You can now build automated workflows based on Stripe payment events — allowing you to respond instantly when a payment fails or succeeds.

🔌 Stripe Integration Required

Be sure to connect your Stripe account in GoCSM to enable these triggers.

🆕 What’s New

✅ Payment Success Trigger

• Automatically run workflows when a payment is successful

• Great for tagging users, sending notifications, or updating subscription stages

❌ Payment Failed Trigger

Trigger workflows when a payment fails to:

🔖 Tag the customer as payment failed

📍 Move them to the “Subscription Payment Failed” stage inside the Subscription + Billing Pipeline

🚫 Pause services or notify your team

🔁 Auto-Recovery Logic Included

If a customer later successfully pays, GoCSM will:

✅ Remove the payment failed tag

🔄 Move them back to the “Active Subscription” stage in your pipeline

💡 Use Cases

🧠 Automated Dunning Sequences:

Send reminders or retry payment links right after a failed attempt.

🔁 Subscription Recovery Flows:

Bring customers back to “Active” automatically after a successful payment.

📬 Instant Notifications:

Notify internal teams on real-time events.

These triggers are now live under Workflows > Triggers > GoCSM Triggers.

Need help setting up your automation? Join a support session or check out our Help Docs.