In workflows - I need the ability to check if an invoice is paid throughout the workflow. This could be handled in a goal event, but paid invoice isn't an option. For an example - if a contract was signed and they didn't pay the invoice, I need to continue sending emails to remind them - however at any point in this reminder sequence, when they pay, I need it to kick out of that workflow and go to the next steps workflow to onboard a client. I was told there's no way to do this at this point that I should keep checking the invoice for payment manually and then move it to the right workflow. This is going to cause issues and people to get stuck and missed.
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Ashwin Raghunandan
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This should now be possible via the goal action for invoice paid.
Here is the change log - https://ideas.gohighlevel.com/changelog/new-goal-events-invoice-paid-review-request-clicked
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Keith Besherse
Ashwin Raghunandan, thank you for the change log link
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Ashwin Raghunandan
Merged in a post:
Enable WAIT action for invoice status
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Babak Bavardi
In the same workflow, enable the option to WAIT until invoice is partially paid, or paid, or any other status.
The reason why its best in the same workflow, is to update the same opportunity after. If we try to do the same from a trigger, it would create duplicate opportunities.