**BE SURE YOUR STRIPE IS ALREADY CONNECTED TO YOUR PATIENT STREAM ACCOUNT**

Suggested Triggers:

Once you've added your payment into a funnel, here are a few common triggers that can be created to help you:

  • Prepaid Tag: Tags people with "Prepaid" so you know at a glance who has prepaid and who hasn't

  • Opportunity update: Create a section in your opportunity pipeline that say's "Prepaid". Then, the automation update's leads opportunities automatically to keep them organized.

  • SMS or EMAIL Notification: Get notified when someone prepays

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