Zapier Integration: Connect for Automated Payment Updates

Zapier is a powerful no-code automation platform that allows you to connect thousands of apps together. While ClickPesa does not have a native Zapier integration, you can still connect it using Zapier’s Webhooks by Zapier feature. This allows you to automatically take action when ClickPesa notifies you of a payment via webhook.

In this article, we’ll show you how to:

• Set up a webhook in Zapier to receive ClickPesa payment notifications
• Extract payment data (like order reference, control number, amount paid)
• Use that data to trigger actions in other apps like Google Sheets, QuickBooks, or Xero

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Step 1: Create a New Zap in Zapier

1. Log in to your Zapier account
2. Click “Create Zap”
3. For the trigger, choose “Webhooks by Zapier”
4. Select “Catch Hook” as the trigger event
5. Zapier will generate a unique webhook URL, copy this
6. Go to your ClickPesa dashboard or API settings and paste the URL into the webhook configuration

Step 2: Test the Webhook

1. Trigger a test payment in ClickPesa (you can use test mode or a live small-value transaction)
2. Zapier should receive a test payload with data like:
   • orderReference
   • controlNumber
   • amountPaid
   • status

Step 3: Add Actions Based on Payment Data

Once Zapier has received the webhook data, you can add actions. Examples:

• QuickBooks / Xero / Zoho Books
  • Find invoice by orderReference
  • Add a payment or update status to “Paid”
• Email or Slack
  • Send a notification to your finance or support team

Optional: Add Filters or Logic

You can use Zapier’s built-in tools to:

• Filter only for successful payments (status == 'fulfilled')
• Branch logic for full vs. partial payments
• Log raw payloads in a backup sheet or database

Summary

1. Generate a webhook in Zapier
2. Add it to ClickPesa as your webhook endpoint
3. Use incoming payment data to update invoices or notify your team

With Zapier, you can automate your payment reconciliation process in just a few clicks, even without a native ClickPesa integration.

Need help designing your Zap? ClickPesa can provide example workflows and technical assistance.