---
title: "PayLink: Automated PayLink with Opportunities"
slug: "payments-use-cases-paylink-automated-opportunities"
updated: 2023-10-06T15:07:16Z
published: 2023-10-06T15:07:16Z
canonical: "docs.blackthorn.io/payments-use-cases-paylink-automated-opportunities"
---

> ## 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.

# PayLink: 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 without using 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

1. Create a custom URL type field on the Opportunity object called **PayLink**.
2. 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).
3. Alternatively, roll-up a related Opportunity Contact Role record from the Opportunity to populate this value too.

![G_01_03 instructions pic 1](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/G_01_03%20instructions%20pic%201.png)

### Step Two

*Auto-create the Blackthorn Payments Transaction from the "Closed Won" Opportunity.*

1. Create a new Process Builder.
2. Set **The process starts when** to "A record changes".
3. Click **+ Add Object**.
4. Type in "Opportunity", and select "when a record is created or edited".
5. Click **Save**.
6. Click **+ Add Criteria**.
7. Enter a **Criteria Name** and select "Conditions are met" for **Criteria for Executing Actions**.
8. Under **Field**, find the Opportunity **Stage**, set **Operator** to "Equals", and pick "Closed Won" for the **Value**.
9. Under IMMEDIATE ACTIONS, click **+ Add Action**.
10. **Action Type** = "Create a Record"
11. Ender an **Action Name** and set **Record Type** to "Transaction".
12. Under Set Field Values, enter the following information.

| Field | Type | Value |
| --- | --- | --- |
| Amount | Formula | [Opportunity].Amount |
| Opportunity | Field Reference | [Opportunity].Id |
| Description | Formula | [Opportunity].Description |
| Due Date | Formula | [Opportunity].CloseDate |
| Contact | Field Reference | [Opportunity].Billing_Contact |

1. Activate the Process Builder.

As an alternative to the **Contact** field, you can populate the **Account** lookup field on the Transaction object with the Opportunity **Account Name** field. However, if you want both lookup fields on the Transaction, the **Account** lookup will supersede the **Account Name** lookup when viewing the PayLink form.

![G_01_03 instructions pic 2](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/G_01_03%20instructions%20pic%202.png)

### Step Three

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

1. Create a new Process Builder.
2. Set **The process starts when** to "A record changes".
3. Click **+ Add Object**, type in "Transaction", and select "only when a record is created".
4. Click **Save**.
5. Click **+ Add Criteria**, name your criteria and select " Conditions are met".
6. Under field, find Transaction **Opportunity**, set operator to "IS NULL", type to "Boolean" and pick "False" for the value.  

*This criteria tells the process to only fire when the Transaction has a related Opportunity.*
7. Under Immediate Actions, click **+ Add Action**.
8. **Action Type** = Update Records, enter your **Action Name** and set **Record Type** = "Opportunity".
9. No criteria-just update the records!
10. Field = **PayLink**; Type = Formula; Value = "[bt_stripe**Transaction**c].bt_paylink**PayLink**c".
11. Activate the Process Builder.

![G_01_03 instructions pic 3](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/G_01_03%20instructions%20pic%203.png)

### Step Four

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

1. Create the Email Template. *Here is an example Email Template.* ![G_01_03 instructions pic 4](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/G_01_03%20instructions%20pic%204.png)
2. Create the Workflow Rule and Email Alert. This will email your customer when the Opportunity **Stage** = "Closed Won", and there is a **PayLink** value.

*Here is an example Workflow Rule and Email Alert.* ![G_01_03 instructions pic 5](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/G_01_03%20instructions%20pic%205.png)

*When **PayLink** field is not empty and the Opportunity **Stage** = "Closed Won" then send PayLink to customer.* ![G_01_03 instructions pic 6](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/G_01_03%20instructions%20pic%206.png)

Boom! Done.

## Additional Use Cases

If you have any suggestions for a use case with Blackthorn Payments please contact [Blackthorn Support](https://community.blackthorn.io/s/support) and provide details on your use case. We always appreciate hearing the solutions our customers create and love sharing that with our other customers!