Fiserv
Power Up Your Financial Automation
Fiserv for Workflows is a seamless third-party integration that connects your workflows with Fiserv’s robust financial services. Designed for precision and control, this app allows you to automate key financial operations such as initiating transactions, retrieving payment records, processing secondary transactions, and accessing detailed account information all within your existing automation environment.
Auto Primary Transactio
Quick Data Access
Full Transaction Flow
Live Account Details
Detailed Information
Actions
Generate Primary Transaction
Initiate new financial transactions as original entries in the Fiserv system.
Retrieve Transaction
Fetch complete details of any previously processed transaction.
Secondary Transaction
Process refunds, reversals, adjustments, or chargebacks tied to a primary transaction.
Account Information
Access essential account data, including balances, statuses, and transaction history.
Detailed Information
Use Cases
Automated Billing Workflows
Trigger a Primary Transaction when a customer places an order or subscription is renewed.
Refund Processing Automation
Use the Secondary Transaction action to automatically issue refunds when cancellations occur.
Customer Support Dashboard
Enable agents to Retrieve Transactions or Account Information instantly to handle customer queries efficiently.
Payment Dispute Handling
Automate chargebacks or reversals using Secondary Transactions when disputes are raised through CRM triggers.
Fiserv
Why Choose Fiserv?
Streamlined Payment Automation
Automate complex financial transactions directly within your workflows reducing manual work, errors, and processing time.Complete Financial Control
Manage primary, secondary, and account-related actions all in one place, giving you full visibility and control over your transaction lifecycle.Trusted Integration with Fiserv
Leverage the reliability of Fiserv's financial infrastructure while seamlessly integrating with your workflow automation tools.
Apps Installation and Integration
Custom Actions
Generate a primary tra
Create Payment
Create Order
account information
Custom Actions
Customer Created
Customer Created
Customer Created
Customer Created
Customer Created
Customer Created
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