Feature Update: Subscription and Refund Trigger Live in Automation

Along with the current support for the Payment Received, Order Submitted trigger, and Invoice trigger, we have added support for 2 new triggers

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

Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values.

2. Refund Trigger

Allows automation 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 a success or failed

– Whether the refund was for the full amount or partial amount

– OR based on the amount or source of the refund

Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios

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