Expanded Goal Event: Invoice Paid And Review Clicked

In this episode of KeyConnectAI: The Revenue Playbook we cover an update to the Goal Event action in automation within KeyConnect AI CRM. You can now trigger workflows when a contact’s invoice is marked Paid or Partially Paid — including targeting the specific invoice tied to a Send Invoice step — or when a contact clicks a review request link, with optional channel or link filters. These additions let workflows respond to real customer behavior automatically, reducing manual checks, extra branches, and exceptions. For marketers, agencies, and business teams, that means cleaner automations, more reliable pipeline progression, and faster follow-ups around billing and reviews. Learn more about KeyConnect AI CRM at https://keyconnectai.com/