Integrate SlimPay with Forecast

Send information between SlimPay and Forecast automatically, without writing any code, using Zoho Flow.

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Initiate a new task in Forecast whenever an order is created in SlimPay

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Forecast whenever an order is created in SlimPay.

How it works
  1. The flow triggers when a new order is created in SlimPay.
  2. Zoho Flow creates a new task in Forecast.
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Initiate a new task in Forecast whenever an order is created in SlimPay

SlimPay + Forecast

Build your own integrations between SlimPay and Forecast

Connect SlimPay and Forecast with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate SlimPay and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment created

Triggers when a new payment is created

Order created

Triggers when a new order is created

New person

Triggers when a new person is added

New milestone

Triggers when a new milestone is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New task

Triggers when a new card is created in the selected project

New client

Triggers when a new client is created

New project

Triggers when a new project is created

New subtask

Triggers when a new subtask is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

All Actions - Actions are the automated tasks

Create order

Creates a new order

Update order

Updates the details of an existing order

Create subtask

Creates a new sub task/to-do

Create label

Creates a new label

Create task

Creates a new task

Create time registration

Creates a new time registration

Create client

Creates a new client

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Create project

Creates a new project

Create sprint

Creates a new sprint in the selected project

Fetch label

Fetches an existing label by name

What is SlimPay?

SlimPay is a payment processing solution that enables businesses to accept card and direct debit payments. It supports both BACS Direct Debit for UK-based customers and SEPA for EU-based customers.

Payment Processing

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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