This table is a list of all conditions 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.
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CATEGORY |
CONDITION |
EXPLANATION |
NOTES |
| Client/Lead |
Account Balance |
Client/lead must meet the Account Balance amount with the selected operator |
Select an operator from the list and then an amount by using the areas in the next field. |
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Account type |
Client/lead must meet the specified account type |
Available account types are Residential and Commercial. |
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Billing term |
Client/lead must meet the specified billing term |
Available billing terms are:
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Branch |
Client/lead must meet the specified branch |
This condition is available only when branches are enabled. This can be set in the company settings. |
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Cancellation reason |
Client/lead must meet the specified cancellation reason |
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Client/Lead status |
Client/lead must meet the specified status |
Available client/lead statuses:
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Client since date |
Client/lead must meet the specified client since date range |
Available operators are:
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Client source |
Client/lead must meet the specified client source |
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Contract is about to expire |
Contract must expire within [x] number of days |
This condition allows setting [x] number of days before the contract expires. This condition checks once a day in search of contracts that will expire within the specified number of days. | |
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CSR |
Client/lead must meet the specified customer service representative |
This condition can be combined with a job trigger. If combined with:
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Custom Field |
Client/lead must meet selected Custom Field criteria |
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Does not have ACH on file |
Client/lead does not have ACH on file |
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Does not have credit card on file |
Client/lead has no credit card on file |
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Has ACH on file |
Client/lead has ACH on |
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Has credit card on file |
Client/lead has a credit card on file |
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Is opted in for emails |
Client/lead must have opted in for emails |
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Is subscribed to email category |
Client/lead must meet the specified email categories |
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Map code |
Client/lead must have the specified map code |
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Opt-In Texts |
The Client/lead must have Opted-In, Opted-out, or Needs Opt-In for texting. |
Needs Opt-In means the Client/lead has not opted in or out of texting. | |
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Payment method type |
Client/lead must meet the specified payment method type |
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Sales Person |
Client/lead must have the specified sales person |
This condition can be combined with an estimate and job trigger. If combined with:
If the estimate or job does not have a salesperson, it will use the salesperson from the client/lead settings. |
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Service Zip code |
Client/lead must have the specified zip code |
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| Date |
Date of year between |
The current date must be within the specified date range |
The specified date range will recur every year. |
| Estimate |
Estimate has product |
Client/lead’s estimate must have the specified product(s) |
This condition is available only when using an estimate-related trigger. |
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Estimate has product |
Client/lead’s estimate must have the specified product(s) |
This condition is available only when using an estimate-related trigger. |
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| Estimate sales rep | Client/lead’s estimate must have the specified salesperson | This condition is available only when using an estimate-related trigger. | |
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Estimate stage |
Client/lead’s estimate must meet the specified stage(s) |
This condition is available only when using an estimate-related trigger. |
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Estimate status |
Client/lead’s estimate must meet the specified status(es) |
This condition is available only when using an estimate-related trigger. |
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Estimate total |
Client/lead must meet the specified estimate total range |
This condition is available only when using an estimate-related trigger. Available operators are:
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| Form |
Has completed form |
Client/lead must have submitted the specified form(s) |
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| Invoice |
Invoice has product |
Client’s invoice must have the specified product(s) |
This condition is available only when using an invoice-related trigger. |
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Invoice has service |
Client’s invoice must have the specified service(s) |
This condition is available only when using an invoice-related trigger. | |
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Invoice past due |
Invoice must be past due more than [x] number of days |
This condition is available only when using an invoice-related trigger. The condition allows setting more than [x] number of days after the invoice is past due. This condition checks once a day in search of invoices that are past due more than the specified number of days. |
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Invoice was paid |
Invoice must be paid within [x] number of days |
This condition is available only when using an invoice-related trigger. The condition allows setting [x] number of days when an invoice has been marked paid. This condition checks once a day in search of invoices that have been marked paid within the specified number of days. |
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| Job |
Client currently has package scheduled |
Client must have specified package(s) scheduled |
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Client currently has recurring job scheduled |
Client must have specified recurring job(s) scheduled |
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Client does not currently have package scheduled |
Client must not have the specified package(s) scheduled |
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Client does not currently have recurring job scheduled |
Client must not have the specified recurring job(s) scheduled |
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Client has ever had package |
Client must have had at any time the specified packages(s) scheduled |
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Client has ever had recurring job |
Client must have had at any time the specified job(s) scheduled |
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Client has not ever had package |
Client must not have had at any time the specified package(s) scheduled |
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Client has not ever had recurring job |
Client must not have had at any time the specified recurring job(s) scheduled |
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Last visit date |
Client must have had the specified service within the specified number of days |
Available operators are:
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Visit requires call ahead |
Client/lead’s requires a call before the visit |
This condition is available only when using a job-related trigger. | |
| Tag |
Does not have tag |
Client/lead must not have the specified tags |
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Has tag |
Client/lead must have the specified tags |
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| Ticket |
Calendar Event category |
The trigger will only apply if one of the selected Calendar Event categories is selected. |
This condition is available only when using a Calendar Event-related trigger. |
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Ticket Category |
Client/lead must have a Ticket in the selected Category |
This condition is available only when using a Ticket-related trigger. |
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Ticket past due |
Ticket must be [x] days past due |
This condition is available only when using a Ticket-related trigger. The condition allows you to set more than [x] number of days after the Ticket is past due. This condition checks once a day in search of Tickets that are past due more than the specified number of days. |