Automation workflow - Sales and finance

Step 1: Click on Sales and finance.

From here select the trigger you want to use and proceed.

Sales & Finance Trigger is designed to streamline and enhance financial transactions and sales processes. It ensures that key actions are automated once specific sales-related events occur, allowing for efficient management of customer interactions and financial functions.

Sales and Finance Triggers:

1. PAID INVOICE

Activation: This trigger is activated when the invoice is paid by the customer. Use Case: You can select specific products for which you want to perform automatic actions when the respective invoices are paid. For example, once payment for a product is confirmed, the system can automatically trigger a sequence of actions such as:

• Sending a payment confirmation email to the customer.

• Updating sales records in your CRM or finance system.

• Initiating delivery or access to the purchased product.

• Notifying the sales team or other relevant departments about completed transactions.

2. Subscription Created Activation: This trigger is activated when a subscription is created for a course. Use Case: You can select specific courses for which you want to automate actions upon subscription creation. For example, when a customer subscribes to a course, the system can automatically trigger a series of actions such as:

• Sending a subscription confirmation email to the customer.

• Granting access to course materials.

• Updating your CRM or LMS records with the new subscription data.

• Notifying the course instructor or relevant team members.

3. Cancellation of Subscription Activation: This trigger is activated when a subscription is canceled by the customer or automatically by the system. Use Case: You can automate actions for specific courses where a subscription is canceled. Once a subscription is canceled, the system can automatically:

• Send a cancellation confirmation email to the customer.

• Restrict access to the course materials.

• Update subscription records in your CRM or LMS.

• Notify the customer support team to follow up with the user.

4. Installment Created Activation: This trigger is activated when an installment payment is created for a course or product. Use Case: When an installment plan is set up, specific actions can be automated. For instance:

• Sending a payment plan confirmation email to the customer.

• Updating financial records in your CRM or finance system.

• Setting reminders for upcoming installment payments.

• Notifying the sales or finance teams.

5. Installment Cancellation Activation: This trigger is activated when an installment payment is canceled for a course or product. Use Case: For products or courses with installment plans, you can automate actions upon cancellation, such as:

• Sending a cancellation notification to the customer.

• Pausing or revoking access to the course or product.

• Updating the installment record in the finance system.

• Alerting the finance or sales team.

6. Invoice Pending Activation: This trigger is activated when an invoice is pending for a course or product. Use Case: Automate actions when an invoice is pending, such as:

• Sending a payment reminder email to the customer.

• Updating the customer's payment status in your finance system.

• Setting up reminders for the finance or sales teams to follow up on the pending payment.

7. Payment Failed Activation: This trigger is activated when a payment fails for a course or product. Use Case: Automate actions when a payment fails, such as:

• Sending a payment failure notification to the customer with instructions to retry.

• Updating the payment status in the finance system.

• Notifying the sales or finance teams to follow up.

• Temporarily pausing access to the course or product until the issue is resolved.

8. Invoice Overdue Activation: This trigger is activated when an invoice becomes overdue for a course or product. Use Case: Automate actions for overdue invoices, such as:

• Sending overdue invoice notifications to the customer.

• Adding late payment penalties if applicable.

• Updating the finance system with overdue invoice status.

• Alerting the sales or finance teams to take further action.

This trigger helps automate post-purchase processes, ensuring that each transaction is immediately acknowledged and followed up with the necessary actions, ultimately improving customer satisfaction and operational efficiency.