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. |
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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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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. |
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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 |
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. | |
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CSR |
Client/Lead must meet the specified customer service representative |
The 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 Credit Card on File |
Client/Lead has no credit card on file |
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Has a 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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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 |
The condition can be combined with an estimate and job trigger. If combined with:
If the estimate or job does not have a sales person, it will use the sales person from the client/lead settings. |
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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’s/Lead’s estimate must have the specified product(s) |
The condition is available only when using an estimate-related trigger. |
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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. |
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Estimate Stage |
Client’s/Lead’s estimate must meet the specified stage(s) |
The condition is available only when using an estimate-related trigger. |
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Estimate Status |
Client’s/Lead’s estimate must meet the specified status(es) |
The 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 |
The 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) |
The 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) |
The 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 |
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. |
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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. |
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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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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. | |
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Last Visit Date |
Client must have had the specified visit within the specified number of days |
Available operators are:
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Visit Status |
Visit must meet the specified status |
The condition is available only when using visit occurrence triggers. Available visit statuses:
Please note that custom sub-statuses are not available as a selection. |
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| 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. |
The 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 |
The condition is available only when using a Ticket-related trigger. |
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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. |