Last updated
Last updated
In this article, we will explain how to set up a workflow trigger: Invoice, and how it can be used
Select the “Add New Workflow Trigger” button
This will pull up a list of selections of triggers on the right-hand side of the screen
Scroll down until you see the “Payments” column
Select the “Invoice” button
Choose sent or paid as an invoice status
Please note: The only filters are if the invoice has been Sent or Paid
You can trigger an automation based on if you sent an invoice to a particular contact, or if a contact has paid an invoice
For Example: Send a notification email whenever you send an email. “Hey please make sure to check your email because we just sent you an invoice.” (see below)
Once complete please make sure you select the green “Save Action” button on the bottom right before closing the trigger or moving on to another step
