November 13th, 2025

πŸ’³ GoCSM Triggers: Payment Failed Enhancements, Update Payment Link

We’ve made it easier than ever to help customers recover failed payments!

When a subscription payment fails, GoCSM can now automatically send the customer their invoice link, allowing them to update their payment method immediately.


πŸ†• What’s New

  • πŸ”— Auto-Send Update Payment Link
    The system now includes a direct invoice link in notifications triggered by a Payment Failed event, making it easier for customers to update their payment details.

  • βš™οΈ Fully Automated Through Workflows
    Insert the link into your Payment Failed workflow emails or SMS, providing customers with a quick and guided way to resolve payment issues.

  • βœ‰οΈ Add to Customer Touch Emails
    Use this custom field to include the direct update link in your Payment Failed outreach emails:
    {{ contact.update_payment_link }}

  • πŸ‘€ View Saved Update Payment Links in User Profiles
    Every generated payment update link is stored per user:
    Users β†’ Select a Payment Failed User β†’ SaaS Details β†’ Update Payment Link


πŸ’‘ Why This Matters

  • 🚫 Reduce Churn Faster – Empower customers to fix failed payments instantly

  • ⚑ Better Customer Experience – No back-and-forth emails needed

  • 🧠 Smarter Automation – Add payment-recovery links to all your existing workflows


Need help setting up the Update Payment Link to your emails?

πŸ’¬ Reach out or submit a ticket through our Chat Widget β€” we're here to help!