Fluid Pay + SignRequest Integration

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Fluid Pay + SignRequest Integration
1.
  • Fluid Pay
    Transaction is created in Fluid Pay

    Triggers the automation when a new transaction is created

    Instant
  • Fluid Pay
    Transaction is captured in Fluid Pay

    Triggers the automation when a new transaction occurs

    Instant
  • Fluid Pay
    Transaction is updated in Fluid Pay

    Triggers the automation when a transaction is updated

    Instant
  • Fluid Pay
    Transaction becomes void in Fluid Pay

    Triggers the automation when a transaction becomes void

    Instant
  • Fluid Pay
    Transaction is settled in Fluid Pay

    Triggers the automation when a transaction is settled

    Instant
  • SignRequest
    Document is signed in SignRequest

    Triggers the automation when a document is signed

    Instant
  • SignRequest
    Signee viewed the document in SignRequest

    Triggers the automation when a signer views the document

    Instant
  • SignRequest
    Document is declined in SignRequest

    Triggers the automation when a document is not approved

    Instant
2.
  • Fluid Pay
    Create invoice in Fluid Pay

    Generates invoices for sales transactions

  • Fluid Pay
    Update invoice in Fluid Pay

    Updates invoice details based on new information

  • Fluid Pay
    Search invoice in Fluid Pay

    Locates and retrieves invoices with

  • Fluid Pay
    Delete invoice in Fluid Pay

    Deletes selected invoice records

  • Fluid Pay
    Get invoice by id in Fluid Pay

    Retrieves a invoice using its id

  • Fluid Pay
    Create user in Fluid Pay

    Generates a new user account

  • Fluid Pay
    Create plan in Fluid Pay

    Generates a new plan based on user input

  • Fluid Pay
    Refund in Fluid Pay

    Processes a refund

  • Fluid Pay
    Create add-on in Fluid Pay

    Creates a new add-on

  • Fluid Pay
    Create discount in Fluid Pay

    Generates a new discount code for customers to use at checkout

  • Fluid Pay
    Search transaction in Fluid Pay

    Searches for a transaction

  • SignRequest
    Send sign request from template in SignRequest

    Sends a sign request using a template

  • SignRequest
    Send SignRequest in SignRequest

    Sends a sign request

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