{"id":1076,"date":"2026-03-16T08:14:15","date_gmt":"2026-03-16T08:14:15","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=1076"},"modified":"2026-03-16T08:14:15","modified_gmt":"2026-03-16T08:14:15","password":"","slug":"workflow-trigger-payment-received","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/workflow-trigger-payment-received\/","title":{"rendered":"Workflow Trigger – Payment received"},"content":{"rendered":"

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM. It can be customized with filters to target specific use cases. This trigger helps businesses automate tasks, streamline processes, and efficiently respond to real-time customer transactions.<\/p>\n

What is the Payment Received Workflow Trigger?<\/strong><\/h1>\n

The Payment Received trigger automates processes and actions based on incoming payments when used in a workflow. It can be configured to respond to all payment events across the CRM (ex: one-time purchases, subscription charges, invoices, etc)<\/span>, such as successful or failed transactions or particular products and payment sources.<\/p>\n

The trigger starts a workflow instantly whenever a matching payment is received, allowing for automation of actions like sending confirmation emails, generating invoices, or updating customer records. Users can apply various filters to the trigger, such as transaction type, payment source, or product. This enables the creation of targeted workflows for specific scenarios, like subscription renewals, or failed payments.<\/p>\n

By using if\/else conditions in the Workflow, different actions can be executed in very specific situations depending on the payment characteristics, such as the amount, source, or transaction status. The workflow actions can also capture payment data for analysis and reporting purposes. By monitoring incoming payments and their attributes, businesses can gain insights into sales performance, customer behavior, and potential areas for improvement.<\/p>\n

\n

Key Benefits Of Payment Received Workflow Trigger<\/strong><\/h2>\n

The Payment Received trigger offers numerous usage cases and benefits, helping businesses automate processes, improve customer experience, and gain insights from payment data. Some common usage cases and their benefits include:<\/p>\n

    \n
  • Automated payment confirmation:\u00a0<\/strong>Send customers automated confirmation emails or messages when Payment is processed, which enhances customer satisfaction.

    <\/li>\n
  • Subscription management:\u00a0<\/strong>Automatically update subscription status in the system when a subscription payment is successful or failed, which increases business efficiency by streamlining subscription management.

    <\/li>\n
  • Payment failure resolution:\u00a0<\/strong>Automatically notify customer support or sales teams to address and assist the Customer when a payment failure occurs; resolve payment issues quickly.<\/li>\n<\/ul>\n
    \n

    How to use the Payment Received Trigger<\/strong><\/span><\/h1>\n