> For the complete documentation index, see [llms.txt](https://knowledge-base.myappz.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge-base.myappz.ai/home/lead-automation/automation-workflow/automation-workflow-sales-and-finance.md).

# Automation workflow -  Sales and finance

**Step 1: Click on Sales and finance.**

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

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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.