Setting up a "Payment Received" trigger in Lawcus workflows empowers you to automate tasks associated with incoming payments, helping you stay on top of your financial transactions seamlessly.
In this support article, we'll guide you through the process of setting up the "Payment Received" trigger in workflows.
The workflow will trigger if any payment is made on the invoice, whether through online payment integrations like Lawpay/Confido Legal or if the payment is manually added to the invoice.
Setting up the Workflow Trigger:
In our example below, we will convert a lead to matter based on payment received on the invoice.
1. Navigate to the Automation menu located on the left side and select Workflows.
2. Click the + Add Workflow button to create a new workflow.
3. Navigate to the right side to provide a name and description for the workflow
4. Choose the trigger type. In this case, the trigger would be New Payment is Received, and click Continue.
5. In the next action, choose Convert to Matter and click Next.
6. Map the action by selecting Lead ID, Pipeline, and Stage.
The pipeline and stage will be matter details where the lead will move after it's converted.
7. Once the workflow is set up, click Update to save it.
By following these simple steps, you can automate tasks associated with incoming payments, saving you time and reducing the risk of oversights.