By expanding triggers related to payments, business users gain enhanced command over automations tailored to lead conversion workflows.
In addition to the existing support for triggers like Payment Received, Order Submitted, and Invoice, we've introduced two new additional triggers to further empower your automation capabilities.
1. Subscription Trigger
Allows to automate processes around the status changes for subscriptions
- When a subscription is created for a customer
- When the subscription moves over from trial to active
- When a subscription is cancelled
Enterprises can leverage subscription status filters to establish IF conditions according to status modifications or the product linked with the subscription. Additionally, they can harness custom values within Payments to further customize their operations.
2. Refund Trigger
Allows automations to be built around payments that are processed as refunds by you or your sales agents. Users will be able to trigger a workflow based on a refund attempt and then branch conditions based on:
- Whether the refund was success or failed
- Whether the refund was for full amount or partial amount
- OR based on the amount or source of the refund
Refund custom values are also available inside the Payments section in custom values to allow businesses to send custom notifications based on different scenarios
These triggers work with Stripe, Authorize.net and NMI integrations available under Payments -> Integrations
For Paypal, the trigger only works when a subscription is created and not on any further actions. All functionalities will be available soon for PayPal