Case Study: Paysafe achieves agile, secure workflow automation with Workato

How Paysafe Extended Zendesk’s Capabilities with Workato for Agile Workflows

Paysafe, a payment processing provider for more than 137,000 small and midsize business customers, needed a faster, more connected way to run support and merchant cash advance workflows across Zendesk, Salesforce, DocuSign, and a custom CRM. The team faced siloed systems, limited integration with its CRM, and slow manual handoffs that delayed approvals and customer responses, especially for its new business unit.

Workato implemented automated, secure workflows connecting Salesforce, Zendesk, and DocuSign, including contract generation, bidirectional status syncing, ticket updates, and notifications for sales reps and underwriters. With Workato, Paysafe was able to launch the new department on an aggressive timeline, reduce wait times, and offer funding in as little as one day instead of months, while also enabling scalable future integrations and selective comment syncing.

Paysafe

Deidre Jones

Manager of Service Applications and Technology