Below are simple examples of automations you can set up with Access PaySuite DDCMS to keep systems aligned, notify teams quickly, and reduce manual admin.
Instant alerts
You can send automatic notifications when something important happens in Access PaySuite DDCMS. This is helpful for teams who need to respond quickly.
Examples:
• Failed or cancelled payments
• Direct Debit changes
• New rolling payments
Alerts can be sent to Teams, Slack or email.
Keep other systems updated
New or updated Access PaySuite DDCMS customers can be sent straight to your CRM, helpdesk or spreadsheets.
Common actions:
• Create or update CRM contacts
• Add a row to Google Sheets or Excel
• Add a record in another business system
Create customers and Direct Debits automatically
When a customer is created in an external system, Access PaySuite DDCMS automatically receives the information and generates all required records. The customer details are seamlessly transferred into Access PaySuite DDCMS, where both the customer record and the associated Direct Debit are created without the need for manual input.
Track activity for reporting
You can log payment activity and Direct Debit updates into a sheet or list for reconciliation or audit.
Useful entries:
• Payments submitted or paid out
• Direct Debit amendments or cancellations
📌Note: Add a Filter step if the automation should only run for specific customers or payment types.