Workflow Trigger - Invoice

Modified on Sun, 20 Oct at 1:37 AM

Overview

The Invoice Workflow is designed to automate actions based on the status of an invoice. This workflow can be triggered when an invoice is sent or paid, allowing for automated follow-up actions such as sending notifications or updating records.

Trigger Name

Invoice Status Changes

Trigger Description

The "Invoice Status Changed" trigger activates when an invoice's status changes. It allows you to perform actions based on the new status of the invoice, such as sending follow-up emails or SMS notifications.

How to Configure

Navigate to Workflows:

Go to the workflows section of your platform.

Create a New Workflow:

Name the workflow something like "Invoice Status Workflow."

Trigger Type: Invoice
Event: Invoice Status Changed

Filters:

Invoice Status: Sent or Paid

Add Actions Based on the Status:

Action Type: (e.g., Send Email, Send SMS, Update Record)
Configure the action details according to the desired outcome when an invoice status changes.

Value	Description	Mandatory
Invoice Status	The status of the invoice (e.g., Sent, Paid)	Yes
Select	Additional filters if needed (e.g., Customer Tag, Custom Field)	No

Example

Workflow Name: Invoice Status Workflow

Trigger Configuration:

Choose a Workflow Trigger:

Trigger Type: Invoice
Event: Invoice Status Changed
Workflow Trigger Name: Invoice Status
Filters:
- Invoice Status: Sent or Paid

Send Email (If Invoice Sent)

Action Type: Send Email
Action Name: Notify Invoice Sent
Recipient: {{Contact.Email}}
Subject: Your Invoice Has Been Sent
Message:
Hi {{Contact.FirstName}},
Your invoice has been sent. Please check your email for details. Thank you for your business!
Best regards, [Your Business Name]

Send SMS (if Invoice Paid)

1. Action Type: Send SMS

Action Name: Confirm Invoice Payment
Recipient: {{Contact.PhoneNumber}}
Message:
Hi {{Contact.FirstName}},
Thank you for your payment. Your invoice has been marked as paid.
Best regards, [Your Business Name]