Paythen + Microsoft Excel
Paythen works with Microsoft Excel to supercharge your workflow. You can send customer data from Paythen to Microsoft Excel using Zapier. Below is some more info regarding this integration.
When this happens in Paythen
Zapier trigger step
When a customer is created in your Paythen account, send customer data including standard fields like the name, email, plan data like the plan name, expected vs. collected amounts, the customer summary link, and even custom field data. If the same customer signs up to multiple plans, each sign up is treated like a new customer.
Triggers each time there is a new payment in your Paythen account.
Failed payment attempt
Triggers each time a scheduled payment fails. Applicable to payment plans and subscriptions.
Customer status changes
Triggers when a customer’s status changes to completed or cancelled.
Do this in Microsoft Excel
Zapier action step
What is Zapier?
Zapier lets anyone send data from one app into over 3,000 other apps, automatically and with no code. It lets you automate repetive tasks in seconds. We’ve been using Zapier for many years. It lets us spend our time on more important things – like improving Paythen for you 🙂