CornerSpot can react to your subscription activity for you. Using the Automations builder, you pick a billing event as the trigger, then add one or more actions that run whenever that event happens — no manual monitoring required. This guide shows you how to build one.
Where subscription automations live
Automations are managed at /dashboard/automations, opened from Automations in the left-hand menu. Each automation is a workflow: one trigger plus a sequence of steps. Billing automations — the subscription and invoice triggers below — require the Billing feature on your plan.
The subscription triggers
You can start an automation from any of these subscription billing triggers:
- Subscription created — a new subscription was set up.
- Subscription status changed — its status moved (for example active → paused).
- Subscription past due — a payment lapsed and the subscription is past due.
- Subscription cancelled — the subscription was cancelled.
- Auto-pay failed — an automatic charge didn’t go through.
There are also invoice triggers — including Invoice paid and Invoice overdue — for automations that key off individual invoices.
Some triggers let you filter on their fields — such as the new Status, the New status, or the Auto-pay status — so the automation only runs when a condition is met.
How to build a subscription automation
1. Open Automations
From the dashboard, select Automations in the left-hand menu to open your list of workflows.
2. Create a new automation
Click New automation to open the side panel. Give it a clear Name and choose the Trigger — the billing event that starts it. In this example we use Billing — Subscription past due.
3. Click “Create & build”
Select Create & build to create the workflow and open the builder, where you’ll see the trigger at the top and an Add step button beneath it.
4. Add an action
Click Add step and pick an action from the list. To alert your billing managers, choose Post dashboard notification, then give it a Title and a short Body so your team knows what to do. Click Done to close the step.
5. Save your automation
Click Save draft to keep your work. When you’re ready for it to run, click Activate — from then on it runs automatically every time the trigger fires.
Practical examples
- Notify your team when a subscription goes past due — trigger on Subscription past due and post a dashboard notification (the example shown here).
- Open a task when auto-pay fails — trigger on Auto-pay failed and log a follow-up activity so someone reaches out about the payment.
- Send a thank-you when a subscription is created — trigger on Subscription created and notify the customer or your account team.
What happens when the trigger fires
Once the automation is active, CornerSpot runs it automatically whenever the matching billing event happens — for example, when a subscription’s payment lapses and it moves to Past due, or when an automatic charge fails. You don’t trigger these by hand; they fire from the subscription’s lifecycle and from the auto-pay/billing system as events occur. (See the failed-auto-pay tutorial for how past-due and auto-pay-failed events arise.)
Tips
- Save as a draft while you build, then Activate when it’s ready — drafts don’t run.
- Use Test in the builder to dry-run the workflow without any side effects.
- Add a condition step (or a trigger filter) so the automation only runs for the cases you care about — for instance, a specific new status.
- Billing automations need the Billing feature on your plan; if you don’t see the subscription triggers, check your plan.