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Workflow Re-engagement

JJJ

Member
Hello, today we are using a Workflow to collect payments from customers. I wanted to know about the possibility of re-executing the same one automatically after a certain amount of time in case the payment could not be collected.

I look forward to hearing from you about the viability of this functionality.

Thank you!
 

Fagun Shah

Well-known member
In workflow 1 when you send payment link to client You can enter the client detail to gsheet and set status to pending.

Also send the client data to webhook of another workflow in pabbly connect. Where 2nd step will he delay of yiur choice and then lookup in the same gsheet with client email id. And then add filter which check if payment status is pending or not for that client.

Make sure you also update payment status to successful in gsheer in successful payments. That will be 3rs workflow I think.
 

JJJ

Member
Fagun thank you for your answer. I am not quite sure that I understand your approach. Can I send the same initial data that arrived from a Webhook with the Data Forwarder in case that the task entered the payment error route?
 
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