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Start a workflow when a payment succeeds or fails

Build the workflow on the Payments object.

Subscription
Professional or Enterprise for workflows
Permissions
Workflows access
Time
3 min · Intermediate
Last verified

Short answer

HubSpot's KB: create a workflow on the Payments object. Examples include a welcome email after a successful payment, and a task when a payment above an amount fails (Status is Failed). Filter by Source for payment links, or Source ID for one link.

1. Triggers

Workflow triggers in my demo portal.

Workflow trigger panel showing the Start when this happens section and the Only enroll contacts that meet these conditions section highlighted
What starts enrollment (1) and the conditions a record must meet (2).

2. Segments

You can also build segments on the Payments object.

3. Related

Payment links.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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