Proven Helcim Integration Scenarios

• Automated Customer Onboarding: When a new customer signs up, automatically create their Helcim profile and set up payment methods
• Instant Transaction Alerts: Notify your team via Slack when high-value transactions process or when payments fail
• Subscription Management: Automatically handle recurring billing events, including failures, renewals, and upgrades
• E-Commerce Connection: Create Helcim invoices when new orders come in from your online store
• Financial Reporting: Generate customized transaction reports on schedules or triggered by specific events
• CRM Integration: Keep customer payment history synchronized with your sales and support teams

These workflows save hours of manual work weekly while improving accuracy, customer experience, and financial visibility across your organization.