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Workflow Trigger: Invoice

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 selections of triggers on the right-hand side of the screen
  • 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 ExampleSend 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
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