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PayRequest Zapier integrationAutomate PayRequest with Zapier.
The PayRequest Zapier integration gives you 8 triggers, 2 actions and 1 search. Five triggers are instant, three are older polling versions you can mostly skip. It runs on the free plan, two steps per Zap. Here is what each operation does.
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What the PayRequest Zapier integration actually does
It links your PayRequest account (the tool you use to send payment links and run a branded payment page) with your other apps, through Zapier. A payment goes through or a subscription changes state, and Zapier carries that event wherever it is useful. It also works the other way: an event elsewhere can create a payment link in PayRequest.
Three results people build first. A payment log that keeps itself: Payment Succeeded adds each successful payment to a spreadsheet or an accounting tool. A churn alert: Subscription Cancelled tells the account owner the moment a customer leaves, while there is still time to call. A payment link on demand: a booking or an order elsewhere starts the Zap, and Create Payment Link produces a link for the right amount, ready to send.
What Zapier does not do for PayRequest: there is no action to refund, cancel or change a subscription, and no way to edit or delete a payment link once created. The only search finds a subscription, and only by its ID, so it cannot look up a customer by name or email.
One more thing before you pick a trigger. Three of them carry (Legacy) in their name and work by polling, so their delay depends on your plan. Each one has a newer instant counterpart that does the same job without waiting; the notes below pair them up. For a broader view of the tool itself, see the Zapier review.
Zapier vocabulary, in plain words
Eight words come back all along this page. Here they are once.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event that starts the Zap. Once the Zap is switched on, Zapier waits for it, here a payment or a subscription change in PayRequest.
- Action
- What the Zap does once it has started: the step that writes, sends or creates something for you, such as a PayRequest payment link.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan counts exactly those.
- Polling vs instant
- A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself, at the moment the event happens.
- Filter
- A step that lets the Zap continue only when what arrived meets the condition you set, and stops it there otherwise.
- Search step
- A step that looks up something already in an app, so the steps after it can reuse what it found, like an existing subscription.
- Connection
- Your PayRequest account linked to Zapier once, then reused by every step of every Zap that touches PayRequest.
What a PayRequest Zap really costs
Zapier bills tasks, and only one thing creates a task: an action that works.
- Trigger0 tasks
- Each successful action1 task
- Free plan100 tasks a month, two-step Zaps only
- PayRequest on the free planYes, not reserved to paid plans
- PayRequest triggers5 instant, 3 polling (Legacy)
The trigger costs nothing, and neither does Zapier checking for new data. Each action that succeeds counts once, so a Zap with two actions uses twice what a one-action Zap does. A failed action is not counted. PayRequest is not reserved to paid plans: the free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at two steps, one trigger and one action. A second action, a filter or a search makes it multi-step, which needs a paid plan. The grid below applies only to the three Legacy triggers, which are polled. The five others are instant, so on any plan they start the Zap without waiting.
Connect your PayRequest account in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need a PayRequest account first, plus access to anything you do not own yourself but want the Zap to touch.
- 02
Pick PayRequest
Type PayRequest in the search box of the dialog that appears, select it in the results, then click Add connection to start the link. A new tab opens on PayRequest's side.
- 03
Sign in and grant access
Log in to PayRequest in that tab and allow Zapier to reach your account. The connection now shows on the Apps page, and every Zap that uses PayRequest can reuse it.
Your first PayRequest Zap, step by step
GoalWhen a subscription is cancelled, PayRequest creates a payment link and the customer gets it by email.
- 01
Pick the trigger
Create a Zap, choose PayRequest as the app and Subscription Cancelled as the event, then select your PayRequest connection. It is the instant version, so no waiting.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent cancellations of the account, so you map the next steps on a real one rather than a blank.
- 03
Add the payment link
Add PayRequest with Create Payment Link. Description, Amount and Currency are required: write a clear description and set the amount of your offer.
- 04
Add the email
Add your email app as a second action and insert the link from the previous step into the message. Two actions make this a multi-step Zap, which needs a paid plan.
- 05
Test, then publish
Test each action and check the link and the email before going further. Then click Publish to switch the Zap on. Only cancellations from then on count.
The 8 PayRequest triggers
8 events start a Zap when something happens in PayRequest, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.
Cancelled Subscription (Legacy)
Polling triggerIn Zapier“Triggers when a subscription is cancelled.”
Starts a Zap when a subscription is cancelled. It is the older version of this event, kept for Zaps built before the newer one existed.
New Payment (Legacy)
Polling triggerIn Zapier“Triggers when a new payment is received.”
Goes off when a new payment reaches your PayRequest account. Like the other Legacy triggers, it predates the instant events and is still offered for older setups.
New Subscription (Legacy)
Polling triggerIn Zapier“Triggers when a subscription is activated.”
Fires when a subscription is activated in PayRequest. Despite its name, it watches activation rather than creation, which matters if you also run trials or pending subscriptions.
Payment Succeeded
Instant triggerIn Zapier“Triggers when a payment succeeds in PayRequest.”
Reacts each time a payment succeeds in PayRequest. This is money actually collected, so it is the right base for anything that records revenue or thanks a customer.
Subscription Activated
Instant triggerIn Zapier“Triggers when a subscription or trial becomes active.”
Kicks in when a subscription or a trial becomes active. That is the moment a customer can actually use what they signed up for, which makes it the cleanest point to start onboarding.
Subscription Cancelled
Instant triggerIn Zapier“Triggers when a subscription is cancelled.”
Cancellations are its whole job, and it is the instant counterpart of the Legacy cancellation trigger, and the one to use for anything new.
Subscription Created
Instant triggerIn Zapier“Triggers when a subscription is created, including pending subscriptions.”
Responds to every new subscription, including pending ones that are not active yet. It catches sign-ups earlier than Subscription Activated does.
Subscription Renewed
Instant triggerIn Zapier“Triggers when a subsequent subscription payment succeeds.”
Tracks every successful subscription payment after the first one. It tells you a customer stayed for another period, which is a different signal from a brand-new payment.
The 2 PayRequest actions
PayRequest gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create Payment Link
ActionIn Zapier“Creates an amount-based PayRequest payment link.”
Generates a PayRequest payment link for a set amount. Description, Amount and Currency are all required, and what comes back can be inserted into an email or a message in the next step.
Create Request (Legacy)
ActionIn Zapier“Creates a PayRequest payment request.”
Creates a payment request in PayRequest. It is the older way of asking a customer to pay, still listed for Zaps that already use it.
The PayRequest search
1 search step looks for data that already exists in PayRequest, so a later step can use it.
A search step looks for something already in PayRequest and hands it to the next steps. In the editor, it sits at the bottom of the Action event list, under SEARCH. PayRequest offers no find-or-create variant, and adding a search makes the Zap multi-step, so it needs a paid plan. Three settings decide what happens when the result is not what you expected.
Find Subscription
SearchIn Zapier“Finds a PayRequest subscription by its ID.”
Retrieves a PayRequest subscription from its ID, the only required field, and passes its details to the following steps.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap and skips the steps that relied on it. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?This box turns a search into a find-or-create. Find Subscription does not offer it, so creating anything must be a separate action.
- If multiple search results are found?Three ways out: keep the first match (the default), stop the Zap, or pass every match along at once.
When a PayRequest Zap breaks
Zapier lists no help article and no rate limit specific to PayRequest. What breaks is the general behaviour of Zaps, plus the split between Legacy and instant triggers.
None of these is a bug: each is how Zapier works, and each is easy to plan for. When something else goes wrong, the Zapier troubleshooting page is the next stop.
Past payments never arrive
A Zap reacts only to what happens after it is switched on. Payments and subscriptions from before are ignored, and moving that history is a separate job.A Legacy trigger runs late
The three Legacy triggers are polled, so they wait for Zapier's next check: up to 15 minutes on the free plan. Their instant counterparts do not wait.A sudden batch gets held back
If a large number of payments or subscriptions reaches Zapier at once, after an import for instance, its flood protection can hold those runs back.Duplicates on Legacy triggers
Zapier remembers what it has already seen on a polling trigger, so the same payment does not start a Legacy-based Zap twice.
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