In this article, we will explain how to set up a workflow trigger: Invoice, and how it can be used

How to set up the Invoice trigger

• Select the “Add New Workflow Trigger” button

• This will pull up a list of selections of triggers on the right-hand side of the screen

• Search for invoice in search bar under payments
  • Select the “Invoice” button

• Choose sent or paid as an invoice status

• Please note: The only filters are if the invoice has been Sent or Paid

• You can trigger an automation based on if you sent an invoice to a particular contact, or if a contact has paid an invoice 

• For Example: Send a notification email whenever you send an email. “Hey please make sure to check your email because we just sent you an invoice.” (see below)

• Once complete please make sure you select the green “Save Action” button on the bottom right before closing the trigger or moving on to another step

FAQs on Setting Up the Invoice Workflow Trigger

1. What is the Invoice Workflow Trigger?
The Invoice Workflow Trigger activates a workflow based on the status of an invoice, specifically when an invoice is sent or paid. This allows you to automate follow-up actions related to invoice management.

2. How do I add the Invoice Workflow Trigger to a workflow?

• Click “Add New Workflow Trigger.”
• Search for “invoice” in the payments section.
• Select the “Invoice” trigger.

3. What options are available for the Invoice trigger?
You can configure the trigger to activate based on two statuses:

• Sent: When an invoice is sent to a contact.
• Paid: When an invoice is paid by a contact.

4. How can I use the Invoice Workflow Trigger?
Set up automations such as sending notification emails or other actions whenever an invoice is sent or paid. For example, you can send a reminder email to contacts when an invoice is sent.

5. Are there any additional filters available for the Invoice trigger?
No, the available filters are limited to invoice statuses: Sent and Paid.

6. How do I save the changes after setting up the trigger?
Click the green “Save Action” button at the bottom right corner of the trigger setup screen to save your changes.