The Payment Received trigger automates processes and actions based on incoming payments when used in a workflow. It can be configured to respond to specific payment events, such as successful or failed transactions or particular products and payment sources. Here are some detailed functionalities and use cases:

Workflow automation: The trigger initiates the Workflow whenever a payment is received, allowing for automated actions like sending confirmation emails, generating invoices, or updating customer records in a CRM.

Customization with filters: 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.

Real-time response: The trigger operates in real-time, enabling businesses to respond quickly to customer transactions. This can help improve customer satisfaction by providing immediate feedback or resolving issues promptly.

Conditional actions: By using if/else conditions in the Workflow, different actions can be executed depending on the payment characteristics, such as the amount, source, or transaction status.

Reporting and analytics: The trigger can 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.

Inside a workflow, add a workflow trigger called Payment Received.

Please Note:

Choosing a filter allows you to choose its respective Sub-filters the next time you add a filter to the same workflow trigger.

Workflow Trigger Filters 

for Payment Received Workflow Trigger

You can then make your Workflow trigger more specific using filters. Here is a table of all the available filters and sub-filters.

Trigger	Filter	Options at Filter Level	Sub-Filter Level 1	Options at Sub-Filter Level 1	Operators
Payment Received	Payment Source	Invoice	Sub-Source	Text2Pay link	is, is not
				One-time invoice
				Recurring template
		Funnel/ Website	Sub-Source	One-step order form
				Two-step order form
				Upsell
			Transaction type	Customer present/first transaction
				Customer not present/subscription transaction
		Calendar	Calendar	Calendar names
	Global Product	Global product Names	Price	Prices Names as per selected Global Product
	Payment status	Success	—
		Failed

If/Else Conditions for Payment Received Workflow Trigger

Once you have added your desired set of Filters and Sub-Filters to your workflow trigger, you can add an If/Else Condition for Payment if you need to branch out the Workflow based on certain conditions. 

This Table explains the possible If/Else Conditions and their branches.

If/Else Option	Action	Operator	Options
Payment	Product	is, is not	Global product Names
	Funnel/Website		Funnel/Website names
	Calendar		Calendar names
	Source		Invoice, Funnel, Website, Calendar
	Payment status		success/failed
	Amount	Equal to, is not equal to, Greater than, Greater than or equal to, Less than, Less than or equal to, is not empty, is empty.	Amount paid

Custom Values for Payment Received Workflow Trigger

When you use the Payment Received Workflow trigger, you have access to a set of Custom Values that you can populate within SMS, Emails, Internal Notifications, etc. This Table explains the custom values in detail.

Custom Values Category	Custom Values Name  (Custom Value Group Name)	Custom Values within Group	Value
Payment	Source		{{payment.source}}
	Currency Symbol		{{payment.currency_symbol}}
	Currency Code		{{payment.currency_code}}
	Customer (Custom Values Group)	ID	{{payment.customer.id}}
		First Name	{{payment.customer.first_name}}
		Last Name	{{payment.customer.last_name}}
		Name	{{payment.customer.name}}
		Email	{{payment.customer.email}}
		Phone	{{payment.customer.phone}}
		Full Address	{{payment.customer.address}}
		City	{{payment.customer.city}}
		State	{{payment.customer.state}}
		Country	{{payment.customer.country}}
		Postal Code	{{payment.customer.postal_code}}
	Invoice (Custom Values Group)	Name	{{payment.invoice.name}}
		Number	{{payment.invoice.number}}
		Issue Date	{{payment.invoice.issue_date}}
		Due Date	{{payment.invoice.due_date}}
		URL	{{payment.invoice.url}}
		Recorded By	{{payment.invoice.recorded_by}}
	Sub-Total		{{payment.sub_total_amount}}
	Discount Amount		{{payment.discount_amount}}
	Coupon Code		{{payment.coupon_code}}
	Tax Amount		{{payment.tax_amount}}
	Created On		{{payment.created_on}}
	Total Amount		{{payment.total_amount}}
	Transaction ID		{{payment.transaction_id}}
	Status		{{payment.payment_status}}
	Gateway		{{payment.gateway}}
	Card Last 4 Digits		{{payment.card.last4}}
	Card Brand		{{payment.card.brand}}
	Method		{{pay