Workflow Trigger: Payment Confirmation

When a payment is processed, it often marks the beginning of several crucial actions with your clients—whether it’s completing orders, offering additional services, granting exclusive access, or more. Keeping track of these tasks can quickly become overwhelming. Fortunately, with the aid of your CRM, this trigger helps automate post-payment actions, significantly reducing your workload.

Creating the Workflow

To begin, initiate a new Workflow by navigating to the Workflows section within the Automation area. 

When setting up the Workflow, select the "Payment Received" trigger. You can locate this option under the Payments category or find it by typing in the search bar.

Setting Up Filters

Although optional, configuring filters allows you to refine when the workflow is triggered. Here are the primary filters to consider:

Product Filters: Restrict the automation to trigger only for a specific product, or use the “Is Not” option to exclude certain products from the workflow. You can also set a price filter for more precise targeting. 

Payment Status: Differentiate between successful and failed transactions to tailor the workflow accordingly.

Payment Source: Specify the source of the payment, such as a website or form. You can further refine this by adding a Sub-Source filter or distinguishing between first-time and repeat payments.

Utilizing If/Else Conditions

The If/Else action allows you to branch your workflow based on the same filters as the primary trigger. You can also incorporate conditions like the payment amount or directly set the sub-source filter without needing to select the main Source first.

Conclusion

You're now equipped to use the "Payment Received" trigger efficiently! This automation ensures that essential tasks—such as sending products or following up with clients—are handled systematically, freeing you from the risk of overlooking important steps.