How To Automate Post-Purchase Actions Using the Order Submitted Workflow Trigger in Tekmatix

Overview

When a customer completes a payment, what happens next?

With Tekmatix, you don’t need to rely on manual follow-ups. The Order Submitted workflow trigger allows you to automatically launch actions the moment a payment is successfully completed — whether it’s a one-time purchase or a recurring invoice.

This guide explains what the Order Submitted trigger does, how to set it up step by step, and how to use it effectively, including PayPal support and a real-world example.

Why the Order Submitted Trigger Is Important

The moment after payment is one of the most critical touchpoints in the customer journey. Automating this step helps you:

• Send instant confirmation emails

• Trigger onboarding or fulfillment workflows

• Notify internal teams automatically

• Update customer records without manual work

• Deliver a smooth, professional customer experience

Instead of reacting to purchases, Tekmatix lets you respond automatically and instantly.

What Is the “Order Submitted” Workflow Trigger?

The Order Submitted trigger activates a workflow after a successful payment is completed through a Payment Link or Invoice.

Once triggered, Tekmatix can automatically run actions such as:

• Sending confirmation or receipt emails

• Adding tags or updating contact details

• Creating internal notifications

• Starting onboarding or upsell sequences

🔔 Important: This trigger only fires for successful payments. Failed or incomplete payments will not activate the workflow.

Step-by-Step: How To Set Up the Order Submitted Trigger

Step 1: Go to Automation Settings

1. Navigate to Automated Workflows

2. Click Workflows

3. Create Workflow or open an existing one
   

   

Step 2: Select the Payment Link Workflow Trigger

1. Choose Payment Links Workflow

2. Select Order Submitted as the trigger

This ensures the workflow activates immediately after a successful order.

Step 3: (Optional) Add Filters

You can refine when the workflow runs by using filters such as:

• Payment Mode (Stripe or PayPal)

• One-time purchase vs recurring invoice

• Specific products or offers

This allows for custom automations per payment type.

Step 4: Configure Your Workflow Actions

Common actions include:

• Send confirmation or onboarding emails

• Apply tags to contacts

• Notify your sales or fulfillment team

• Update CRM fields or deal stages
  
  

Step 5: Save and Activate

Once configured, save and publish the workflow.
Your automation will now run automatically after every successful order.

Using PayPal with the Order Submitted Trigger

Tekmatix supports PayPal payments, including recurring invoices, with a few important notes.

Key Things to Know About PayPal Support

• PayPal works with recurring invoices

• PayPal does not support auto-payment for recurring invoices

• No additional configuration is required once PayPal is connected

As long as auto-payment is disabled, customers will be able to choose PayPal when paying invoices.

Sample Use Case: How This Works in Real Life

Scenario: Online Coaching Program

Maria runs a coaching business using Tekmatix and sells a monthly coaching plan through a payment link.

Here’s how she uses the Order Submitted trigger:

1. A customer completes payment via PayPal

2. The Order Submitted workflow fires

3. Tekmatix automatically:

   • Sends a payment confirmation email

   • Applies a “Paid – Active Client” tag

   • Sends onboarding instructions

   • Notifies Maria’s team in Slack

4. The customer receives instant access — no manual follow-up needed

Result:
Maria saves hours of admin work and delivers a polished, professional onboarding experience.

Frequently Asked Questions

What is the Order Submitted trigger used for?

It starts automated workflows after a successful purchase. This includes confirmation emails, onboarding steps, internal notifications, and CRM updates.

Does the Order Submitted trigger work with PayPal?

Yes. It supports both Stripe and PayPal, including PayPal recurring invoices (without auto-payment enabled).

Can I use it for one-time and recurring purchases?

Yes. You can apply filters in your workflow to separate one-time payments from subscriptions.

How do I tell if the payment came from PayPal or Stripe?

Use the Payment Mode filter inside the workflow to create conditional actions based on the payment provider.

Does the trigger fire for failed payments?

No. The trigger only activates after a successful payment confirmation.

Can I send emails after a PayPal recurring payment?

Yes. You can either:

• Use the Order Submitted trigger + Send Email action, or

• Use Sales Receipts under Payments → Settings

Best Practices for Using This Trigger

• Keep confirmation emails short and clear

• Use filters to avoid over-triggering workflows

• Pair with tags for easy customer tracking

• Combine with onboarding or upsell workflows for maximum impact