Integrate Workflow with Other Zuora Products

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Integrate Workflow with Other Zuora Products

Integration with Configurable Payment Retry

You can integrate Workflow with the Configurable Payment Retry feature of Zuora Collect, so that workflows can be triggered from your payment retry logic.

When a workflow is triggered from your payment retry logic, Configurable Payment Retry passes the account ID of the failed payment and the ID of the payment to the workflow.

For the integration to work, you need to define the following input fields in the settings of the workflow and configure the Configurable Payment Retry feature.

Setting Value Value
Callout Field Name paymentId accountId
Object Workflow Workflow
Field Name paymentId accountId
Required Does not have to be enabled Does not have to be enabled
Data Type Text Text
Default Leave blank Leave blank

To learn about how to add an input field, see Configure a Workflow.

To learn about the settings in Configurable Paymennt Retry, see Set Up the Configurable Payment Retry Feature for details. 

Integration with Collections Window

If you also use the Collections Window feature of Zuora Collect, you are able to populate all manual approval tasks in Workflow into the Collections Tasks list in Collections Window, so that collections agents can view the pending collections tasks that have been assigned to them.

For the integration to work, you need to add a manual task in the workflow that you use, define the following input field in the workflow, and configure the integration in Collections Window.

Setting Value
Callout Field Name paymentId
Object Workflow
Field Name paymentId
Required Does not have to be enabled
Data Type Text
Default Leave blank

 

To learn about how to add a manual approval task, see Manual: Approval.

To learn about how to add an input field, see Configure a Workflow.

To learn about how to configure the integration in Collections Window, see Set Up the Collections Window Feature.

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