Workflow Trigger - Order Submitted

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What is the Order Submitted Trigger for Payment Links?

TheOrder Submitted Triggeris enabled for payment links, allowing businesses to automate post-purchase workflows when a customer completes a purchase.

TABLE OF CONTENTS

• What is the Order Submitted Trigger for Payment Links?
• PayPal Support for Recurring Invoices
• Frequently Asked Questions

Key Benefits:

• Automation: Streamline post-purchase actions such as confirmation emails and notifications.

• Improved Customer Experience: Ensure timely follow-ups after a payment is completed.

• Data Management: Automatically update records when an order is submitted.

How to Use the Order Submitted Trigger:

1. Go toAutomation Settings.

2. SelectPayment Links Workflow.

3. Enable theOrder Submitted Trigger.

4. Configure actions such as:

   • Sending confirmation emails.

   • Updating customer data.

   • Notifying relevant teams.

5. Save and activate the workflow.

PayPal Support for Recurring Invoices

Businesses can offerPayPal as a payment method for recurring invoices, provided autopayment is not enabled.

Key Benefits:

• More Payment Options: Customers can choose PayPal for recurring invoices.

• Improved Usability: Supports businesses relying on subscription-based or repeat billing models.

• Enhanced Customer Satisfaction: Provides flexibility in payment methods.

How to Enable PayPal for Recurring Invoices:

1. Ensure thatPayPal integrationis active in your system.

2. Paypal does not work with auto-payments right now so make sure you are not setting a recurring invoice which as auto-payment enabled. No additional step needs to be done to enable PayPal

Your customers will now be able to choose PayPal as a payment method while paying their invoices

Frequently Asked Questions

Q: What is the “Order Submitted” trigger used for?

The “Order Submitted” trigger is used in Workflows to initiate automated actions when a customer completes a purchase. This includes one-time product orders and recurring invoice subscriptions. It helps streamline post-purchase processes like confirmation emails, internal notifications, or upsell flows.

Q: Does the “Order Submitted” trigger work with PayPal?

Yes, the trigger now fully supports PayPal transactions, including those involving recurring invoices. Once a user completes a PayPal checkout, the trigger will activate just like it does for Stripe transactions.

Q: Can I use the trigger for both one-time and recurring purchases?

Absolutely. The “Order Submitted” trigger works with both one-time product purchases and recurring invoice setups. You can differentiate between the two using filters in your workflow configuration.

Q: Will the trigger activate for failed PayPal payments or only successful ones?

The “Order Submitted” trigger only fires after a successful order submission and payment confirmation—whether it’s via Stripe or PayPal. Failed or incomplete payments will not activate the trigger.

Q: Can I send an automated email after a PayPal recurring payment is made?

Yes. Using the “Order Submitted” trigger in combination with a “Send Email” action in your workflow, you can automatically send confirmation or onboarding emails after any PayPal recurring payment is submitted. OR simply use sales receipts under Payments -> Settings