How to use automation to be notified the registered deposit has been paid and requires registration

Created by RevQore Support, Modified on Wed, 20 Mar 2024 at 10:10 AM by Ella Kitching

This article is linked to understanding automation 

A registered deposit must be registered within 30 days of receipt. Whilst on the dashboard Arthur has an indicator box a user may want a notification or email or SMS to remind them the deposit remains un-registered after the receipt of funds To create a custom trigger, go to preferences>automation


Step 1 Choose the area for the custom trigger  


Step 2 Choose to create as it's on the creation of the receipt


Step 3 Name and set the conditions. here we are receiving notification after 14 days of receipt Please ensure the created date is written as -14 days. If you want to be notified on the day simply write the word Today


Step 4 Add action. This linked to adding actions to triggers


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