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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…

1 min read253 words4 explained imagesUpdated Thu, 11 Apr, 2024 at 1:20 AM
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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 to automate processes around the status changes for subscriptions

  • When a subscription is created for a customer
  • When the subscription moves over from trial to active
  • When a subscription is cancelled
Figure 1 What this shows When a subscription is created for a customer When the subscription moves over from trial to active When a subscription is cancelled What this shows Illustrates "Subscription & Refund trigger for payments". This screenshot appears in "Subscription & Refund trigger for payments". The text alongside this image reads: When a subscription is created for a customer When the subscription moves over from trial to active When a subscription is cancelled. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values. Image 1 of 4 What this coversWhen a subscription is created for a customer When the subscription moves over from trial to active When a subscription is cancelled
Fields in this part of the guide When a subscription is created for a customerWhen the subscription moves over from trial to activeWhen a subscription is cancelled
Buttons and menus referenced 1. Subscription Trigger
Next stepBusinesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values.
All 3 steps in this procedure
  1. When a subscription is created for a customer
  2. When the subscription moves over from trial to active
  3. When a subscription is cancelled

Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values.

Figure 2 What this shows Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the… What this shows Illustrates "Subscription & Refund trigger for payments". This screenshot appears in "Subscription & Refund trigger for payments". The text alongside this image reads: Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Allows automations to be built around payments that are processed as refunds by you or your sales agents. Users will be able to trigger a workflow based on a refund attempt and then branch conditions based on. Image 2 of 4 What this coversBusinesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values.
Fields in this part of the guide When a subscription is created for a customerWhen the subscription moves over from trial to activeWhen a subscription is cancelled
Buttons and menus referenced 1. Subscription Trigger
Next stepAllows automations to be built around payments that are processed as refunds by you or your sales agents. Users will be able to trigger a workflow based on a refund attempt and then branch conditions based on:
All 3 steps in this procedure
  1. When a subscription is created for a customer
  2. When the subscription moves over from trial to active
  3. When a subscription is cancelled

2. Refund Trigger

Allows automations to be built around payments that are processed as refunds by you or your sales agents. Users will be able to trigger a workflow based on a refund attempt and then branch conditions based on: 

  • Whether the refund was success or failed
  • Whether the refund was for full amount or partial amount
  • OR based on the amount or source of the refund
2. Refund Trigger (image 3 of 4) What this shows Whether the refund was success or failed Whether the refund was for full amount or partial amount OR based on the amount or source of the… What this shows Illustrates the "2. Refund Trigger" section of "Subscription & Refund trigger for payments". This screenshot appears in the "2. Refund Trigger" section of "Subscription & Refund trigger for payments". The text alongside this image reads: Whether the refund was success or failed Whether the refund was for full amount or partial amount OR based on the amount or source of the refund. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios. Image 3 of 4 What this coversWhether the refund was success or failed Whether the refund was for full amount or partial amount OR based on the amount or source of the refund
Fields in this part of the guide Whether the refund was success or failedWhether the refund was for full amount or partial amountOR based on the amount or source of the refund
Next stepRefund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios
All 3 steps in this procedure
  1. Whether the refund was success or failed
  2. Whether the refund was for full amount or partial amount
  3. OR based on the amount or source of the refund

Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios

2. Refund Trigger (image 4 of 4) What this shows Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications… What this shows Illustrates the "2. Refund Trigger" section of "Subscription & Refund trigger for payments". This screenshot appears in the "2. Refund Trigger" section of "Subscription & Refund trigger for payments". The text alongside this image reads: Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: These triggers work with Stripe, Authorize.net and NMI integrations available under Payments -> Integrations For Paypal, the trigger only works when a subscription is created and not on any further actions. All functionalities will be…. Image 4 of 4 What this coversRefund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios
Fields in this part of the guide Whether the refund was success or failedWhether the refund was for full amount or partial amountOR based on the amount or source of the refund
Next stepThese triggers work with Stripe, Authorize.net and NMI integrations available under Payments -> Integrations For Paypal, the trigger only works when a subscription is created and not on any further actions. All functionalities will be available soon for PayPal
All 3 steps in this procedure
  1. Whether the refund was success or failed
  2. Whether the refund was for full amount or partial amount
  3. OR based on the amount or source of the refund

These triggers work with Stripe, Authorize.net and NMI integrations available under Payments -> Integrations
For Paypal, the trigger only works when a subscription is created and not on any further actions. All functionalities will be available soon for PayPal

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