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PayChasers Zapier integrationAutomate PayChasers with Zapier.

The PayChasers Zapier integration offers 4 triggers and 4 actions, all four triggers checked on a timer. A chase that is created, followed up, overdue or paid can start a Zap, and a Zap can create clients and chases, send a follow-up or mark a chase paid.

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Overview

What the PayChasers Zapier integration does for your cash flow

PayChasers follows up on money you are owed, invoices, rent, deposits or a loan to a friend, by email and messaging. Linking it to Zapier lets each step of a chase start work elsewhere, and lets other tools open or close chases for you. A Zap is the automation you build: one trigger, then the actions that run each time. PayChasers works on the free plan.

Three outcomes cover most needs. A chase opened the minute an invoice exists elsewhere: Create Client and Create Chase turn a bill raised in another tool into a PayChasers chase, with no retyping. An overdue list your team sees: Chase Overdue reports each chase that passes its due date unpaid, so the people who care hear about it outside PayChasers. Books that close themselves: Chase Marked as Paid tells your other tools a debt is settled, and Mark Chase as Paid does the reverse when the payment shows up somewhere else first.

What Zapier does not do here matters too. All four triggers are polling: Zapier checks PayChasers on a timer, so nothing arrives the instant it happens. There is no search step, so a Zap cannot look up an existing client or chase by name; Send Follow-Up and Mark Chase as Paid need the chase handed to them by an earlier step. And chases that existed before the Zap was switched on are never picked up.

For the bigger picture, see our Zapier review and Make vs Zapier.

Vocabulary

Zapier words you will meet on this page

Eight terms, one line each, in plain words. After this block they are used without a reminder.

Zap
The automation you set up on Zapier: one trigger, followed by one or more actions that run each time the trigger event takes place.
Trigger
The event in an app that starts the Zap, such as a chase going overdue. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once started: the step that writes, sends or moves something for you, like creating a chase or sending a follow-up.
Task
The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
Polling vs instant
A polling trigger is checked by Zapier at a fixed interval. An instant trigger is reported by the app itself. All four PayChasers triggers are polling.
Filter
A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it there otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action or a filter makes it one, and it then needs a paid plan.
Connection
Your PayChasers account linked to Zapier once, then reused by every step of every Zap that touches PayChasers.
Cost

What a PayChasers Zap really costs

Zapier bills tasks, and only completed actions count. The checks Zapier runs on PayChasers cost nothing, however often they happen.

  • Trigger and checksNever cost a task
  • Successful action1 task each
  • Failed actionNot counted
  • Free plan100 tasks a month, two-step Zaps only
  • PayChasers on free planYes, not reserved for paid plans

Each action that succeeds is one task: a Zap that sends a follow-up and then logs it uses two per overdue chase. A failed action is not counted. The free plan gives 100 tasks a month and only two-step Zaps, so a second action or a filter means a paid plan. Since every PayChasers trigger is polling, the plan also sets how quickly a Zap reacts, as the grid below shows. Note that a few apps and a few actions take more than one task when they complete.

Connect

Connect your PayChasers account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A dialog opens with a search box. You need an existing PayChasers account first; Zapier does not create one.

  2. 02

    Pick PayChasers and sign in

    Type PayChasers, select it, then click Add connection. Sign in to PayChasers in the tab that opens, using the account that holds the clients and chases you want to automate.

  3. 03

    Grant access

    Allow Zapier to reach the account. If some chases belong to a colleague, check that your login can read and change them, or the Zap will only ever work on your own.

First Zap

Your first PayChasers Zap: nudge and log every overdue chase

GoalWhen a chase passes its due date unpaid, send one more reminder from PayChasers and add a line to the sheet where you track late payers.

  1. 01

    Create the Zap

    Start a new Zap. With two actions it is a multi-step Zap and needs a paid plan; on the free plan, keep only Send Follow-Up to try it out.

  2. 02

    Set the trigger

    Choose PayChasers as the app and Chase Overdue as the event, then your connection. On a paid plan you can change how often Zapier checks, or run a check by hand from the editor.

  3. 03

    Test the trigger

    Run the test. Zapier brings back the three most recent overdue chases from your account, so you map the next steps on a real chase rather than on blank data.

  4. 04

    Add the follow-up

    Add Send Follow-Up and, in its required Chase box, map the chase the trigger returned. That is how the reminder lands on the right debt.

  5. 05

    Log it, test, publish

    Add the spreadsheet step, map the values you want to keep, test each step once, then click Publish to switch the Zap on.

Triggers

PayChasers triggers on Zapier

4 events start a Zap when something happens in PayChasers. Zapier checks for them at the interval your plan allows.

1

Chase Overdue

Polling trigger

In Zapier“Triggers when a chase passes its due date without being paid.”

A chase reaches its due date and nobody has paid: this trigger hands that chase to your Zap. It is the most useful signal PayChasers sends, because it marks the moment a polite reminder turns into a real problem.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
to alert the account manager in your team chat, or to flag the client in your CRM so nobody offers new work on credit.
Watch out
if Auto-Chase is on for that chase, PayChasers already escalates on its own, so check before adding a second reminder through Zapier.
2

Chase Marked as Paid

Polling trigger

In Zapier“Triggers when a chase is marked as paid.”

Fires when a chase is set to paid in PayChasers, closing the loop on that debt. Your other tools learn the money is in without anyone updating them by hand.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
to send a thank-you to the client, or to clear a late-payment flag in your accounting sheet the same day.
Watch out
do not pair it with Mark Chase as Paid in the same Zap; the action would write exactly what this trigger watches.
3

Follow-Up Sent

Polling trigger

In Zapier“Triggers when a follow-up email is sent for a chase.”

Each reminder email PayChasers sends for a chase starts the Zap. That gives you a running record of every nudge a client has received.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
to keep a contact history in your CRM, so a salesperson calling the client knows how many reminders already went out.
Watch out
never follow it with Send Follow-Up, or each reminder sets off the next one.
4

New Chase Created

Polling trigger

In Zapier“Triggers when a new chase is created.”

When a chase is created in PayChasers, by hand or by another Zap, this trigger passes it on. It is where you start if other people need to know that money is now being chased.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
to post each new chase to the finance channel, or to open a matching task for whoever owns the client relationship.
Watch out
a Zap that starts here must not end with Create Chase, which would feed its own trigger.
Actions

PayChasers actions on Zapier

PayChasers gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Chase

Action

In Zapier“Creates a new payment chase.”

Opens a payment chase in PayChasers from data that arrived earlier in the Zap, such as an invoice issued in your billing tool.

When to use it
right after a bill is raised, so the chase exists before anyone forgets.
Watch out
Chase Name and Amount are required; the Enable Auto-Chase option decides whether PayChasers then escalates follow-ups by itself.
2

Create Client

Action

In Zapier“Creates a new client.”

Adds a client to PayChasers, with a name and an email, so the person or company you chase exists in the app before the money does.

When to use it
when a new customer is signed in your CRM or invoicing tool.
Watch out
Client Name and Client Email are both required, and with no search step the Zap cannot check whether the client already exists.
3

Mark Chase as Paid

Action

In Zapier“Marks a chase as paid.”

Closes a chase as paid, which stops further reminders going to a client who has already settled.

When to use it
when the payment lands first in your bank feed or payment tool and PayChasers would otherwise keep chasing.
Watch out
the Chase box is required, so the earlier step has to identify the right chase, not just the client.
4

Send Follow-Up

Action

In Zapier“Sends a follow-up reminder for a chase.”

Sends one more reminder on a chase that already exists, so another tool can decide when it is time to ask again.

When to use it
after Chase Overdue, or when a date in another tool says it is time to ask again.
Watch out
the Chase box is required and must receive a chase from an earlier step; a Zap started by Follow-Up Sent must never end here.
When it breaks

When a PayChasers Zap breaks

Zapier lists no help article and no rate limit specific to PayChasers. What breaks comes from how every Zap works, and two PayChasers pairs make loops easy.

Four cases to know before you publish. If one of them catches you anyway, our Zapier troubleshooting page is the next stop.

  • Reminders that set each other off

    Follow-Up Sent followed by Send Follow-Up, or New Chase Created followed by Create Chase: the Zap writes what its own trigger watches, restarts again and again, and burns tasks.

  • No catch-up on existing chases

    A Zap only reacts to what happens after it is switched on. Chases that were already overdue or paid before then never come through.

  • A delay you did not expect

    All four triggers are polling, so a Zap reacts at the next check: every 15 minutes on the free plan, faster on paid plans, where a check can also be run by hand.

  • Bulk imports held back

    After a bulk import of clients or chases, a trigger that suddenly returns a huge batch can be held back by Zapier's flood protection. Keep Zaps off during the import.
Need help

Need help automating PayChasers with Zapier?

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FAQ

PayChasers Zapier integration: frequent questions

01Is the PayChasers Zapier integration free?
Yes, if your Zap fits the free plan. PayChasers is not one of the apps Zapier keeps for paid plans, so a free account can connect it. The free plan includes 100 tasks a month and unlimited Zaps, each limited to two steps: one trigger and one action. Chase Overdue followed by Send Follow-Up fits. Add a second action, or a filter to skip small amounts, and the Zap becomes multi-step and needs a paid plan. The free plan also checks the triggers only every 15 minutes.
02How many tasks does a PayChasers Zap use?
One per successful action, none for the trigger and none for Zapier's checks. A Zap that runs Send Follow-Up on each overdue chase uses one task per overdue chase. Add a spreadsheet step and it uses two. A failed action is not counted. The number to watch is how many chases move through your account each month, and above all any loop: a Zap that sends a follow-up from Follow-Up Sent can spend your monthly tasks very quickly.
03Do PayChasers triggers work in real time?
No. All four PayChasers triggers are polling: Zapier asks PayChasers for new items at a fixed interval and keeps only what it has not seen before. How often depends on your plan: every 15 minutes on Free, every 2 minutes on Professional, every minute on Team and Enterprise. On the paid plans you can change that rhythm and run a check by hand from the editor. For payment reminders, a delay of that order rarely matters, but plan for it.
04What does it take to connect PayChasers to Zapier?
An existing PayChasers account and a Zapier account. From the Apps page in Zapier, add a connection, search for PayChasers, sign in to it in the tab that opens and grant Zapier access. Use the account that holds the clients and chases you want to automate. If some chases belong to a colleague, your login needs read and write access to them, otherwise the Zap only touches your own. The connection is then reused by every PayChasers step you add.
05Why does a PayChasers Zap keep sending reminders on its own?
Most often because it loops. Follow-Up Sent fires on every reminder PayChasers sends, and Send Follow-Up sends a reminder; put them in the same Zap and each run sets off the next. The same happens with New Chase Created and Create Chase. Another cause is Auto-Chase: when it is enabled on a chase, PayChasers already escalates follow-ups on schedule, so a Zap adding its own reminders doubles them. Turn the Zap off, then rebuild it without the loop.
06What if the PayChasers action you need is not on Zapier?
Then the Zap cannot do it there. PayChasers offers 4 actions on Zapier: Create Chase, Create Client, Send Follow-Up and Mark Chase as Paid. There is nothing to edit or delete a chase or a client, and no search step to look one up by name. Those tasks stay manual inside PayChasers. Often the four triggers cover the rest, by letting your other tools react to chases. If what you are missing is central, compare each automation tool's catalogue before you build.
07Zapier, Make or n8n for PayChasers?
Pick on criteria, not on a ranking. For Zapier, weigh three things: whether four polling triggers and four actions cover your workflow, whether a check every 15 minutes on the free plan is fast enough or you need a paid plan, and how many successful actions a month you expect, since that is what you pay for. Ask Make and n8n the same three questions for PayChasers, then keep the tool whose answers fit your volume and the person who will maintain it.
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