EPISODE · Mar 29, 2026 · 1 MIN
Goal Event Upgrade: Invoice Paid And Review Request Clicked
from KeyConnectAI: The Revenue Playbook
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight an upgrade to the Goal Event action in KeyConnect AI CRM: two new goal triggers—Invoice Paid and Review Request Clicked. You can now configure workflows in the Automation > Workflows area to complete goals when a customer pays (including partial payments) or when they click a review link, with options to target specific invoices, channels, or links. The update reduces manual checks and extra branching, letting automations advance contacts only when real events occur. For businesses, marketers, and agencies this means smarter pipelines, cleaner automations, fewer follow-ups, and more reliable nurture paths. Learn more about KeyConnect AI CRM at https://keyconnectai.com/
What this episode covers
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight an upgrade to the Goal Event action in KeyConnect AI CRM: two new goal triggers—Invoice Paid and Review Request Clicked. You can now configure workflows in the Automation > Workflows area to complete goals when a customer pays (including partial payments) or when they click a review link, with options to target specific invoices, channels, or links. The update reduces manual checks and extra branching, letting automatio...
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Goal Event Upgrade: Invoice Paid And Review Request Clicked
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