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Automation Trigger Conditions

 

When setting up an Automation, the Trigger Condition is the most important aspect.

This controls when and why the automation happens.

 

 

 

Note: If you choose a Run time that cannot be used with the Trigger condition you will get this message when trying to save the new Automation

 

 

 

There are several  Trigger options, so here they are explained:

Run at a Certain Time– You will choose a certain date and time for an action to run.blank

 

 

 

Visit is Added– The action you choose will happen based on the run time you choose when a visit is added to your schedule.

You can choose for it run instantly or 2 minutes after you add the visit up to 30 days after you add the visit.

You will see run times for “before” this action happens, but those do not apply to this trigger.blank

 

 

 

Meeting is Added– The action you choose will happen based on the run time you choose when a Meeting is added to your schedule.

You can choose for it run instantly or 2 minutes after you add the meeting up to 30 days after you add the meeting.

You will see run times for “before” this action happens, but those do not apply to this trigger.blank

 

 

 

Equipment Maintenance is Added– The action you choose will happen based on the run time you choose when an Equipment Maintenance is added to your schedule.

You can choose for it run instantly or 2 minutes after you add the Equipment Maintenance up to 30 days after you add the Equipment Maintenance.

You will see run times for “before” this action happens, but those do not apply to this trigger.blank

 

 

 

Before a Visit Happens– This trigger is to be used for visit reminders. It will happen when a visit is on your schedule and will send based on when you choose from the Run Time Menu.

You can choose for it run 1, 2, or 3 days before the visit will happen.

You will see run times for “Instantly” and “After” this action happens, but those do not apply to this trigger.blank

 

 

 

Before a To-do Happens– This trigger is to be used for To-do reminders. It will happen when a To-do is on your schedule and will send based on when you choose from the Run Time Menu.

You can choose for it run 1, 2, or 3 days before the To-do will happen.

You will see run times for “Instantly” and “After” this action happens, but those do not apply to this trigger.blank

 

 

 

Before a Meeting Happens– This trigger is to be used for Meeting reminders. It will happen when a Meeting is on your schedule and will send based on when you choose from the Run Time Menu.

You can choose for it run 1, 2, or 3 days before the Meeting will happen.

You will see run times for “Instantly” and “After” this action happens, but those do not apply to this trigger.blank

 

 

 

Before an Equipment Maintenance Happens– This trigger is to be used for Equipment Maintenance reminders. It will happen when an Equipment Maintenance is scheduled and will send based on when you choose from the Run Time Menu.

You can choose for it run 1, 2, or 3 days before the Equipment Maintenance will happen.

You will see run times for “Instantly” and “After” this action happens, but those do not apply to this trigger.
blank

 

 

 

Visit is Complete– This trigger is used to send a notice when a visit is marked as complete.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after visit is marked complete up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger. blank

 

 

 

To-do is Complete– This trigger is used to send a notice when a To-do is marked as complete.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a To-do is marked complete up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Meeting is Complete– This trigger is used to send a notice when a Meeting is marked as complete.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a Meeting is marked complete up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Maintenance is Complete– This trigger is used to send a notice when a Maintenance is marked as complete.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a Maintenance is marked complete up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Estimate is Sent– This trigger is used to send a notice when an Estimate is sent.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after an Estimate is sent up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Estimate is Accepted– This trigger is used to send a notice when an Estimate is only accepted.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after an Estimate is accepted up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Estimate is Declined– This trigger is used to send a notice when an Estimate is only declined.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after an Estimate is declined up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Estimate Changes are Requested– This trigger is used to send a notice when an a customer requests changes on their estimate via their customer portal.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after changes are requested on an Estimate up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Estimate is Accepted or Declined– This trigger is used to send a notice if the Estimate is either Accepted or Declined.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after an Estimate is accepted or declined up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Estimate is Not Accepted or Declined– This trigger is used to send a notice when an Estimate has been sent but has neither been Accepted or Denied.

This is mostly used to send reminders or checking in about the Estimate.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after an Estimate is not accepted or declined up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

New Customer is Added– This trigger is used to send a notice when a new Customer is added.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a new Customer is added up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Property is Not Serviced– This trigger is used to send a notice when a Property is marked as not serviced.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after the Property is marked not serviced up to 30 days after.

You will see run times “before” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Invoice Become Past Due– This trigger is used to send a notice when an Invoice becomes past due.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly 2 minutes after an invoice becomes past due up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

 

Before Invoice Becomes Past Due– This trigger is used to send a notice before an Invoice becomes past due. This could be used as a reminder to pay the invoice.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after visit is marked complete up to 30 days after.

You will see run times “after” the trigger happens, but those do not apply to this trigger.blank

 

 

 

Invoice is Sent– This trigger is used to send a notice when an Invoice has been sent to the customer.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after an invoice is sent up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

Payment is Made on Account– This trigger is used to send a notice when a payment has been made on an account. This could be a customer adding a payment from the portal, a card on file being charged, OR an employee entering it in the system.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a payment is made on the account up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

 

Payment Receipt is Sent– This trigger is used to send a notice when a Payment Receipt has been sent to the customer.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a payment receipt is sent up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

 

Job Timer Started– This trigger is used to send a notice when an employee starts a Job Timer by clocking in to the job.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a job timer is started up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

 

Job Timer Stopped– This trigger is used to send a notice when an employee stops a Job Timer but clocking out of a job.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a Job Timer is stopped up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

 

Customer Added a Credit Card– This trigger is used to send a notice when a Credit Card has been added by a customer via the customer portal.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a credit card is added by the customer up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

 

Customer Added Bank Account– This trigger is used to send a notice when a customer adds a bank account via their customer portal.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a customer adds a bank account via their customer portal up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

 

Customer Added Bank Account But ACH Not Verified– This trigger is used to send a notice when a customer has added a bank about via their customer portal but has not verified it yet.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a customer has added a bank about via their customer portal but has not verified it yet up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

 

Customer Removed Bank Account– This trigger is used to send a notice when a customer removes a bank account via their customer portal.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a customer removes a bank account via their customer portal up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

 

 

Customer Removed Credit Card– This trigger is used to send a notice when a customer removed a credit card via their customer portal.

It will send based on when you choose from the Run Time Menu.

You can choose from instantly or 2 minutes after a customer removed a credit card via their customer portal up to 30 days after.

You will see run times “before” the trigger happens and those do not apply to this trigger.blank

 

Updated on March 2, 2022

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