I’ve been assigned to modify this workflow, and I wanted to get your input.
Currently, when an invoice remains unpaid for a certain period, the workflow creates a ticket in the AR pipeline for follow-up. If we’re unable to reach the client or they still haven’t paid after being enrolled in the workflow, we deactivate their subscription.
The issue now is that we need to assign the same ticket to the cancellation/deactivation pipeline within the same workflow.
I’m open to suggestions on how best to implement this. Let me know your thoughts!
@SaiemH I'd recommend creating a separate ticket workflow then that enrolls overdue tickets, delays, branches based on the status of the associated invoice, then uses the 'Edit record' action.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
The ticket is created immedately after enrolling into the workflow. Then we sent out an email to the internal AR department to reachout to the customer. Then we have a if/then branch if in 30 days invoice status is paid we it will create a task to close the ticket but if they haven't paid it should move the ticket to the cancelation/deactivation pipeline.
PS. No I don't want the ticket to be in 2 pipline at once.
This workflow was created on invoice based workflow and I can't see the edit record option in it.
@SaiemH I'd recommend creating a separate ticket workflow then that enrolls overdue tickets, delays, branches based on the status of the associated invoice, then uses the 'Edit record' action.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer