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Question

ClickFunnels 2.0 payment play to trigger a Panda Doc

  • October 25, 2024
  • 3 replies
  • 18 views
C

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.

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 25, 2024

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

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    C
    • ChaseyBeginner
    • Author
    • Beginner
    • October 25, 2024

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

    JammerS
    Forum|alt.badge.img+6
    • JammerSZapier Staff
    • Zapier Staff
    • October 28, 2024

    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.

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