Integrations Overview

This doc will give you a general overview of how the integration settings work. It explains the various Triggers and Payment Plan options available and how they apply to your products.

Triggers

Product Purchased – The integration will run after a successful purchase
Product Refunded – The integration will run after a refund is submitted
COD Order Created – The integration will run after a pending order is created with a “Cash on Delivery” payment method
Subscription Active – The integration will run after the first subscription payment has been processed
*If there is a trial period, the integration will not run until the trial has ended and the first subscription payment has been made
Subscription Completed – If an end date is selected on a subscription, the integration will run when that date is reached
Subscription Canceled – The integration will run after the subscription has been canceled
Subscription Charged – The integration will run after renewal subscription payment has been charged
Subscription Charge Failed – The integration will run after a renewal subscription payment fails
Lead Captured (2-step form only) – The integration will run after a customer has filled out Step 1 of a 2-step checkout form

Payment Plans

Use this field to restrict the integration to a specific payment plan you created for this product or one of the other available options below.

Any (blank)– Leave this field blank to apply the integration to all available payment plans for this product
Bump, Upsell, 2nd Upsell – The integration will run if this product has been purchased as the [product type] for another product

Note: If you would like to set an integration for a bump or upsell on product (A) you will need to set the integration on the bump or upsell product (B).