
Overviews
How it works?
Create subscriptions automatically
Generate new Paddle subscriptions when customers sign up through your application or website, applying appropriate pricing plans and billing schedules without manual intervention in your payment platform.
Process payment webhooks
Receive real-time notifications from Paddle about successful payments, failed transactions, or subscription changes, and trigger appropriate workflows in your CRM, accounting software, or customer communication tools.
Update subscription plans
Modify customer subscriptions in Paddle when users upgrade or downgrade their plans in your application, ensuring billing matches current service levels and maintaining accurate revenue recognition.
Handle cancellations and refunds
Process subscription cancellations and refund requests by updating Paddle billing, notifying relevant teams through communication channels, and archiving customer data according to your retention policies.
Sync customer information
Keep customer details synchronized between Paddle and your CRM or database, ensuring billing contacts, email addresses, and account information remain consistent across all systems.
Generate revenue reports
Extract transaction and subscription data from Paddle on a scheduled basis, aggregate revenue metrics, and distribute reports to stakeholders through spreadsheets or business intelligence platforms.
Manage failed payments
Respond to payment failure notifications from Paddle by sending reminder emails to customers, updating account status in your application, and alerting your support team for proactive outreach.
Track subscription metrics
Monitor subscription lifecycle events from Paddle including trials, conversions, and churn, then log this data to analytics platforms for comprehensive business performance tracking and analysis.

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Automated subscription onboarding
When Paddle processes a successful subscription payment, create a customer account in your application, send welcome emails with login credentials, add the customer to your CRM with appropriate tags, and notify your success team via Slack for personalized onboarding outreach.
Dunning and retention workflow
Receive payment failure notifications from Paddle, send automated reminder emails to customers with updated payment link, pause service access in your application after grace period expires, and create support tickets for manual follow-up on high-value accounts to improve retention.
Revenue recognition automation
Capture successful payment events from Paddle, extract transaction details including amount and customer information, create corresponding entries in your accounting software, update revenue dashboards in real-time, and generate monthly reconciliation reports for your finance team's review.
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