Workflow Trigger Payment Received

Originally Posted: May 17, 2023

Hello there! We are pleased to introduce you to the "Payment Received" workflow trigger from our development team. This resourceful tool acts as a centralized process perfect for capturing all incoming payments across your CRM system.

Let's delve into what this trigger has to offer. Not only does it streamline payment capture, but it also allows for a diverse range of charges and provides a scope for extensive filter customizations. The idea behind this trigger is to help you automate tasks, streamline processes, and efficiently respond to customer transactions.

Want to edit or create a workflow? All you need to do is navigate to automation workflows. From there, you can easily add the "Payment Received" trigger.

In addition to its core functions, this trigger also offers the opportunity to add filters based on the product, the payment status, and its source. As a result, you can efficiently manage payments coming from various channels such as calendars, funnels, invoices, and websites.

Speaking of payment statuses, have you ever needed to filter for failed payments? With this trigger, you can easily track both successful and failed transactions. It's an excellent tool for maintaining clear records of subscription and recurring payments.

Once you've added the "Payment Received" trigger, you will have access to a variety of different custom values and filters. These can be leveraged in conditional statements ("If else" statements) to branch off in your workflow based on various parameters like amounts, statuses, products, or websites.

You might be thinking, "this sounds complex", but rest assured, our help library is ready to assist you. You can look up the trigger in our library for more detailed information about its usage.

Stay tuned for more updates as we continue to improve and expand on our offerings. The journey to an automated, efficient, and hassle-free payment process begins with the "Payment Received" trigger. We are confident that this feature will significantly enhance your CRM operations and contribute to better customer transactions. Enjoy using it!

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