Receiving payment can be the start of many steps with your clients, from fulfilling orders to upselling to granting access to specific offers, and more. After the payment is received, you have to keep track of many things, which can get overwhelming fast. Good thing you have your CRM to help you. This trigger will help you automate the steps to take after you receive payment, making your workload much lighter.

Building the Workflow #

To start, let’s create a new workflow. Head to the Workflows tab inside the Automation section and select the + Create Workflow button. You can build from scratch or use the premade recipes.

When building a workflow, select the trigger Payment Received; you can find it in the Payments section or by looking it up in the search bar.

Filters #

Now, let’s set up the filters. This is optional, but it helps you narrow down when the workflow is triggered. The three main ones here will be:

Global Products #

This helps you limit the automation trigger to a specific product, or by selecting “Is Not” you can exclude particular products from this workflow. Additionally, you can narrow this further by choosing a price for the product.

Payments Status #

This lets you separate between successful and failed payments.

Source #

This limits the automation to trigger only if the payment came from that source. This can be the general source, like Website, Form, etc. Or by adding a Sub-Source filter, you can limit it to only one of those sources. With Funnels and Website, you can also filter out repeated from first-time payments.

Using If/Else Action #

When using the If/Else action with this trigger, you can branch out your contacts with the same filters as the main trigger. Additionally, you can use the payment amount as a conditional, and the sub-source can be set directly, without selecting Source first.

In the dropdown, you can select the channel where you want to receive payment information.

And there you have it—you’re ready to use the Payment Received trigger. Now you can add the steps to follow, and the system will do it for you.

Frequently Asked Questions #

What does the Payment Received trigger do? #

It automates the steps you take after receiving a payment, such as fulfilling orders, upselling, or granting access to offers.

Where do I find this trigger? #

In the Payments section when building a workflow, or by searching for it in the search bar.

What are the three main filters? #

Global Products, Payments Status, and Source.

How can I separate successful from failed payments? #

Use the Payments Status filter to trigger only on successful or only on failed payments.

Can I distinguish first-time from repeat payments? #

Yes. With the Source filter on Funnels and Website, you can filter out repeated payments from first-time payments.

What extra capabilities does the If/Else action add? #

It lets you branch contacts using the same filters, use the payment amount as a condition, and set the sub-source directly without first selecting a Source.