--- title: "Qualy + Zapier — Connect student payments to 7,000+ apps" description: "Wire Qualy to the tools your team already runs on. When a student pays, your CRM, accounting, spreadsheets and Slack update automatically. No code, no engineer — Zapier handles the wiring." lastModified: "2026-07-17" lang: "en" wordCount: 1760 url: https://qualyhq.com/zapier --- ## Site navigation - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents - [Explore](/training.md) — Watch videos on how to use Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Pricing](/pricing) - [5-min demo](/demo.md) - [Login](https://dashboard.qualyhq.com) # Qualy + Zapier — Connect student payments to 7,000+ apps > When a student pays, raise the invoice, sync your CRM, update your books and ping your team — automatically. Zapier wires Qualy to the tools you already run on, no engineer required. **Connect Qualy to 7,000+ apps. No code.** - [Book a demo](/demo/schedule.md) - [Talk to our team](/contact-us.md) **A few of the apps you can connect:** Pipedrive, Salesforce, RD Station, ActiveCampaign, Klaviyo, Gmail, Asana, Trello, ClickUp, Slack, Microsoft Teams, Telegram, Twilio, WhatsApp, Google Calendar, Zoom, Google Sheets, Google Drive, Airtable, Notion. ## How it works. Pick a trigger in any app. Pick an action in Qualy — or the other way round. Zapier runs everything in between. - **Trigger** — Something happens in another app _A deal closes in your CRM, or a student enrols in your management system._ - **Action** — Qualy does the work _It raises the invoice, sends payment instructions, and retains the commission — automatically._ - **Result** — Your other tools update _A row lands in your spreadsheet, your books reconcile, and your team gets pinged._ ## Deeper than a payment alert. Most payment integrations give you new payment and little else. Qualy hands Zapier the whole back office — invoices, commissions, partners, and the tax documents that go with them. ### Triggers (12 events) When something happens in Qualy, start a Zap. - **New payment** — money recorded against an invoice - **New invoice** — a payment request is raised - **New commission split** — a payout to a partner is created - **New customer** — a student, payer or agent is added - **New partner** — an agency or partnership is created - **Updates & deletions** — for each record above ### Actions (18 actions) Let any app drive Qualy. - Create or update a customer - Create or update an invoice - Record a payment - **Create a commission split** — pay an agent or partner - Create an order - Cancel or reinstate an invoice - Approve or reject a payment - Generate receipts, tax invoices & RCTIs - Generate a customer statement ### Searches (6 lookups) Find the right record before you act. - Find a customer - Find an invoice - Find a payment - Find a commission split - Find a partner - Find an order _In Qualy's API these are customers, payment intents, transactions, orders, partnerships and payment splits — the same records the dashboard uses, now available to every Zap._ ## Wire it to the tools you already run on. A few of the workflows teams build first. Mix any of Zapier 7,000+ apps with any Qualy trigger or action. App names and logos belong to their owners and are shown as examples, not partnerships. ### CRM & sales pipelines Close the deal in your CRM; Qualy raises the invoice. Record the payment in Qualy; the deal updates itself. - When a Pipedrive deal moves to Won, raise a payment request in Qualy _(Pipedrive + Qualy)_ - When a student pays in Qualy, update the matching Pipedrive deal _(Qualy + Pipedrive)_ - When a Salesforce opportunity closes, create the customer and invoice in Qualy _(Salesforce + Qualy)_ - When Qualy records a payment, update the Salesforce opportunity _(Qualy + Salesforce)_ - When a lead converts in RD Station, raise the invoice in Qualy _(RD Station + Qualy)_ ### Lead capture & scheduling Turn enquiries and booked consultations into a Qualy customer or invoice — and spin up the call once a payment lands. - When a student submits a Google Forms enquiry, create the customer in Qualy _(Google Forms + Qualy)_ - When a paid consultation is booked in Google Calendar, raise the invoice in Qualy _(Google Calendar + Qualy)_ - When an invoice falls due in Qualy, add a follow-up to Google Calendar _(Qualy + Google Calendar)_ - When a student pays, create a Zoom onboarding meeting _(Qualy + Zoom)_ - When a student pays, schedule a Google Meet welcome call _(Qualy + Google Meet)_ ### Accounting & bookkeeping A Qualy payment can raise the invoice in your ledger. (Already on Xero, QuickBooks or ContaAzul? Those connect to Qualy natively — no Zapier needed.) - When Qualy records a payment, create an MYOB sales invoice _(Qualy + MYOB)_ - When Qualy records a payment, create a FreshBooks invoice _(Qualy + FreshBooks)_ - When Qualy records a payment, create a Sage sales invoice _(Qualy + Sage)_ - When Qualy records a payment from a LatAm student, create an Alegra invoice _(Qualy + Alegra)_ ### Email & marketing automation Qualy already reminds students automatically. Reach for Zapier when you want a payment to drive your own campaigns and channels. - When a student pays, start an ActiveCampaign automation _(Qualy + ActiveCampaign)_ - When a commission split is paid, trigger a Klaviyo flow for the partner _(Qualy + Klaviyo)_ - When an invoice is raised, send a Brevo transactional email (EU) _(Qualy + Brevo)_ - When a commission split is paid, email the agent a confirmation via Gmail _(Qualy + Gmail)_ ### Task & project management Turn new payments and students into cards on the board your team already lives in. - When a student pays, create an Asana onboarding task _(Qualy + Asana)_ - When a new student is created, add a Trello card to your tracking board _(Qualy + Trello)_ - When a payment is recorded, create a ClickUp task _(Qualy + ClickUp)_ ### Team chat & alerts A payment lands and the whole team knows. A large invoice is raised and the account owner gets a ping. - When a student pays, post it to a Slack channel _(Qualy + Slack)_ - When a payment over a threshold lands, DM the account owner in Slack _(Qualy + Slack)_ - When a commission split is created, post it to a Microsoft Teams channel _(Qualy + Microsoft Teams)_ - When a student pays, send a Telegram alert to your ops group _(Qualy + Telegram)_ - When a payment is recorded, send an SMS receipt via Twilio _(Qualy + Twilio)_ - When an invoice is raised, send a WhatsApp payment link (via Twilio) _(Qualy + WhatsApp)_ ### Docs, storage & spreadsheets For the operations team that lives in a spreadsheet. Every payment, student and document flows into the tools you already trust. - When Qualy records a payment, append a row to Google Sheets _(Qualy + Google Sheets)_ - When a commission split is created, log it to a payout sheet _(Qualy + Google Sheets)_ - When a new student is created, add them to an Airtable base _(Qualy + Airtable)_ - When a payment is recorded, create a Notion database entry _(Qualy + Notion)_ - When a receipt is generated, save the PDF to Google Drive _(Qualy + Google Drive)_ - When a tax invoice is generated, upload the PDF to Dropbox _(Qualy + Dropbox)_ ## Some tools connect natively. These plug straight into Qualy from your dashboard — no Zapier in the middle, no tasks to count. For everything else, there is Zapier. - **HubSpot** — Deals & contacts sync both ways - **Zoho CRM** — Keep deals and payments in sync - **AllyHub** — Enrolments & payments, end to end - **monday.com** — Sync students & payments to boards - **Xero** — Two-way invoice & reconciliation sync - **QuickBooks** — Push payments straight to your books - **ContaAzul** — Invoicing for your Brazil operation - **Mailchimp** — Add payers to your audiences Already use one of these? It is built in — switch it on in your Qualy dashboard. Using something else? Wire it up with Zapier below. ## Zapier moves the data. Qualy runs the operation. Zaps are perfect for the easy wins — a row in a sheet, a ping in Slack. The hard part — **reconciliation, commission splits, FX, RCTIs and partner payouts** — is built into Qualy itself. No Zap required. - **100%** — payments auto-reconciled - **141** — currencies settled - **Instant** — commission payouts - **0** — spreadsheets to chase - [See how Qualy automates payments](/demo.md) ## The same surface, as a REST API. Every Zap here runs on Qualy's public API — the one our own dashboard uses. If your team has engineers, skip Zapier and call it directly. As our docs put it: it's like Zapier, but for developers. - [Explore the Qualy API](/api.md) ## Frequently asked questions How Qualy's Zapier integration works — what's live, what it costs, and where it fits next to the API. ### Is the Qualy Zapier integration available now? It's rolling out in beta. Talk to our team and we'll switch it on for your account and help you build your first Zaps. Every Qualy plan includes it — there's no extra Qualy fee. ### What can Qualy do as a trigger or action? Triggers fire on new and updated customers, invoices, payments, partners and commission splits. As actions, Qualy can create and update those records, record payments, create orders, split commissions, run approvals, and generate receipts, tax invoices, RCTIs and statements — plus six search steps to find the right record first. ### How is this different from the Qualy API? They run on the same endpoints. The API is for engineering teams who want full control inside their own product. Zapier is for everyone else — point-and-click workflows with the apps you already use and no code to maintain. Plenty of teams use both. ### Do I still get automatic reconciliation and commission payouts? Yes — those run inside Qualy automatically, whether or not you use Zapier. Reconciliation, commission retention, FX, payouts and tax documents are native to the platform. Zapier is for connecting Qualy to your other tools, not for the core money movement. ### Does it cost anything extra? Nothing extra from Qualy — it's included with your plan. Zapier runs on its own pricing: a free tier for light use, paid plans for more tasks and faster checks. See zapier.com/pricing for current details. ### Is my payment data safe when it flows through Zapier? The integration uses the same authenticated Qualy API as the dashboard, over TLS. Full card numbers are never stored by Qualy and never reach Zapier. Bank details only appear in a Zap when you explicitly map them, and only to your own authenticated Zapier account. ### Which apps can I connect? Any of Zapier's 7,000+. The examples here lean on the tools we hear about most in international education — CRMs, student systems, Xero and QuickBooks, Slack and Google Sheets — but any combination works. ### Can you tell me when it's fully live? Yes — use the Talk to our team link and tell us which apps you want to connect. We will add you to the rollout and share updates as new triggers and actions ship. ## Light-speed payments & commissions. The faster, smoother way to manage payments — for you, your students, and your partners. Now wired to the 7,000+ apps you already use. - Start with a pilot with no strings attached - Implementation & training included - Transparent fees - [Contact sales](/contact-us.md) - [Book a demo](/demo/schedule.md) ## More on Qualy **Industries** - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents **Support** - [Training](/training.md) - [System status](https://qualyhq.statuspage.io/) — Qualy system status - [Product updates](https://changelog.qualyhq.com) — As we work on Qualy, here we spotlight what we’ve learned and updated across our products - [Contact](/contact-us.md) **Product** - [Demo](/demo.md) - [Enterprise](/enterprise.md) - [Testimonials](/testimonials.md) — Learn what some customers have to say about Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Blog](/blog) — International education payments blog by Qualy - [Trust center](/trust.md) - [API](/api.md) — Qualy API for international education payments - [Zapier](/zapier.md) — Connect Qualy to 7,000+ apps with Zapier - [NexPay](/nexpay.md) — Qualy + NexPay — automate everything around the payment **Legal** - [General terms](/terms-and-conditions.md) - [Payer terms](/terms-for-payers.md) - [Privacy policy](/privacy-policy.md) - [BECS DDR](/becs-dd-service-agreement.md)