Subscription & Refund Trigger For Payments

With additional triggers around payments, business users have more control over automations built around lead conversion processes. Along with the current support for Payment Received, Order Submitted trigger and Invoice trigger, we have added the support for 2 new additional triggers

1. Subscription Trigger

Allows you to automate processes around status changes for subscriptions

  • When a subscription is created for a customer

  • When the subscription switches from trial to active

  • When a subscription is cancelled

Subscription status filters can also be used to create IF conditions based on status changes or associated products. Custom values can also be used inside Payments custom values.

2. Refund Trigger

Allows automations to be built around payments processed as refunds by you or your sales agents. Users can trigger workflows based on refund attempts, and branch conditions based on: 

  • Whether the refund was successful or failed

  • Whether the refund was for the full amount or partial amount

  • OR based on the amount or source of the refund

Additionally, refund custom values are available in the Payments section to allow businesses to send customized notifications.

Stripe, Authorize.net, and NMI integrations are available under "Revenue" > "Integrations"

For PayPal, the trigger only works when a subscription is created and not on further actions. PayPal functionalities will be available soon.

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