EPISODE · Mar 30, 2026 · 1 MIN
Goal Event Now Triggers On Invoice Payments And Review Clicks
from KeyConnectAI: The Revenue Playbook
In this episode of KeyConnectAI: The Revenue Playbook we introduce expanded Goal Event actions in KeyConnect AI CRM that now recognize Invoice Paid and Review Request Clicked events. These updates let automations complete when an invoice is marked Paid or Partially Paid, or when a contact clicks a review link, and you can scope checks to a specific Send Invoice step, channel, or review link. Set behavior for contacts who already met the goal, then save the workflow to keep automations tidy. The result for businesses, marketers, and agencies is fewer manual checks, cleaner pipelines, and faster, more reliable revenue and reputation workflows driven by real customer outcomes. Learn more about KeyConnect AI CRM at https://keyconnectai.com/
What this episode covers
In this episode of KeyConnectAI: The Revenue Playbook we introduce expanded Goal Event actions in KeyConnect AI CRM that now recognize Invoice Paid and Review Request Clicked events. These updates let automations complete when an invoice is marked Paid or Partially Paid, or when a contact clicks a review link, and you can scope checks to a specific Send Invoice step, channel, or review link. Set behavior for contacts who already met the goal, then save the workflow to keep automations tidy. T...
NOW PLAYING
Goal Event Now Triggers On Invoice Payments And Review Clicks
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.