Logo

Subscription & Refund trigger for payments in GoHighLevel

By expanding triggers related to payments, business users gain enhanced command over automations tailored to lead conversion workflows.

In addition to the existing support for triggers like Payment Received, Order Submitted, and Invoice, we’ve introduced two new additional triggers to further empower your automation capabilities.


1. Subscription Trigger

Allows to automate processes around the status changes for subscriptions

  • When a subscription is created for a customer
  • When the subscription moves over from trial to active
  • When a subscription is cancelled

Enterprises can leverage subscription status filters to establish IF conditions according to status modifications or the product linked with the subscription. Additionally, they can harness custom values within Payments to further customize their operations.

2. Refund Trigger

Allows automations to be built around payments that are processed as refunds by you or your sales agents. Users will be able to trigger a workflow based on a refund attempt and then branch conditions based on: 

  • Whether the refund was success or failed
  • Whether the refund was for full amount or partial amount
  • OR based on the amount or source of the refund

Custom refund values can also be accessed within the Payments section, enabling businesses to dispatch tailored notifications tailored to various situations.

These triggers work with Stripe, Authorize.net and NMI integrations available under Payments -> Integrations

For Paypal, the trigger only works when a subscription is created and not on any further actions. All functionalities will be available soon for PayPal

Related Articles

Customize Email and SMS notifications for invoicing in GoHighLevel

Introducing a fresh capability empowering businesses to customize email and text alerts for invoicing, diverging from the conventional system defaults. Tailor your notifications according to your preferences, seamlessly integrating customer specifics and invoice amounts for a personalized touch. What is the Invoice Notification Customization feature? The latest addition empowers businesses with the ability to tailor […]

John Mamado

How-to add Taxes Overview in GoHighLevel

Effectively overseeing tax responsibilities within your business is vital for maintaining compliance and orderliness. Utilize the Tax Settings functionality within your CRM to streamline tax management, enabling effortless addition, organization, and application of taxes. This robust feature not only saves time but also minimizes errors, thereby optimizing financial operations. Additionally, leveraging the SaaS workaround through […]

John Mamado

How to enable Sales Receipts for Order Form, Calendar and Invoice payments in GoHighLevel

In the realm of business exchanges, receipts play a pivotal role, furnishing customers with tangible evidence of their transactions. Serving as a testament to payment, they facilitate precise record-keeping for both businesses and clientele alike. Recognizing the significance of streamlined receipt handling, we’re excited to unveil our newest offering: Automated Receipts. How to enable Sales […]

John Mamado

What is listed on the Subscriptions page on Payments in GoHighLevel

In this article, we will cover the subscription tab and how it works Please head into Payments > Then click on Subscriptions  Please Note: Subscriptions generated through funnel version 2 order forms exclusively populate the subscriptions page. Stay tuned for upcoming features allowing subscription management, including cancellation and refund initiation, directly within the platform, eliminating […]

John Mamado
Logo
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved

Grab our free techincal onboarding checklist

Our Growing Up Sale is on now! Last chance πŸš€πŸš€ To Celebrate we giving you 25% off any plan until July 1st!

Prices will never be this good again, get your UNLIMITED onboarding and support before its too late!

TIME LEFT
Coupon has expired
Last chance - get 25% OFF!