Skip to main content

Workflow Trigger: Order Submitted

The Order Submitted Trigger in Stack is a powerful feature that automates workflows when a customer completes a purchase using payment links. This trigger is designed to enhance your business operations by streamlining post-purchase processes.

Key Benefits​

  • Automation: Simplify post-purchase tasks such as sending confirmation emails and notifications.
  • Improved Customer Experience: Ensure timely follow-ups after a payment is completed.
  • Data Management: Automatically update records when an order is submitted.

How to Use the Order Submitted Trigger​

  1. Navigate to Automation Settings.
  2. Select Payment Links Workflow.
  3. Enable the Order Submitted Trigger.
  4. Configure actions such as:
    • Sending confirmation emails.
    • Updating customer data.
    • Notifying relevant teams.
  5. Save and activate the workflow.

PayPal Support for Recurring Invoices​

Stack allows businesses to offer PayPal as a payment method for recurring invoices, provided autopayment is not enabled.

Key Benefits​

  • More Payment Options: Customers can choose PayPal for recurring invoices.
  • Improved Usability: Supports businesses relying on subscription-based or repeat billing models.
  • Enhanced Customer Satisfaction: Provides flexibility in payment methods.

How to Enable PayPal for Recurring Invoices​

  • Ensure that PayPal integration is active in your system.
  • Note that PayPal does not currently support auto-payments for recurring invoices. Ensure autopayment is not enabled.
  • Your customers can now select PayPal as a payment method when paying their invoices.

Frequently Asked Questions​

Q: What is the “Order Submitted” trigger used for?
A: The “Order Submitted” trigger initiates automated actions when a customer completes a purchase. This includes one-time product orders and recurring invoice subscriptions, helping to streamline processes like confirmation emails, internal notifications, or upsell flows.

Q: Does the “Order Submitted” trigger work with PayPal?
A: Yes, the trigger fully supports PayPal transactions, including those involving recurring invoices. It activates once a user completes a PayPal checkout, similar to Stripe transactions.

Q: Can I use the trigger for both one-time and recurring purchases?
A: Absolutely. The “Order Submitted” trigger works with both one-time product purchases and recurring invoice setups. You can differentiate between the two using filters in your workflow configuration.

Q: How can I identify if the order was paid via PayPal or Stripe?
A: Use the “Payment Mode” filter within the workflow trigger to distinguish between PayPal and Stripe payments. This allows you to create customized automations based on the payment method used.

Q: Will the trigger activate for failed PayPal payments or only successful ones?
A: The “Order Submitted” trigger activates only after a successful order submission and payment confirmation, whether via Stripe or PayPal. Failed or incomplete payments will not activate the trigger.

Q: Can I send an automated email after a PayPal recurring payment is made?
A: Yes. By combining the “Order Submitted” trigger with a “Send Email” action in your workflow, you can automatically send confirmation or onboarding emails after any PayPal recurring payment is submitted. Alternatively, you can use sales receipts under Payments -> Settings.