What Is the Invoice Workflow Trigger?
The Invoice trigger runs a workflow automatically when an invoice is created or when its status changes. You can use this trigger to take action based on how customers interact with invoices or how payments progress.
Common use cases include:
Sending reminders when an invoice is viewed but unpaid
Notifying your team when partial payments are received
Cleaning up workflows when an invoice is voided
Updating contact records after successful payments
Supported Invoice Status Filters
You can filter workflows using the following invoice statuses:
Sent – Invoice has been sent to the customer
Viewed – Customer has opened the invoice
Partially Paid – Partial payment has been received
Paid – Invoice has been paid in full
Void – Invoice has been canceled
These filters allow you to create highly targeted automations based on real invoice activity.
How to Set Up an Invoice Trigger
Step 1: Create a New Workflow
Navigate to Automations → Workflows and click Create Workflow, then select Start from Scratch.
Step 2: Add the Invoice Trigger
Click Add New Trigger
Search for Invoice
Select Invoice under the Payments category
Step 3: Configure Invoice Filters
Use the Invoice Status filter to define when the workflow should run.
For example:
Trigger when Invoice Status = Viewed
Trigger when Invoice Status = Partially Paid
Trigger when Invoice Status = Void
Step 4: Add Conditional Logic (Optional)
Use If / Else actions to branch your workflow based on invoice conditions.
Examples:
If invoice is Partially Paid, notify finance
Else if invoice is Viewed, send a reminder
Else if invoice is Void, stop follow-ups
Step 5: Add Actions
Based on your logic, you can add actions such as:
Send Email or SMS reminders
Update contact fields
Add or remove contact tags
Assign the contact to a user
Notify internal team members
Step 6: Save and Publish
Once your trigger and actions are configured:
Click Save
Publish the workflow to activate it
(Optional) Use Test Workflow to validate behavior
Key Features & Benefits
Enhanced Invoice Tracking
Automate workflows based on invoice engagement and payment progress.
Proactive Communication
Send reminders or alerts at the right time without manual follow-ups.
Operational Efficiency
Reduce repetitive tasks by automating invoice-based actions.
Real-Time Automation
Workflows trigger immediately when invoice statuses change.
FAQs
Can I use invoice triggers for all invoices?
Yes. Invoice triggers apply to all invoices created within your account.
Are workflows triggered in real time?
Yes. Workflows trigger immediately when an invoice status changes.
What happens if an invoice status changes again later?
Each status change can trigger its corresponding workflow, ensuring continuous automation.
Can I combine invoice triggers with other actions like tags or assignments?
Absolutely. You can combine invoice triggers with contact updates, notifications, and conditional logic.
Which invoice statuses are supported for automation?
You can trigger workflows using Sent, Viewed, Partially Paid, Paid, and Void statuses.