Integrate Workflow with Other Zuora Products

Integration with Configurable Payment Retry

You can integrate Workflow with the Configurable Payment Retry feature of Zuora Collections, 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.

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 Collections, 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 enter the API-Token of Workflow in the settings of Collection Window. After the integration is established, all manual approval tasks in Workflow will be populated in Collections Windows. You can then approve or decline the requests from the approval tasks.

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

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