Follow Up on Invoice Activity with the Invoice Trigger

The Invoice trigger starts a workflow when an invoice changes status. Use it to remind customers, thank them for paying and keep your team informed.

Statuses you can react to

• Sent: the invoice went out to the customer.
• Viewed: the customer opened it.
• Partially Paid: a payment arrived but the balance remains.
• Paid: the invoice is settled in full.
• Void: the invoice was cancelled.
• Overdue handling is typically built with a reminder workflow that checks whether the invoice is still unpaid.

Other filters

• Invoice Amount: compare with operators, including Between with a minimum and maximum. The range is inclusive, and the minimum cannot exceed the maximum.
• Tag: include or exclude contacts by tag.
• Custom Fields: match your own data points, such as payment terms or customer type.

Set it up

1. Go to Automation > Workflows and create a workflow.
2. Click Add New Trigger and choose Invoice.
3. Name it, such as "Post-workshop invoice sent".
4. Click Add filters and choose Invoice Status, then select the status.
5. Click Save Trigger, add actions, and publish.

Example workflows

• Sent: wait three days, then send a gentle reminder if the invoice is still unpaid.
• Viewed: notify the owner that the customer is looking at it.
• Paid: send a receipt thank-you, update a field and tell the finance team.
• Void: stop pending reminders and tag the contact.

Tips

• Build one workflow per status so actions stay clear.
• To avoid reminders after payment, create a second workflow triggered by Paid that removes the contact from the reminder sequence.

Good to know: For card or link payments in general, see the Payment Received trigger.