Create payment requests in Payload for new leads in Interact
Save time and stay organized by automating your payment requests with this efficient workflow. When you receive a new lead in the Interact app, it will instantly trigger a payment request in the Payload app, streamlining your invoicing process and ensuring prompt action on incoming opportunities. Enjoy a more seamless experience while managing leads and payments.
Save time and stay organized by automating your payment requests with this efficient workflow. When you receive a new lead in the Interact app, it will instantly trigger a payment request in the Payload app, streamlining your invoicing process and ensuring prompt action on incoming opportunities. Enjoy a more seamless experience while managing leads and payments.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Send Payment Request
Sends a payment link to an email
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QuizRequired
Try ItAmountRequired
EmailRequired
Processing IDRequired
Description
NameRequired
Customer NameRequired
Customer EmailRequired
Webhook URLRequired
Trigger