What This Update is About

We are excited to introduce GoCSM v3 Triggers! This massive upgrade brings three powerful new workflow triggers native to your builder, making it easier than ever to automate your customer success outreach and protect your revenue.

This update unlocks the following automated triggers:

• User Not Logged In Since: Automatically trigger actions when a user becomes inactive.

• Payment Failed: Immediately detect and act when a sub-account payment fails.

• Upcoming Plan Renewal: Proactively engage customers right before their subscription renews.

The Upgrade: Before vs. Now

We’ve completely overhauled how tracking and automations talk to each other to give you a more flexible, centralized experience across both Login Activity and Revenue Intelligence.

• 👤 Login Activity Tracking & Visibility

  • Before: User login was only tracked universally, and data was limited strictly to a basic Pipeline view.

  • Now: Users are tracked by their specific sub-account logins rather than just overall. Plus, you get a much more advanced data view directly in the new Login Activity and Revenue Intelligence Dashboards!

• 💳 Universal Payment Gateway Support

  • Before: You were required to use Stripe for Payment Failed and Upcoming Payment automations; other payment gateways were not supported.

  • Now: Our triggers support all available payment gateways configured in your SaaS configurator.

• ⚙️ Simplified Customization & Filtering

  • Before: You had to jump through multiple workflows just to enable or disable a simple customer touch or internal notification.

  • Now: Workflows are infinitely more flexible for customization. You can easily apply filters directly in the trigger to segment by "Key User" or "Priority Accounts."

The Technical Details: What’s New, Changed, & Deprecated

To make room for this streamlined architecture, we’ve cleaned house. Here is exactly what has been added, updated, and removed:

✅ What's New (Workflows)

• Login Activity | User Inactive Workflow

• Revenue Intelligence | Payment Failed Workflow

• Revenue Intelligence | Upcoming Payment Workflow

ℹ️ What Changed

• Payment Links: For the customer touch email sent when the payment failed trigger fires, we have updated the link used for account owners to update their payment method. It has moved from the old Stripe Link to a universal billing link: /v2/location//settings/company-billing/billing?tab=payments

❌ What's Deprecated (Cleaned Up)

• Login Activity Pipeline & Billing + Subscription Pipeline

• Deprecated Tags: active, inactive, payment failed

• Deprecated Custom Fields: Last Logged In, Last Payment Date, Next Payment Date

• Deprecated Old Workflows: Login Activity (System, Internal Notification, Customer Touch), Upcoming Payments (System, Internal Notification, Customer Touch), and Payment Failed (System, Internal Notification, Customer Touch).

Ready to update your automations?

💬 Reach out or submit a ticket through our Chat Widget — we're here to help!