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 trigger selections on the screen's right-hand side.
- 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
