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
- 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.
