Condition Categories

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. 

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.

 

Account Type

Client/Lead must meet the specified account type

Available account types are Residential and Commercial.

 

Billing Term

Client/Lead must meet the specified billing term

Available billing terms are:

  • 1% 10 Net 30
  • 2% 10 Net 30
  • Due On Receipt
  • Net 15 
  • Net 30
  • Net 60

 

Branches

Client/Lead must meet the specified branch

The condition is available only when branches are enabled. This can be set in the company settings.

 

Cancellation Reason

Client/Lead must meet the specified cancellation reason

 

 

Client/Lead Status

Client/Lead must meet the specified status

Available client/lead statuses: 

  • All Client and Leads
  • Active Clients and Open Leads
  • Clients
  • Former Clients
  • Clients and Former
  • Clients
  • Leads
  • Closed Leads

 

Client Since Date

Client/Lead must meet the specified client since date range 

Available operators are:

  • Less Than [date]
  • Greater Than [date]
  • Equal To [date]
  • Less Than Or Equal To [date]
  • Greater Than Or Equal To [date]
  • Not Equal To [date]

 

Client Source

Client/Lead must meet the specified client source

 

 

Contract Is About To Expire

Contract must expire within [x] number of days

The 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.
 

CSR

Client/Lead must meet the specified customer service representative

The condition can be combined with a job trigger. If combined with:

  • A job trigger, it will use the CSR from the job
  • If the job does not have a CSR, it will use the CSR from the client/lead settings
 

Custom Field

Client/Lead must meet selected Custom Field criteria

 

 

Does Not Have Credit Card on File

Client/Lead has no credit card on file

 

 

Has a Card on File

Client/Lead has a credit card on file

 
 

Is Opted in for Emails

Client/Lead must have opted in for emails

 
 

Is Subscribed to Email Category

Client/Lead must meet the specified email categories

 
 

Payment Method Type

Client/Lead must meet the specified payment method type

 
 

Sales Person

Client/Lead must have the specified sales person

The condition can be combined with an estimate and job trigger. If combined with:

  • An estimate trigger, it will use the sales person from the estimate
  • A job trigger, it will use the sales person from the job

If the estimate or job does not have a sales person, it will use the sales person from the client/lead settings.

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’s/Lead’s estimate must have the specified product(s)

The condition is available only when using an estimate-related trigger.

 

Estimate has Service

Client’s/Lead’s estimate must have the specified service(s)

The condition is available only when using an estimate-related trigger.

 

Estimate Stage

Client’s/Lead’s estimate must meet the specified stage(s)

The condition is available only when using an estimate-related trigger.

 

Estimate Status

Client’s/Lead’s estimate must meet the specified status(es)

The condition is available only when using an estimate-related trigger.

 

Estimate Total

Client/Lead must meet the specified estimate total range 

The condition is available only when using an estimate-related trigger.

Available operators are:

  • Less Than [totalvalue]
  • More Than [totalvalue]
  • Less Than Or Equal To [totalvalue]
  • More Than Or Equal To [totalvalue]
Form

Has Completed Form

Client/Lead must have submitted the specified form(s)

 

Invoice

Invoice has Product

Client’s invoice must have the specified product(s)

The condition is available only when using an invoice related trigger.
 

Invoice has Service

Client’s invoice must have the specified service(s)

The condition is available only when using an invoice related trigger.
 

Invoice Past Due

Invoice must be past due more than [x] number of days

The 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.

 

Invoice was Paid

Invoice must be paid within [x] number of days

The condition is available only when using an invoice-related trigger.

The condition allows setting [x] number of days of 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.

Job

Client Currently has Package Scheduled 

Client must have specified package(s) scheduled

 

 

Client Currently has Recurring Job Scheduled

Client must have specified recurring job(s) scheduled

 
 

Client Does Not Currently have Package Scheduled

Client must not have the specified package(s) scheduled

 
 

Client Does Not Currently have Recurring Job Scheduled 

Client must not have the specified recurring job(s) scheduled

 
 

Client has Ever had Package

Client must have had at any time the specified packages(s) scheduled

 
 

Client has Ever had Recurring Job

Client must have had at any time the specified job(s) scheduled

 
 

Client has Not Ever had Package

Client must not have had at any time the specified package(s) scheduled

 
 

Client has Not Ever had Recurring Job

Client must not have had at any time the specified recurring job(s) scheduled

 
 

Visit Requires Call Ahead

Client’s/Lead’s requires a call before the visit

The condition is available only when using a job-related trigger.
 

Last Visit Date

Client must have had the specified visit within the specified number of days

Available operators are:

  • [service/package] Less Than days
  • [service/package] Greater Than [x] days
  • [service/package] Equal To days
  • [service/package] Less Than Or Equal To [x] days
  • [service/package] More Than Or Equal To [x] days
 

Visit Status

Visit must meet the specified status

The condition is available only when using visit occurrence triggers.

Available visit statuses:

  • Pending Dispatch
  • Dispatched
  • Completed
  • Cancel Visit
  • Waiting List
  • Skipped

Please note that custom sub-statuses are not available as a selection.

Tag

Does Not have Tag

Client/Lead must not have the specified tags

 

 

Has Tag

Client/Lead must have the specified tags

 
Ticket

Ticket Category

Client/Lead must have a Ticket in the selected Category

The condition is available only when using a To Do-related trigger.

 

Ticket Past Due

Ticket must be [x] days past due

The condition is available only when using a Ticket-related trigger.

The condition allows 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.

 

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