Payment Link Submissions as Workflow Triggers

[HNorsworthy]

Is it possible to use a payment link being submitted as a workflow trigger??? I am not able to get my workflows to trigger properly with the payment links. I want to be able to send some automated emails amongst other things once a payment link is submitted but it does not seem possible currently?

[Markestac · Accepted solution]

Hi @HNorsworthy, 
HubSpot Payment Links currently have limited native trigger options in workflows, and unfortunately you can’t use the submission of a Payment Link directly as a workflow trigger out of the box.  What is possible:

1. Trigger based on the creation of a Payment object
   • When someone completes a purchase using a Payment Link, HubSpot creates a Payment record.
   • If you're on HubSpot Payments, you can create workflows with the “Payment” object as the trigger.
   • You can filter these payments by "Associated payment link name" or "Payment status" = Succeeded.

STEPS:

• Go to Workflows > Create Workflow > Start from Scratch > Object: Payment

Set Enrollment Trigger:

• Payment Status = Succeeded
• Payment Link Name = Insert your Link Name (optional filter)

Add Actions:

• Send internal  emails
• Create or associate deals etc.

Hope this helps!
Let me know if you have any questions.

[SFowler9]

Hello!

Depending on what you're trying to do - it looks like you can:

Or you can do a workflow by payment recieved, if that's what you're really trying to base it off of. Hopefully this helps! 

[HNorsworthy]

Yes but for some reason when I set that up, the payment link being submitted does not trigger the workflow.. does that exact setup work for you..? What if the Source already has a value?

[DianaGomez]

Hi @HNorsworthy 

Thanks for reaching out to the Community!

I know you posted this question a few days ago, and I wanted to check in to see if you've found a solution. If you have, we'd be incredibly grateful if you could share the steps you took – your insights would certainly help others in the community facing a similar challenge! If you're still looking for a solution, please let us know so we can continue our investigation.

Thanks!
Diana