New Workflow Triggers in Captivation Hub: Review Received, Payment Failed, and Form Partially Completed

Captivation Hub just added three new workflow triggers that open up some of the most commonly requested automation use cases. You can now build workflows that fire when a customer leaves a review, when a payment fails, or when someone starts filling out a form but doesn't finish.

This article walks through what each trigger does, where to find it, and a few practical ways to use it.

Where to Find the New Triggers

All three triggers live in the Workflow Builder, in the same place you would add any other trigger.

1. Open Automation in your Captivation Hub left navigation.
2. Click Workflows, then open an existing workflow or create a new one.
3. Click Add New Workflow Trigger.
4. Search for the trigger by name. You'll find Review Received, Payment Failed, and Form Partially Completed in the list.

Trigger 1: Review Received

The Review Received trigger fires whenever a new review comes in for your business. This includes reviews from the platforms connected to your Captivation Hub Reputation Management area.

What you can automate with it

• Send a personalized thank-you message to the customer who left a positive review.
• Alert your team in real time when a low rating comes in so someone can respond quickly.
• Tag contacts who leave 5-star reviews so you can group them for referrals, testimonials, or VIP campaigns.
• Trigger a follow-up sequence asking happy customers if they'd like to share the review on other platforms.
• Push review data into your CRM activity so you can see review history right on the contact record.

Common filters to set

• Rating filter to separate positive reviews from critical ones.
• Source filter if you only want to act on reviews from a specific platform.

Trigger 2: Payment Failed

The Payment Failed trigger fires when a customer's payment is declined. This includes failed subscription renewals, declined invoices, and failed one-time charges processed through Captivation Hub.

What you can automate with it

• Send a polite reminder email letting the customer know the charge didn't go through and asking them to update their card.
• Build a multi-step dunning sequence that follows up at day 1, day 3, and day 7 with increasing urgency.
• Notify your billing or success team internally so someone can reach out personally if needed.
• Tag the contact as Payment Issue so you can pause other marketing or service emails until the account is current.
• Pause access to a course, membership, or product if a recurring payment fails repeatedly.

What to keep in mind

This trigger fires once per failed attempt, so back-to-back retries can fire the workflow multiple times. If you don't want repeat emails to the same contact, add a step that checks for an existing Payment Issue tag and exits early if it's already there.

Trigger 3: Form Partially Completed

This is one of the most useful new triggers if you run any kind of lead capture, cart, or application form. The Form Partially Completed trigger fires when a contact starts filling out a form but doesn't submit it.

The form needs to capture at least one identifier (usually an email address or phone number) before the contact exits, so the contact record exists for Captivation Hub to send messages to.

What you can automate with it

• Cart abandonment recovery: If your checkout form captures email early, you can send a "we saved your cart" follow-up that brings people back to finish.
• Application or onboarding follow-up: For multi-step forms (loan applications, intake forms, registration forms), nudge contacts to come back and complete the rest.
• Lead capture rescue: If a contact starts a quote form but leaves, you can email them a quick "Still interested? Here's a link to finish" message.
• Sales team alerts: Notify a rep when a high-value form (request a demo, request a quote) is abandoned mid-fill so they can reach out manually.

How it works

1. A contact starts filling out one of your Captivation Hub forms and enters at least the email or phone field.
2. They leave the page or close the browser without clicking submit.
3. After a short delay (Captivation Hub waits to make sure they truly abandoned), the trigger fires.
4. Your workflow takes it from there.

Common filters to set

• Form filter so the trigger only fires for the specific form you care about.
• In specific funnel/website filter if the same form is used in multiple places and you only want to recover one of them.

Setting Up Your First Workflow With a New Trigger

The setup flow is the same for all three triggers:

1. Open Automation > Workflows and click + Create Workflow.
2. Pick Start from Scratch (or use a template if one fits).
3. Click Add New Workflow Trigger and select the trigger you want.
4. Set your filters (rating, form, source, etc.) so the trigger only fires for the right events.
5. Click Save Trigger.
6. Add the actions you want the workflow to take. Common starting actions are Send Email, Send SMS, Add/Remove Tag, Internal Notification, or Add to Workflow.
7. Toggle the workflow to Publish in the top right corner.

Frequently Asked Questions

Do these triggers work in both the Standard and Advanced Workflow Builders?

Yes. All three are available in the standard builder and the advanced builder.

Do I need to enable anything in Labs first?

No. These triggers are live in the Workflow Builder by default. You should see them in the trigger list the next time you build or edit a workflow.

Will the Form Partially Completed trigger work on forms inside AI Studio or external sites?

This trigger is designed for forms built in Captivation Hub. If a form is hosted somewhere else and pushed in through external tracking, use the External Tracking Event trigger instead.

How quickly do the triggers fire?

Review Received and Payment Failed fire within a few moments of the event. Form Partially Completed has a short waiting window so the system can confirm the form was truly abandoned and not just paused while the customer kept typing.

Can I use these triggers together in a single workflow?

Yes. A workflow can have multiple triggers. For example, you can set up one workflow that runs on both Payment Failed and a custom tag like Retry Billing, so the same recovery sequence kicks in either way.

What Happens Next

Pick one of the three triggers that fits a workflow you've been wanting to automate, and start with a simple version: one trigger, one or two actions, and a clear outcome. You can layer in tags, conditions, and longer sequences once the basic flow is working.

If you run into anything along the way, reach out to support with which trigger you're working on (Review Received, Payment Failed, or Form Partially Completed) and what you're trying to build, and the team can point you to the exact next step.