Source Filter For Payment Received Trigger

Source Filter For Payment Received Trigger

Software Updates

April 29, 2024 ● 2 min read

Source Filter For Payment Received Trigger
A small consulting firm can now automate follow-up actions specifically for payments received through its website forms, ensuring prompt communication and engagement with new leads.
Source Filter For Payment Received Trigger: With this enhancement to the workflow builder, businesses can now precisely trigger actions upon payment receipt based on specific sources, providing greater control and customization over automated workflows.

⭐️ Why Does It Matter To Your Business?

  • Gain precise control: Filter payment triggers based on the specific source, such as calendar bookings, website forms, funnels, invoices, or manual payments.

  • Increase automation effectiveness: Tailor workflows to respond only to relevant payment sources, reducing unnecessary actions and streamlining processes.

  • Enhance workflow customization: Enjoy more flexibility in designing automated sequences that cater to unique business needs and scenarios.

⭐️ Source Filter For Payment Received Trigger:

  1. Access the Automations tab from the left navigation menu, select Workflows, and then click on “+ Create Workflow” or edit an existing one.

  1. Choose to create from scratch or use a template.

  2. Click on the “Add New Trigger” button and add the newly added trigger “Payments Received.”

  1. Select the required filter (i.e., global product).

  1. Now select the operator as “Is” and select the required product (i.e., test).

  1. Add another filter if required with the required fields (i.e., source).

  1. Now similarly, add the operator and select the source (i.e., forms). After filling in all the required fields, click on “Save Trigger.”.

This enhancement empowers businesses to optimize their workflows by precisely targeting payment triggers from different sources, enhancing efficiency and customization within the CRM.

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