Notifications and Triggers based on Payment Information being updated
When the customer updates their Payment Information (using the Request Payment Information link), I need to:
- Send notification to the Sales Rep that this step is complete (I can create this in Flow or use any native capabilities)
- Trigger an update (through Zoho Flow) to update the CRM Account to show this step is complete
I can't find any way to trigger actions in Flow based on the customer updating Payment Information.
What am I missing?