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Feature

Automation & Billing Events

Recover failed payments with dunning automation: smart retries, card updates, and customer reminders. Spiffy also triggers CRM and fulfillment workflows on purchase and billing events so you can onboard, grant access, and keep data in sync automatically.

Simple Automation

Post‑Purchase Automations

Spiffy allows you to automate CRM and fulfillment workflows based on successful purchase and billing events. Trigger welcome sequences, grant access, apply tags, and keep data in sync automatically, creating a seamless and personalized experience for each customer.

  • Checkout Purchase
  • Option Purchase
  • Upsell & Downsell
  • Account-Level
  • Subscriptions
  • Payment Plans
  • Checkout Purchase
  • Option Purchase
  • Upsell & Downsell
  • Account-Level
  • Subscriptions
  • Payment Plans
  • New Affiliate
  • Payment Failed
  • Payment Disputed
  • Card Expiring
  • Card Expired
  • Card Updated
  • Card Auto-Updated
  • Marketing Consent (GDPR)
  • Subscription Unpaid
  • New Affiliate
  • Payment Failed
  • Payment Disputed
  • Card Expiring
  • Card Expired
  • Card Updated
  • Card Auto-Updated
  • Marketing Consent (GDPR)
  • Subscription Unpaid
  • New Affiliate
  • Payment Failed
  • Payment Disputed
  • Card Expiring
  • Card Expired
  • Card Updated
  • Card Auto-Updated
  • Marketing Consent (GDPR)
  • Subscription Unpaid
  • New Affiliate
  • Payment Failed
  • Payment Disputed
  • Card Expiring
  • Card Expired
  • Card Updated
  • Card Auto-Updated
  • Marketing Consent (GDPR)
  • Subscription Unpaid
  • Checkout Purchase
  • Option Purchase
  • Upsell & Downsell
  • Account-Level
  • Subscriptions
  • Payment Plans
  • Checkout Purchase
  • Option Purchase
  • Upsell & Downsell
  • Account-Level
  • Subscriptions
  • Payment Plans
Purchase Automations

Purchase Automations

Automate customer communication or internal processes when a customer buys through a Spiffy Checkout.

Purchase Automation

Automate customer communication or internal processes when a customer buys through a Spiffy Checkout.

Examples:

  • Trigger a customer-facing welcome
  • Onboarding emails
  • Automate product fulfillment
  • Automate internal processes
Option Automation

Add options to your checkout, and tie integration actions to each option that will run when someone completes a checkout with that option selected.

Example of Automation Tags:

Upsell & Downsell Automation

When people add an upsell or downsell to their order, you can trigger different integration actions on that successful upsell purchase.

Example:

Uttej Mannava

Systems Admin at SPARK

Because I can automate payment processing, I spend much less time playing with the software, and can dedicate more energy towards my clients for my services.

Automate Business

Failed Payment Recovery (Dunning)

Selling subscriptions or using payment plans? Managing failed payments and expired cards has never been easier with dunning automation.

Create tailored follow-up email campaigns with smart retries, card updater links, and customer reminders. Spiffy will trigger those campaigns when customers trigger various billing events like charge failures, card expirations, and payment recoveries.

Popular Billing Automation Events
  • Failed Payment
  • Card Expiring
  • Card Expired
  • Failed Payment
  • Card Updated
  • Subscription Canceled
  • Subscription Payment
  • 18+ more events
Account-Level

General trigger whenever any type of payment fails (Subscription or Payment Plan)

All Subscriptions

Triggers for any subscription failed payment

All Payment Plans

Triggers for any payment plan failed payments

Specific Subscriptions

Setup custom triggers for specific subscriptions

Frequently Asked Questions

Can Spiffy automatically retry failed payments?

Yes—set retry logic and combine with email reminders and card updater. Our dunning automation handles smart retries with customizable schedules and customer communication.

How do customers update a failed or expired card?

Via the self‑serve customer portal; updates sync automatically with your billing system and trigger relevant automations.

Which events can I send to my CRM/automation tool?

Purchases, refunds, trials, plan changes, failures, card updates, consent, and more. See our integrations for complete event mapping.

Does dunning automation work for both subscriptions and payment plans?

Yes—configure flows for both subscriptions and payment plans. Smart retry logic adapts to different billing frequencies and terms.

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