Customer portal
Confirm to the customer the payment received in the Filmo portal
When a payment is received from the portal, it sends a thank-you email to the customer and notifies the team. It complements the accounting sync: it requires a connected mailbox and a Slack channel.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Customer portal |
| Starts with | Invoice paid from the portal |
| Integrations used | Slack, Email |
| Steps | 3 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Internal notification | Celebrate the payment | |
| 2 | Send email | Thank the customer | |
| 3 | Post a message | Notify finance |
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