Use Case: Generate Email Anytime a Payment Method is Created/Updated/Deleted

Generate Payment Method Notification Workflow

Desired Outcome: Notify someone in my company anytime a Payment Method is created, updated, or deleted.

Steps:

1. Navigate to Menu > Platform > Workflow Automation.
2. Click Add. 

3. Select Record - Triggered Flow. This trigger retrieves generated refunds.

4. Enter the Flow Label Name. Corresponding API names are auto populated.

5. Enter an optional Description. 

6. Click Next. 

7. Populate the Record - Triggered Flow. Select Payment method as the Object and select the timing options.

In this case, we want to generate an email anytime a Payment method is created, updated, or deleted.

8. Click Done after populating the component details.

9. Drag and drop a Send an Email communication onto the canvas under the Record -Triggered Flow icon. 

10. Populate the email address.

Note: Be sure to use single quotes for the email address. To add additional email addresses, separate each one with a comma or semi colon. 

Example: 

Recipients: 'Email@gmail.com' or when sending to more than one recipient ‘Email1@gmail.com, Email2@gmail.com'

11. Populate the Subject and email Body. Use the Insert Parameter option to customize the email with details regarding the Payment Method changes being communicated.

12. Click Done.  

13. Create a path from the Record - Triggered Flow by pulling the open circle down to the top of the Email. 

14. Save the Workflow.

15. Click Enable to start the Workflow.