1️⃣ Navigate to the Right Automation
Open "Automations" from the menu.
Click "3 | Scaling Pack 🏛️ | Advanced".
Select "Adv. Payments Received 💸".
2️⃣ Understand the Workflow Goals
This automation manages payments across all products.
Review the triggers.
Link your products.
💡 Pro Tip: Duplicate this automation before making edits to keep the original intact.
3️⃣ Configure the New Client Order Submitted Trigger
This is where a new client purchase starts the automation.
4️⃣ Review & Set Up Trigger Details
Ensure that every client purchase triggers the automation.
Add extra filters if needed.
5️⃣ Organize Trigger Conditions
Every trigger should have its own branch to maintain clarity:
✅ Tags
✅ Contact updates
✅ Pipeline placement
✅ Task creation
✅ Messaging sequences
6️⃣ Set Up Contact Management
Assign a team member to manage the relationship.
Tag the contact with "Client Paid ✍️" for proper payment tracking.
Update the contact field with the product name to track purchases accurately.
💡 This ensures all clients are categorized properly, making follow-ups seamless and automated.
7️⃣ Track, Assign & Organize the Pipeline
Create an opportunity in the pipeline:
Source – Where did they come from?
Order Total – Tracks payment value.
Perform pipeline cleanup:
Remove from the Leads Pipeline (they're now a paying client).
Remove from the Sales Pipeline.
Add an Engagement Score (+5) to track client investment.
💡 This keeps your pipelines accurate, structured, and ready for next steps.
8️⃣ Automate Payment Processing Steps
Create a task for internal payment processing.
Remove the contact from the auto-follow-up automation (since they already paid).
Track sales with Facebook Pixel Data (if applicable).
9️⃣ Notify, Automate Contracts & Track Payments
Send an internal notification via Slack or an internal action to alert the team.
Automate contract sending if required—ensuring seamless payment and paperwork handling.
Update Google Sheets by pushing all payment data for easy tracking (optional but highly recommended).
🔟 Confirm Payment & Onboard the Client
Review & update Payment Received templates (Email, SMS, WhatsApp) to ensure instant confirmation.
Add the client to your onboarding automation for a seamless transition.
💡 This guarantees a smooth post-purchase experience, keeping clients engaged and informed.
1️⃣1️⃣ Manage Signed Contracts
Automation triggers when a contract is signed.
Filters contracts based on type.
Automates the following steps:
✅ Tagging the contact.
✅ Creating a team task to review the contract.
✅ Sending an instant notification when the contract is signed.
1️⃣2️⃣ Stripe Ledger Integration (Optional)
Want every Stripe transaction logged automatically?
Set up a Webhook connection to push data to Google Sheets.
💡 For full setup instructions, check the OS Help Center.
1️⃣3️⃣ Sync & Format Transaction Data
Ensure transaction dates are formatted correctly.
Automatically sync payment data to Google Sheets for tracking.
1️⃣4️⃣ Managing Failed Payments
Successful Payment Trigger ensures that when a failed payment is resolved, the system processes the update.
Update the contact’s payment status so the Payment Management automation takes over automatically.
1️⃣5️⃣ Final Review & System Optimization
Review the full automation.
Update, edit, remove, or build new rules as needed.
💡 This is your system—make it work for you!