Workflow Trigger: Payment Received

What the Payment Received Trigger Does

The Payment Received workflow trigger lets you automate actions whenever a payment event occurs in BizStackPro. This includes one-time payments, subscription renewals, invoice payments, funnel purchases, calendar payments, and failed transactions. It’s ideal for sending receipts, updating CRM records, managing subscriptions, and responding to payment issues in real time.

Key Capabilities

• Automation: Trigger confirmations, CRM updates, and internal notifications automatically.
• Filtering: Target by source, transaction type, product, price, and payment status.
• Real-time response: React instantly to incoming or failed payments.
• Branching: Use If/Else conditions to route contacts based on payment data.
• Tracking: Apply tags and store details for reporting and segmentation.

How to Add the Payment Received Trigger

1. Open Workflows: Go to Automation and open Workflows.
2. Create or edit a workflow: Start a new workflow or open an existing one.
3. Add the trigger: Click Add New Workflow Trigger and select Payment Received.
4. Apply filters: Choose filters to control which payment events should enter the workflow.
5. Add actions: Send confirmations, apply tags, notify your team, or start onboarding.
6. Save + publish: Save the workflow, toggle to Publish, and test with a controlled payment.

Available Trigger Filters

Using If/Else Conditions with Payments

After filters are applied, use If/Else branches to route contacts based on payment attributes such as:

• Product purchased
• Funnel or website used
• Calendar used (if applicable)
• Payment source (invoice, funnel, calendar, etc.)
• Payment status (success or failed)
• Payment amount thresholds

Custom Values Available with Payment Received

This trigger exposes custom values you can use in messages and notifications—helpful for receipts, troubleshooting, and personalization.

Common Payment Scenarios

• Subscription renewals: Trigger workflows for background subscription charges.
• Failed payments: Notify customers and launch recovery follow-up automatically.
• High-value transactions: Alert your team when large payments are received.
• Invoice payments: Track invoices and update records instantly.