Payment triggers
A payment can trigger a receipt, a tag update, or the next step in service.
Automation & Workflows • 05
The steps run on their own once you build them, so follow-up happens the same way every time instead of relying on someone to remember.
A payment comes in, and nothing downstream reacts to it.
A payment can trigger a receipt, a tag update, or the next step in service.
Money coming in automatically sets the next action in motion.
How this fits your business
Nobody uses everything on this list. What gets turned on for you depends on what your business actually needs, and it is covered by a single monthly plan instead of being billed line by line.
This is one piece of the Automation & Workflows suite. If it would fix a real problem in your business, ask and we will talk about turning it on. Everything here connects to the same system, so it works alongside the other tools you already use, not in a separate silo.
Related services in the same suite
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