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Operations / Customers

Know the relationship behind the transaction.

Payments are easier to work with when they belong to the right customer story. Keep payment and billing context connected to the people your business serves.

Customer account

SAMPLE PROFILE

Order payment

Linked to a customer purchase

Billing relationship

Context for ongoing service

Support context

A clearer view for your team

Illustrative relationship view; no real customer data is displayed.

A connected record

Everything a customer relationship needs.

A customer is more than a payment. Zapi keeps the purchase, the billing, and the support context connected to the same profile.

Recognize

Relate an incoming payment to the right customer so nothing arrives without context.

Respond

Give your team the context they need when a customer reaches out for help.

Respect

Collect only the information your workflow actually needs and handle it with care.

Connected context

Payment, billing, and support workflows share the same customer record.

Relationship history

See the full story of a customer across every payment and interaction.

Single profile

One profile carries every relationship your business builds with a customer.

Put context where it helps

A connected record, across every workflow.

Customer information can connect purchase, billing, and support workflows. Plan the data your integration actually needs and handle it with care.

01 / CUSTOMER CONTEXT

Recognize

Relate an incoming payment to the right customer the moment it arrives.

02 / CUSTOMER CONTEXT

Respond

Give the team context when a customer needs help, without searching across tools.

03 / CUSTOMER CONTEXT

Respect

Collect only the information required for your workflow and protect it.

Built for relationships

One profile, many kinds of customer.

The same connected record adapts to how your business serves the people behind every payment.

One-off buyers

Relate a single purchase to the customer who made it.

Subscribers

Keep billing context and plan history on one profile.

Support cases

Give your team the context behind every help request.

Onboarding

Start a relationship with the data your workflow needs.

Good to know

Customers, explained.

What teams ask before they build customer records on Zapi.

When a payment arrives, Zapi relates it to the right customer profile so it never lands without context. Your team sees the purchase, the billing relationship, and the support history in one place.

Collect only the information your workflow actually needs. Zapi is built around the principle of respect — gather what helps you serve the customer and handle it with care, nothing more.

Yes. One-off payments, recurring billing, and support context all live on the same customer profile, so your team sees the full relationship regardless of how the customer pays.

Yes. When a customer reaches out, your team has the payment and billing context behind the relationship, so they can respond without searching across separate tools.

Start building with Zapi

Build what moves your business forward.

One integration for payments, payouts, and virtual accounts. Start in test mode and grow from there.