Trigger Categories

 This table is a list of all triggers by category. To search for a definition quickly, press CTRL + F (Command + F on a Mac) on your keyboard and type in the name of the trigger to jump directly to it in the table. 

CATEGORY

TRIGGER

EXPLANATION

NOTES

Client/Lead 

Client Cancelled

Runs when a client is cancelled

 

 

Client Source Updated

Runs when a client source is updated

 

 

Client Was Created

Runs when a client is created

 

 

Client Was Reactivated

Runs when a client is reactivated

 

 

Contract Is About To Expire

Checks for contracts expiring in [x] number of days 

The trigger allows to set [x] number of days before the contract expires. This trigger runs once a day in search of contracts that expire within the specified number of days. 

 

Credit Card Charge Failed

Runs when a credit card charge fails

The trigger looks at failed charges attempted through the invoice list. 

 

Credit Card Is About To Expire 

Checks for cards expiring in [x] number of days 

The trigger allows to set [x] number of days before the card expires. This trigger runs once a day in search of cards that expire within the specified number of days. 

 

Credit card was updated

Runs if the credit card on file for the Account was updated

 

 

Has Opted In For Emails

Runs if the client/lead opted in for emails 

Opt-in is set by sending an opt-in email. 

 

Lead Cancelled

Runs when a lead is cancelled

 

 

Lead Was Converted To Client

Runs when a lead is converted from a lead to a client

 
 

Lead Was Created

Runs when a lead is created

 
Date

Run On Client Since Date

Runs on the client since date 

The trigger runs yearly (unless there is a stop condition).
 

Run On Custom Field Date

Runs on the selected custom field date

The custom field type must be set to date.
 

Run On Date

Runs on specified date

The trigger runs yearly (unless there is a stop condition).
 

Run On Day Of Week

Runs on the specified day of the week

The trigger runs yearly (unless there is a stop condition).
 

Run On Time Range

Runs on the specified time range

The trigger runs yearly (unless there is a stop condition).
Estimate

Estimate Was Created

Runs when an estimate is created

 
 

Estimate Was Lost

Runs when an estimate is marked as lost

 
 

Estimate Was Sent

Runs when an estimate is marked as sent

 
 

Estimate Was Won

Runs when an estimate is marked as won

 
Form

Form Was Submitted

Runs when a form is submitted

Be sure to select a form through the trigger.
Invoice

Invoice Past Due

Checks for invoices that are past due 

This trigger runs once a day in search of invoices that are past due. 
 

Invoice Was Created

Runs when an invoice is created

The trigger will pick up invoices created manually instantly, while invoices created from completed jobs will be picked up the following day.
 

Invoice Was Paid

Runs when an invoice is marked as paid

 
Job

Job was cancelled

Runs when a job is cancelled

This trigger looks at master recurring jobs and master package jobs.
 

Job Was Created

Runs when a job is created

This trigger looks at the master job.
 

Package Was Created

Runs when a package is created

This trigger looks at the client package.
 

Visit Date Changed

Runs when the visit date is changed

This trigger looks at the visit occurrence.
 

Visit Moved To Waiting List

Runs when a visit is moved to the waiting list

This trigger looks at the visit occurrence.
 

Visit Was Completed

Runs when a visit is marked as completed

This trigger looks at the visit occurrence.
 

Visit Was Dispatched

Runs when a visit is dispatched

This trigger looks at the visit occurrence.
 

Visit Was Skipped

Runs when a visit is marked as skipped

This trigger looks at the visit occurrence.
Tag

Tag Was Added 

Runs when the specified tag is added to a client/lead

 
 

Tag Was Removed

Runs when the specified tag is removed from a client/lead

 
Ticket

Calendar event was created

Runs when a Calendar Event is created

 
 

Ticket past due

Runs when a Ticket becomes past due

This trigger runs once a day in search of Tickets that are past due.
 

Ticket was closed

Runs when a Ticket is marked as closed

 
 

Ticket was created

Runs when a Ticket is created

 
 

Ticket was reopened

Runs when the status of a Ticket goes from closed to open

 

 

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