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Is there any way yet to trigger a Panda Doc being sent via email when you receive a payment via a 2 part or 3 part payment plan in ClickFunnels 2.0? I have a trigger for upfront payments which works well but really need one for payment plans, too.

 

Hi @Chasey 

Explore using webhooks in ClickFunnels.

https://support.myclickfunnels.com/support/solutions/articles/150000181228-how-to-create-and-manage-webhooks-in-clickfunnels

 

Zap trigger: Webhook - Catch Hook

This will generate a unique webhook URL to configure in ClickFunnels.

https://zapier.com/apps/webhook/help

Hi Troy - thanks for the suggestion. Will check it out.

Hi @Chasey,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

Reply


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