Automating Actions After a Purchase with the Order Submitted Trigger

About the Order Submitted Trigger

The Order Submitted trigger is a powerful automation tool for your CRM. It activates a workflow whenever a customer successfully completes a purchase through a payment link. This allows you to automatically execute a series of follow-up actions immediately after an order is placed, helping you manage the post-purchase process without manual effort.

Benefits of Using This Trigger

• Automate Routine Tasks: Eliminate manual steps by automatically sending order confirmations, updating contact records, or notifying your team.
• Enhance the Customer Journey: Provide instant, professional communication after a purchase, improving trust and satisfaction.
• Maintain Accurate Data: Ensure customer information and purchase history in your CRM are updated automatically as soon as an order is submitted.

How to Set Up the Order Submitted Trigger

Follow these steps to create an automated workflow that starts when an order is submitted.

1. Navigate to your CRM's Automation settings.
2. Select the option to create or edit a Payment Links Workflow.
3. When setting up the workflow trigger, choose Order Submitted.
4. Configure the actions you want to happen automatically. Common actions include:
   • Sending a confirmation or thank-you email to the customer.
   • Adding a note or updating a custom field on the contact's record.
   • Sending an internal notification (e.g., a text or email) to a team member.
5. Save your workflow and activate it.

PayPal Support for Recurring Invoices

The Order Submitted trigger fully supports purchases made via PayPal, including payments for recurring invoices. This integration provides more flexibility for your customers who prefer PayPal.

Important Consideration for Recurring Invoices

PayPal can be used as a payment method for recurring invoices, but there is a key restriction: it cannot be used if auto-payment is enabled on the invoice. Customers must manually approve each recurring payment. If your business model relies on subscription auto-payments, Stripe remains the recommended payment processor.

How to Offer PayPal for Invoices

No special configuration is needed within the workflow trigger itself. Simply ensure that PayPal is set up as an active payment method in your CRM's payment settings. Once configured, customers will see PayPal as an available option when paying their invoices, and successful payments will activate the Order Submitted trigger.

Frequently Asked Questions

What types of purchases activate this trigger?

The trigger works for both one-time product purchases and successful payments on recurring invoice subscriptions. You can use filters within your workflow to create different automation paths for each type of order.

Does the trigger work for failed payments?

No. The Order Submitted trigger only activates after a successful payment is confirmed. Failed or abandoned checkouts will not start the workflow.

Can I send a receipt automatically?

Yes. You can configure your workflow to send an email immediately after the trigger fires. Alternatively, you can use the automated sales receipt feature found in your CRM's Payments settings.