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Expanded Goal Event Triggers: Invoice Paid And Review Request Clicked
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In this episode of The Pinnacle Perspective... we spotlight an enhancement to the Goal Event action inside Pinnacle AI CRM: two new triggers — Invoice Paid and Review Request Clicked — that let automations respond to real customer outcomes. Invoice Paid fires when an invoice is marked Paid or Partially Paid and can be scoped to a specific Send Invoice step; Review Request Clicked completes when someone clicks a review link and can be filtered by channel or link. These additions let businesses, marketers, and agencies advance contacts based on actual behavior, creating cleaner workflows, reducing manual checks, and enabling faster, more relevant follow-up for billing, reputation management, and conversion activities. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
• Instagram: Follow us for daily inspiration and automation hacks
• Facebook: Engage with entrepreneurs transforming their businesses
• LinkedIn: Network with industry leaders and innovators
• Twitter: Share your thoughts on our latest episodes
• YouTube: Watch episodes and exclusive insights
• TikTok: Explore quick tips on productivity and automation
Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
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By Pinnacle AI Software & ServicesSend us Fan Mail
In this episode of The Pinnacle Perspective... we spotlight an enhancement to the Goal Event action inside Pinnacle AI CRM: two new triggers — Invoice Paid and Review Request Clicked — that let automations respond to real customer outcomes. Invoice Paid fires when an invoice is marked Paid or Partially Paid and can be scoped to a specific Send Invoice step; Review Request Clicked completes when someone clicks a review link and can be filtered by channel or link. These additions let businesses, marketers, and agencies advance contacts based on actual behavior, creating cleaner workflows, reducing manual checks, and enabling faster, more relevant follow-up for billing, reputation management, and conversion activities. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
• Instagram: Follow us for daily inspiration and automation hacks
• Facebook: Engage with entrepreneurs transforming their businesses
• LinkedIn: Network with industry leaders and innovators
• Twitter: Share your thoughts on our latest episodes
• YouTube: Watch episodes and exclusive insights
• TikTok: Explore quick tips on productivity and automation
Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.