🌟 Video Overview:
Learn how to create an automated workflow that:
1️⃣ Triggers when a client’s payment succeeds.
2️⃣ Sends internal emails to sales reps/contact owners instantly.
3️⃣ Notifies clients with payment confirmation emails.
4️⃣ Creates follow-up tasks for onboarding next steps.
Perfect for CRM users (HubSpot, Salesforce, etc.) or automation tools like Zapier/Make!

⏱️ Timestamps:
0:00 – Intro & Use Case: Automate payment alerts + client onboarding
0:52 – Setting up the “Payment Succeeded” trigger
1:44 – Configuring internal emails for sales reps
2:41 – Sending client payment confirmation emails
3:06 – Creating tasks for contact owners (onboarding next steps)
4:05 – Customizing reminders, priorities & due dates
4:24 – Advanced options (line items, custom criteria)
5:05 – Recap & real-world applications

🔧 Key Steps Covered:

Trigger: Payment Status = Succeeded

Actions:

Send internal email to contact owner/sales rep.

Email client: “Payment Received” confirmation.

Create task: “Onboarding Next Steps” with custom deadlines/priorities.

Pro Tips: Use dynamic fields (client name, payment ID) + set task reminders!

🚀 Tools Mentioned:

Workflow builders (e.g., HubSpot, Zapier, Make.com)

Payment gateways (Stripe, PayPal, etc.)

CRM systems for contact/task management

💬 Template Snippets (Used in Video):
📧 Internal Email to Sales Rep:

“Hi [Owner Name],
This is to inform you that [Client Name] (your contact) just made a payment.
Next step: Begin onboarding!”

✅ Client Payment Confirmation:

“Dear [Client Name],
We’ve received your payment – thank you!
Your next onboarding step: [Link/Instructions]”

📅 Onboarding Task Description:

“Get in touch with [Client Name] to complete onboarding.
Priority: High | Due Date: [3 Days from Now]”

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