---
title: "Use Cases"
slug: "paylink-use-cases"
updated: 2022-07-13T20:56:20Z
published: 2022-07-13T20:56:20Z
canonical: "docs.blackthorn.io/paylink-use-cases"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blackthorn.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Cases

## Automated PayLink with Opportunities

### Scenario

A common use case is that a salesperson will close an Opportunity and send the customer a link to the payment request.

To do this, you can build three things all without code:

- A Process Builder process to automatically create a Transaction record when the Opportunity Stage = "Closed Won".
- A Process Builder process to automatically roll-up the PayLink on to the Opportunity record.
- A Workflow Rule with an Email Alert to automatically email the PayLink to the customer.

### Instructions

#### Step One

- Create a custom URL type field on the Opportunity object called `PayLink`.
- Create a lookup type field on the Opportunity object called `Billing Contact` that looks to the Contact object and is filtered by the Account record on the Opportunity.  

*This is for sending a Workflow email all from one object (Opportunity). Alternatively, roll-up a related Contact Role record from the Opportunity to populate this value too.*

![L_06_automated paylink pic 1](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%201.png)

#### Step Two

*Auto-create the Blackthorn | Payments Transaction from the "Closed Won" Opportunity.* ![L_06_automated paylink pic 2](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%202.png)

- Create a new Process Builder.  

*The process starts when **A record changes**.*
- Click the "+ Add Object", type in "Opportunity", and select "when a record is created or edited".
- Save.
- Click the "+ Add Criteria", name your criteria and select " Conditions are met".
- Under field, find Opportunity `Stage`, set to "Equals", and pick "Closed Won" for the value.
- Under Immediate Actions, click "+ Add Action".
- Action Type = Create a Record, name your action and Record Type = "Transaction".
- Set Field Values for five fields:

```
- Amount = Type: Formula, Value: Opportunity. Amount
- Opportunity = Type: Reference, Value: Opportunity. ID
- Description = Type: Formula, Value: Opportunity. Description
- Due Date = Type: Formula, Value: Opportunity.CloseDate
- Contact = Type: Reference, Value: Opportunity.Billing_Contact
```

*Alternatively to the `Contact` field, you can populate the `Account` lookup onto the Transaction with the Opportunity `Account`. Just note, if you want both lookup fields on the Transaction, the `Account` lookup will supersede the `Contact` lookup when viewing the PayLink form.* ![L_06_automated paylink pic 3](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%203.png)

#### Step Three

- After the Immediate Action, select "Evaluate The Next Criteria".
- Click the "+ Add Criteria", name your criteria "Amount is changed" and select " Conditions are met".
- Set Condition: Opportunity `Amount` field, Is Changed, Boolean, True

![L_06_automated paylink pic 4](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%204.png)

- Under Immediate Actions, click "+ Add Action".
- Action Type: Update a Record, name your action: Update Transaction Amount
- Select No criteria-just update the records!
- Set the field values:

```
- Amount: Type: Formula, Value: Opportunity. Amount
```

![L_06_automated paylink pic 5](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%205.png)

- Activate the Process Builder.

#### Step Four

*Auto roll-up the PayLink from Transaction to Opportunity. This will allow you to use the PayLink in the Email Alert.*

- Create a new Process Builder.  

*The process starts when **A record changes**.*
- Click the "+ Add Object", type in "Transaction", and select "only when a record is created".
- Save.
- Click the "+ Add Criteria", name your criteria and select " Conditions are met".
- Under field, find Transaction `Opportunity`, set operator to "IS NULL", type to "Boolean" and pick "False" for the value.  

*This criteria is telling the process only to fire when the Transaction has a related Opportunity.*
- Under Advanced, check "Yes".

![L_06_automated paylink pic 6](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%206.png)

- Under Immediate Actions, click "+ Add Action".
- Action Type = Update Records, name your action and select Record Type = "Opportunity".
- No criteria-just update the records!
- Field = `PayLink`, Type = Formula, Value = "bt_stripe**Transaction**c. bt_paylink**PayLink**c".
- Activate the Process Builder.

![L_06_automated paylink pic 7](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%207.png)

#### Step Five

*Create a Workflow Rule with an Email Alert to automatically email the PayLink to the customer.*

- Create the Email Template.  

*Here is an example Email Template.*

![L_06_automated paylink pic 8](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%208.png)

- Create the Workflow Rule and Email Alert. This will email your customer when the Opportunity is "Closed Won" and there is a PayLink value.  

*Here is an example Workflow Rule and Email Alert.*

![L_06_automated paylink pic 9](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%209.png)

---

![L_06_automated paylink pic 10](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_automated%20paylink%20pic%2010.png)

Boom! Done.

---

## Transaction Reattempt Notifications

### Failed Transaction Follow Up

When Transactions fail and are reattempted, it is a good thing to follow up with the customer to notify them and update their card or bank account information if the Transaction continues to fail.

*For the use case below, we will be creating a Process builder to send out an automated email notification to the customer after the second reattempt and then notify the sales rep on the third reattempt.*

#### Step One

Create an Email Template and Email Alert *These two records will be referenced later in a Process Builder.*

- Example Email Template: ![L_06_transaction reattempt pic 1](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_transaction%20reattempt%20pic%201.png)
- Example Email Alert: ![L_06_transaction reattempt pic 2](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_transaction%20reattempt%20pic%202.png)

#### Step Two

Create a Process Builder that will automatically send out the Email that we just created above and notify the Transaction owner.

- Create a new Process Builder. *The process starts when **A record changes**.*
- Click the "+ Add Object," type in "Transactions," and select "when a record is created or edited."
- Save.
- Click the "+ Add Criteria," name your criteria and select " Conditions are met."
- Under field, find Transaction `Reattempt Number,` set to "Equals," and value of "2".
- Under Immediate Actions, click "+ Add Action".
- Action Type = Email Alerts, name your action and Email Alert = The name of your Email Alert you created above.
- Click "Save."
- Under "False" click the "+ Add Criteria," name your criteria and select " Conditions are met."
- Under field, find Transaction `Reattempt Number,` set to "Equals," and value of "3".
- Under Immediate Actions, click "+ Add Action".
- Action Type = Post to Chatter, Action Name: "Notify Transaction Owner", Post To: This record.
- Message: Enter any custom message you would like.*Example Message: @[{![bt_stripe__Transaction__c].OwnerId}] Contact the customer on this Transaction. Their Payment Method is incorrect and needs to be updated in order for the Transaction to process. An email has already been sent with a PayLink to update their Payment Method.*
- Click "Save."
- Click "Activate."

![L_06_transaction reattempt pic 3](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_transaction%20reattempt%20pic%203.png)

---

![L_06_transaction reattempt pic 4](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/L_06_transaction%20reattempt%20pic%204.png)

*On third reattempt, Chatter post will automatically get created and notify the Transaction owner.*