Workflows - Optional
Topics on Workflows - Optional
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Which workflow will suit?
Workflow rules are actions happening behind the scenes in Salesforce that are tri ...
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How to send out first automated reminders - contact level
This workflow setup is required if you wish to send out a first automated reminde ...
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How to send out second automated reminders - contact level
Workflows have been migrated to Flows From Version 11.1, new Flows have been intr ...
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How to send out first automated reminders - account level
Workflows have been migrated to Flows From Version 11.1, new Flows have been in ...
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How to send out second automated reminders - account level
Workflows have been migrated to Flows From Version 11.1, new Flows have been in ...
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How to activate the Membership Confirmation workflow
Workflows have been migrated to Flows From Version 11.1, new Flows have been in ...
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How to set up recurring payments
Workflows have been migrated to Flows From Version 11.1, new Flows have been intr ...
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How to send out Recurring Payments Card Expiry and Update Notifications
Workflows have been migrated to Flows From Version 11.1, new Flows have been intr ...
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How to set up a recurring payment processor restart reminder
Workflows have been migrated to Flows From Version 11.1, new Flows have been intr ...
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How to set up the batch payments processor restart reminder
The Batch Payment Processor is activated from the “Start” button on the Merchant ...
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How to set up the batch payments processor not running notification
Workflows have been migrated to Flows From Version 11.1, new Flows have been intr ...
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How to activate Refund approvals
Payments2Us comes with a basic approval process for refunds. By default, refund a ...
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How to activate New Online Payment Notification
Turn this workflow on if you wish to be notified of all new online payments (exce ...
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How to activate New Online Membership Payment Notification
Turn this workflow on if you wish to be notified of all new Membership/Subscripti ...
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How to start/stop recurring payments going into catch up mode
There can be a multiple reasons that a Recurring Payment is suspended, such as cr ...
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How to set Default Amount/ Amount field in the URL Token with the amount from the Opportunity Object?
This workflow is required if you wish to pass the Amount field or custom amount f ...
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How to migrate workflow to flow
As of version 11.1 this guide is designed to help you transition your Payments2Us ...
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How to migrate Workflows with Time-Dependent Actions to Flows?
From Version 11.1, new Flows have been introduced as a replacement for Workflows ...