Triggering workflow off of purchasing item in quote

MItroram
Member

Is it possible to trigger a workflow off of a specific purchased item in a quote?

 

For example, when we send a quote in HubSpot and they pay via the Stripe integration we want to be able to:

Update Status to Customer
Send internal email notifications
Send nurturing sequence
etc?
I've got to believe this is how HUBS is doing it.

 

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1 Reply 1
jennysowyrda
Community Manager

Hi @MItroram,

 

While products do not associate with a contact property that would enable you to trigger a contact workflow off of this information, there is a quote based workflow which is available with some subscriptions and may speak to the functionality you are looking for. 

 

Thank you,
Jenny

 


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