Workflow Trigger: Invoice

Workflow Triggers

July 30, 2024•1 min read

In this article, we will explain how to set up a workflow trigger: Invoice, and how it can be used

Select the “Add New Workflow Trigger” button

This will pull up a list of selections of triggers on the right-hand side of the screen

Scroll down until you see the “Payments” column
- Select the “Invoice” button

Choose sent or paid as an invoice status

Please note: The only filters are if the invoice has been Sent or Paid

You can trigger an automation based on if you sent an invoice to a particular contact, or if a contact has paid an invoice

For Example: Send a notification email whenever you send an email. “Hey please make sure to check your email because we just sent you an invoice.” (see below)

Once complete please make sure you select the green “Save Action” button on the bottom right before closing the trigger or moving on to another step

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Back to Blog