Search
- Customer IDRequired
Action
Search

- Only continue if...Required
Action
Filter
- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

Proposal Event
Triggers when a proposal is created or updated.
Trigger
Instant
Try It
- Customer
- Proposal NameRequired
- Order Number
- Proposal Number
- Seller Email
- Start Date Same as Signing Date
- Show TCV on Proposal?
- Require Signing?
- Hide Discounts on Proposal?
- Currency Code
- Term Type
- Term Length Qty
- Proposal Expiration Date
- Product ID
- Custom Terms
- Payment Plan
- Attachment ID
Action
Write
- Subscription IDRequired
- Subscription Status
Action
Write
- Invoice IDRequired
Action
Search
- Proposal IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Customer IDRequired
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

About Cacheflow

Cacheflow is a CPQ and subscription management platform that streamlines sales processes and simplifies subscription management.

Related categories

Proposal & Invoice Management

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Related categories

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

Cacheflow + Gmail + Filter by Zapier + Formatter by Zapier

Send Slack channel messages and emails via Gmail for new failed transaction events in Cacheflow

Subscription Event

Transaction Event

Update Usage

Get Billing Schedules for Subscription

Get Product Information

Get Subscription Information

Get Contacts for Customer

Only continue if...

Numbers

Utilities

New Label

New Email

New Starred Email

Add Label to Email

Create Draft

Create Label

Remove Label From Email

Find Email

Proposal Event

Create Proposal

Update Subscription Status

Get Invoice Information

Get Proposal Information

Get Transaction Information

Get Customer Information

Date / Time

Text

New Attachment

New Labeled Email

New Email Matching Search

New Thread

Delete Email

Create Draft Reply

Send Email

Reply to Email

Find or Send Email

About Cacheflow

Related categories

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About Filter by Zapier

Related categories

About Formatter by Zapier

Related categories