Payments Workflow Triggers
Payments Workflow Triggers allow you to initiate automated processes based on financial transactions and subscription activities in your Stack system. These triggers help you create responsive workflows that streamline billing operations, enhance customer communication, and improve financial tracking.
Available Triggers
- Estimates: Activates when estimate-related events occur
- Invoice: Activates when invoice-related events occur
- Order Submitted: Activates when an order is submitted
- Payment Received: Activates when a payment is successfully processed
- Product Access Granted: Activates when a user gains access to a product
- Product Access Removed: Activates when a user's access to a product is revoked
- Refund: Activates when a refund is processed
- Subscription: Activates when subscription-related events occur
Use Cases
- Send receipt emails after successful payments
- Generate invoices for completed transactions
- Trigger fulfillment processes when payments clear
- Create recovery sequences for failed payments
- Update customer status based on subscription changes
- Alert team members about significant payment events
- Generate financial reports after billing cycles
- Update access permissions when subscription status changes
- Send renewal reminders before subscription billing dates
Key Benefits
- Improved Cash Flow: Quickly address failed payments and billing issues
- Enhanced Customer Experience: Provide timely communication about financial transactions
- Accurate Records: Automatically update financial data across systems
- Revenue Recovery: Implement systematic processes for failed payment recovery
- Operational Efficiency: Eliminate manual intervention in routine billing processes
- Better Financial Visibility: Track payment events and patterns in real-time
Payments Workflow Triggers create a foundation for efficient financial operations, helping you maintain a healthy cash flow while providing customers with a transparent and well-managed billing experience.