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When a customer opens a ticket, the first question an agent asks is almost always the same: who is this, and what have they paid for? The Macropay integration for Fernand answers that before anyone types a reply. Plan, payment status, and product access land in the conversation sidebar automatically — and because Macropay is your Merchant of Record, the same record that handles tax, invoicing, and disputes is the one your support team reads from. One source of truth, no copy-pasting from a separate billing tool.

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Why connect the two

Fernand is a support inbox built for SaaS — fast, quiet, and designed to take the dread out of a full queue. Wiring it to Macropay turns each conversation into a billing-aware one. Once connected, every agent can:
  • Confirm status at a glance — active customer, churned, or never paid.
  • Triage by value — route Pro and Business tickets ahead of free-tier noise.
  • See the order trail in context — purchases, subscriptions, and payment history without leaving the thread.
Because Macropay is the seller of record, the customer data Fernand displays reflects the same orders we tax, invoice, and remit VAT on worldwide. Your agents and your books never drift apart.

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Connect Macropay to Fernand

1

Open Fernand integrations

Head to Integrations in your Fernand organization settings.
2

Connect Macropay

Click Connect Macropay. Fernand redirects you to Macropay to authorize the link.
3

Approve access

Approve the connection. Fernand begins syncing customer data right away.
That’s the whole setup. Macropay customer details now appear in Fernand’s conversation list and in the sidebar of every thread.

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Automate the inbox with billing data

The real payoff is rules. With Macropay connected, Fernand can branch on real billing state — not a tag someone remembered to set manually. As a worked example, here’s a rule that fast-tracks anyone on the Pro plan: auto-acknowledge their message and bump it to the top of the queue.
1

Create a new rule

Open Rules in Fernand, click Add rule, and give it a name you’ll recognize later — e.g. “Pro plan fast lane”.
2

Pick the trigger

Trigger on each new customer message so the rule evaluates every inbound ticket.
3

Add a Macropay condition

Branch on synced Macropay data, for example:
  • Contact is a customer...
  • Contact has paid plan...
Scope it to a tier (Pro, Business) or a specific product to personalize support and automate prioritization.
4

Define the action

Decide what happens on a match:
  • Send an auto-reply with variables
  • Assign the conversation to a named agent
  • Tag it priority or paid
  • Fire a webhook to drive external automation
The webhook action pairs well with Macropay’s own webhooks. Fernand can react to support events while Macropay pushes billing events to the same backend — useful for granting access, flagging churn risk, or logging high-value interactions.

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Disconnect

1

Open the Integrations page in Fernand.

2

Click Disconnect next to Macropay.

Deleting your Fernand organization removes the Macropay connection automatically.