System Triggers Introduction

The System Triggers feature in the Effort platform allows you to automate the creation of works or trigger notifications when specific conditions are met at a scheduled time—daily, weekly, or monthly—based on the creation or modification of a Customer or Custom Entity record.

A Trigger Template defines the overall configuration for automation. It specifies the target entity (Customer or Custom Entity), the data range, the frequency (daily, weekly, monthly), and the schedule for running the trigger.

Within a trigger template, you can add one or more Trigger Events. A trigger event defines the specific action to be performed when the conditions are satisfied. There are two types of trigger events:

• Trigger Work: Automatically creates a work item based on the configured conditions.

• Trigger Notification: Sends an email, SMS, or mobile/web notification when the conditions are met.

This feature is particularly useful when you want to automate actions based on defined criteria.

For example, if you have a Yes/No customer field named Interested in Taking Service, you can configure the system to automatically create a Service Work when a customer selects Yes during their creation or update.

Once configured, when a Customer is created with this field set to Yes, a Service Work will automatically be generated at the scheduled time. Similarly, if a trigger notification is configured, a notification will be sent at the scheduled time based on the defined conditions.

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