Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Ordway integration
Answer billing and subscription questions in Tidio with the Ordway invoice in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Ordway
Explain an invoice
The Ordway invoice and its line items let support answer a billing question directly.
Handle a failed payment
A declined charge in Ordway can start the conversation before the account lapses.
Answer plan and renewal questions
Subscription term and renewal date turn a vague question into a date.
Escalate with the record
When finance is needed, the invoice is already identified in the handover.
Overview
Ordway holds the subscription, the invoice and the payment history behind a billing question. Support gets the question first and finance gets it second, which adds a day to something that takes a minute. Reading Ordway into Tidio means the agent can see the invoice, the plan and whether a payment failed. Credits, invoice changes and revenue treatment stay in Ordway, where the rules and the audit trail are.
Key features
- Invoice in the chat The Ordway invoice, its total and whether it was paid.
- Subscription detail See the plan, the term and what changed mid-cycle.
- Failed payments visible A declined charge explains most billing complaints.
- Credits stay in Ordway Adjustments are posted where the audit trail is.
Ordway
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Ordway in minutes
1
Connect Ordway and Tidio
Zapier, Integrately or Make links the two, or a service reads Ordway and posts to the Tidio API.
2
Match the account
Lookups key on the Ordway customer, so agree on email or account number first.
3
Keep adjustments in Ordway
Credits, invoice edits and revenue treatment are handled there, not in a chat.
Discover more integrations
All Integrations
Feed the numbers your conversations produce into the plans your finance team builds.
Bring support and demand signals from chat into the plans your business runs on.
Answer billing questions with the BlueSnap payment in view, and reach out when one fails.
Give agents the Braintree transaction behind every billing question, and act on disputes sooner.
Use the conversation as dispute evidence, and reach the customer before a case is decided.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Ordway integration
Can agents issue a credit from a chat?
Better to capture the request and let finance post it. A credit in Ordway affects revenue recognition and the audit trail, and the person deciding should be the one who owns those numbers. The conversation can carry the reference back to the customer straight away.
What should support be able to see?
Invoice, line items, payment status, plan and renewal date. That answers nearly every billing question. Revenue schedules, deferred balances and internal pricing belong in Ordway with the finance team who read them in context.
Is the Ordway integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Ordway integration.