Under Workflow, you can choose to trigger the following actions only on successful payment with Payment Status as Completed, or COMPLETED :
- Approval processes
- Email notifications
- Rules configured for assigning tasks and sending emails
For example, if you have a subscription form, and you have configured to trigger an email notification to your subscribers, selecting the Workflow option will send emails only if their payment has been successful.
Similarly, order confirmation emails from your order form, or sending customer/transaction information to your CRM (if you've integrated your CRM with Zoho Forms), will only happen on successful payment transaction.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.