Zapier Integration Guide

Connect Good Plan to 6,000+ apps using Zapier. Automate your payment plan workflow without writing any code.

What You Can Do

Trigger: Automatically create payment plans when invoices become overdue in your accounting software
Action: Get notified in Slack when customers accept payment plans
Action: Add customer data to Google Sheets when plans are created
Action: Update your CRM when payment plans are completed
Action: Send SMS notifications when payments are reported

Prerequisites

Before you begin, you'll need:

A Good Plan account with an active subscription
A Zapier account (free or paid)
Your Good Plan API key (from Dashboard → Integrations)
A webhook URL from Zapier (we'll get this in Step 2)

Part 1: Create Plans with Zapier (API Trigger → Good Plan)

This lets you automatically create payment plans when something happens in another app.

Example: QuickBooks Invoice Overdue → Create Good Plan

Step 1: Create a New Zap

Log into Zapier and click "Create Zap"
Name it something like "Overdue Invoices to Good Plan"

Step 2: Set Up Your Trigger

Search for your trigger app (e.g., "QuickBooks")
Choose trigger event (e.g., "Invoice is Overdue")
Connect your account and test the trigger
Select a sample invoice to use

Step 3: Add Good Plan Action

Click "+" to add an action
Search for "Webhooks by Zapier"
Choose "POST" as the action event
Set up the request:

URL:

https://yourdomain.com/api/v1/plans

Method: POST

Headers:

Authorization: Bearer YOUR_API_KEY_HERE
Content-Type: application/json

Data:

{
  "customer": {
    "name": "{{Customer Name}}",
    "email": "{{Customer Email}}",
    "phone": "{{Customer Phone}}"
  },
  "invoice": {
    "amount": {{Invoice Balance}},
    "invoice_number": "{{Invoice Number}}",
    "description": "Overdue invoice from QuickBooks"
  },
  "options": {
    "intervals": ["monthly"],
    "durations": [3, 6, 12]
  }
}

Step 4: Map Your Fields

Click in each field and select the corresponding data from your trigger:

Customer Name → Map to customer name field from QuickBooks
Customer Email → Map to customer email field
Invoice Balance → Map to balance due field
Invoice Number → Map to invoice number field

Step 5: Test & Enable

Click "Test & Continue"
Verify the payment plan was created in Good Plan
Turn your Zap ON

Other Trigger Ideas

Xero: When invoice is 30 days overdue
FreshBooks: When invoice is marked "Late"
Google Sheets: When new row is added to "Overdue" sheet
Airtable: When record enters "Collections" view
Stripe: When invoice payment fails

Part 2: Get Notified with Webhooks (Good Plan → Zapier)

This lets Zapier take action when events happen in Good Plan.

Example: Plan Activated → Send Slack Notification

Step 1: Create a Zapier Webhook URL

In Zapier, create a new Zap
Choose "Webhooks by Zapier" as the trigger
Select "Catch Hook" as the event
Copy the Custom Webhook URL (looks like https://hooks.zapier.com/hooks/catch/...)

Step 2: Add Webhook in Good Plan

Go to Dashboard → Integrations
Click "Add Webhook"
Paste your Zapier webhook URL
Add a description: "Zapier - Slack Notifications"
Subscribe to events you want:
- ✅ Plan Activated
- ✅ Installment Paid
- ✅ Plan Completed
Click "Save"

Step 3: Test the Webhook

In Good Plan, click "Test" next to your webhook
Go back to Zapier and wait for the test data to appear
Click "Continue" once Zapier receives the test

Step 4: Add Your Action

Click "+" to add an action
Search for "Slack" (or any app you want)
Choose "Send Channel Message"
Connect your Slack account
Set up your message:

Channel: #payments (or your channel)

Message Text:

🎉 Payment Plan Activated!

Customer: {{data__customer__name}}
Amount: ${{data__invoice__amount}}
Payments: {{data__plan__total_installments}} × {{data__plan__payment_interval}}

View Plan: {{data__plan__customer_portal_url}}

Step 5: Test & Enable

Send a test to Slack
Verify the message looks good
Turn your Zap ON

Other Action Ideas

When Plan Activated:

Send email via Gmail
Create task in Asana
Update row in Google Sheets
Add note to customer in HubSpot

When Installment Paid:

Send SMS via Twilio
Post to Microsoft Teams
Log to Airtable
Create event in Google Calendar

When Plan Completed:

Send thank you email
Update CRM status to "Paid in Full"
Archive record in accounting software
Send survey via Typeform

Part 3: Advanced Workflows

Multi-Step Zap: Overdue Invoice → Create Plan → Notify Team

Trigger: QuickBooks Invoice Overdue
Action: Create Good Plan (Webhooks POST)
Action: Send Slack message to #collections
Action: Add row to Google Sheet "Active Plans"
Action: Create task in Asana for follow-up

Filter by Amount

Only create plans for invoices over $500:

After your trigger, add a Filter step
Condition: Invoice Balance > 500
Only continue if filter passes

Path by Status

Take different actions based on the event:

Use Paths in Zapier
Path A: If event is "plan.activated" → Slack
Path B: If event is "plan.completed" → Update CRM
Path C: If event is "installment.paid" → Log to Sheet

Event Reference

Here are the events you can subscribe to in your webhooks:

Plan Events

plan.created - New plan created
plan.activated - Customer accepts plan
plan.completed - All payments finished
plan.abandoned - Plan marked as abandoned
plan.cancelled - Plan cancelled
plan.written_off - Plan written off
plan.reactivated - Plan reactivated

Installment Events

installment.paid - Customer reports payment
installment.confirmed - Business confirms payment
installment.extension_granted - Due date extended
installment.deferred - Payment deferred

Proposal Events

proposal.created - Customer proposes alternative
proposal.approved - Business approves proposal
proposal.countered - Business sends counter-offer
proposal.declined - Business declines proposal
proposal.counter_accepted - Customer accepts counter

Webhook Data Structure

All webhooks send data in this format:

{
  "event": "plan.activated",
  "timestamp": "2025-11-27T01:00:00Z",
  "data": {
    "plan": {
      "id": 123,
      "status": "active",
      "total_installments": 6,
      "payment_interval": "monthly",
      "customer_portal_url": "https://..."
    },
    "invoice": {
      "id": 456,
      "invoice_number": "INV-001",
      "amount": "1200.00"
    },
    "customer": {
      "id": 789,
      "name": "John Doe",
      "email": "john@example.com"
    },
    "business": {
      "id": 1,
      "name": "Your Business"
    }
  }
}

In Zapier, access these fields using dot notation:

data__customer__name
data__invoice__amount
data__plan__total_installments

Troubleshooting

Zap Not Triggering

Check webhook is Active in Good Plan
Verify the Zapier webhook URL is correct
Check webhook delivery logs in Dashboard → Integrations
Look for error messages in delivery logs
Make sure your Zap is ON in Zapier

API Request Fails

Verify your API key is correct
Check the Authorization header format: Bearer YOUR_API_KEY
Ensure customer email is valid
Verify invoice amount is at least 1.00
Check Zapier's error logs for details

Data Not Mapping Correctly

Test your trigger to see available fields
Make sure you're using the right field names
Check for required vs optional fields
Verify data types (numbers vs strings)

Rate Limits

Good Plan API: 60 requests per minute
If you hit limits, add a Delay step in Zapier
Or use Digest to batch multiple triggers

Best Practices

Name Your Zaps Clearly: "QB Overdue → Good Plan" not "My Zap"
Test Thoroughly: Always test before turning Zaps on
Use Filters: Don't create plans for every invoice
Monitor Your Zaps: Check Zapier task history regularly
Set Up Error Notifications: Get emailed when Zaps fail
Document Your Workflows: Keep notes on what each Zap does
Start Simple: Get one Zap working before adding complexity

Example Zaps Library

For Accounting

Overdue invoices → Auto-create plans
Payment confirmed → Mark invoice paid
Plan completed → Send receipt

For Team Notifications

New plan → Post to Slack
Payment reported → Email team
Plan completed → Celebrate in Teams

For Reporting

All events → Log to Google Sheets
Weekly digest → Email summary
Monthly report → Generate PDF

For Customer Success

Plan activated → Welcome email
Payment late → Gentle reminder
Plan completed → Request review

Need Help?

Related Guides

QuickBooks Integration (coming soon)
Xero Integration (coming soon)
Slack Notifications Setup (coming soon)
Custom Workflows Examples (coming soon)