Launching the workflow after a successful payment via the payment link.

[YTartachnyi]

Hi everyone. We are using payment links, and after payment, the client should be added to a segmented list. I am trying to create a workflow. I've tried several methods, including using the payment source ID and status, but so far this method isn't working.

Could someone share their experience or a proven working method for triggering the workflow? We have several payment links, and after payment, clients should be added to different segmented lists.

Thank you all, and have a great day.

[CarolinaDeMares · Accepted solution]

Hey @YTartachnyi ! 

Payment links trigger reliably on the deal object, not directly on contacts. The most reliable setup is a deal-based workflow that enrolls when Payment status = Paid, then updates the associated contact (or adds them to a list). From there, use contact properties to build segmented lists. This also makes it easy to handle multiple payment links.

Let me know if you'd need further support! 

Carolina De Mares

ZUID.
Goirkekanaaldijk 12 
5046 AT Tilburg 
Nederland

[BérangèreL]

Hey @YTartachnyi, you might find the solutions shared by my colleague Jennifer and @BSmith08 in the thread "Workflow based on specific payment" really helpful!

Give them a look, and let us know if that points you in the right direction or if you have something different in mind.

Thanks so much, and wishing you a wonderful day!
Bérangère