Move to a different deal stage based on payment

garygarrett
Member

We currently have payment links set up for a customer's deposit, 1st payment, and 2nd payment. We want their pipeline stage to be changed, based on what payment they've made. We've set up this workflow, and it works up until it changes the pipeline stage. Any thoughts on why this may not be working?Screenshot 2025-11-18 083837.png

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Jaycee_Lewis
Thought Leader

Hey, @garygarrett 👋 Welcome to our community! Thanks for your question. Can you tell our community about specifically what is not working? Is it affecting the wrong associated deal? Or not updating at all? — Jaycee





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