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 create a dedicated workflow, define the following input fields in the settings of the workflow, and configure the Configurable Payment Retry feature.

Callout Field Name Object Field Name Datatype
paymentId Workflow paymentId Text
accountId Workflow accountId Text

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

For a complete reference workflow, see Integration with Configurable Payment Retry: Emails about declined payments.

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 your payment collection 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 create a dedicated workflow for payment collection, add one or more approval tasks, define the following input field in the workflow, and configure the integration in Collections Window.

Callout Field Name Object Field Name Datatype
paymentId Workflow paymentId Text

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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