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Workflow Trigger - Order Submitted



What is the Order Submitted Trigger for Payment Links?


The Order Submitted Trigger is enabled for payment links, allowing businesses to automate post-purchase workflows when a customer completes a purchase.


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Key Benefits:

  • Automation: Streamline post-purchase actions such as confirmation emails and notifications.

  • Improved Customer Experience: Ensure timely follow-ups after a payment is completed.

  • Data Management: Automatically update records when an order is submitted.


How to Use the Order Submitted Trigger:

  1. Go to Automation Settings.

  2. Select Payment Links Workflow.

  3. Enable the Order Submitted Trigger.

  4. Configure actions such as:

    • Sending confirmation emails.

    • Updating customer data.

    • Notifying relevant teams.

  5. Save and activate the workflow.

PayPal Support for Recurring Invoices


Businesses can offer PayPal as a payment method for recurring invoices, provided autopayment is not enabled.


Key Benefits:

  • More Payment Options: Customers can choose PayPal for recurring invoices.
  • Improved Usability: Supports businesses relying on subscription-based or repeat billing models.

  • Enhanced Customer Satisfaction: Provides flexibility in payment methods.


How to Enable PayPal for Recurring Invoices:

  1. Ensure that PayPal integration is active in your system.

  2. Paypal does not work with auto-payments right now so make sure you are not setting a recurring invoice which as auto-payment enabled. No additional step needs to be done to enable PayPal


Your customers will now be able to choose PayPal as a payment method while paying their invoices



Frequently Asked Questions


Q: What is the “Order Submitted” trigger used for?

The “Order Submitted” trigger is used in Workflows to initiate automated actions when a customer completes a purchase. This includes one-time product orders and recurring invoice subscriptions. It helps streamline post-purchase processes like confirmation emails, internal notifications, or upsell flows.


Q: Does the “Order Submitted” trigger work with PayPal?

Yes, the trigger now fully supports PayPal transactions, including those involving recurring invoices. Once a user completes a PayPal checkout, the trigger will activate just like it does for Stripe transactions.


Q: Can I use the trigger for both one-time and recurring purchases?

Absolutely. The “Order Submitted” trigger works with both one-time product purchases and recurring invoice setups. You can differentiate between the two using filters in your workflow configuration.


Q: Will the trigger activate for failed PayPal payments or only successful ones?

The “Order Submitted” trigger only fires after a successful order submission and payment confirmation—whether it’s via Stripe or PayPal. Failed or incomplete payments will not activate the trigger.


Q: Can I send an automated email after a PayPal recurring payment is made?

Yes. Using the “Order Submitted” trigger in combination with a “Send Email” action in your workflow, you can automatically send confirmation or onboarding emails after any PayPal recurring payment is submitted. OR simply use sales receipts under Payments -> Settings