How to add an action to a system trigger or customized trigger

Modified on Wed, 20 Mar 2024 at 09:15 AM

Actions can be added to the system and customised triggers This article is linked to understanding automation 

Add the action to a trigger

Choose the trigger e.g system trigger Tenancy Status set to Perspective>add action


  Decide whether your action is a task or communication or both

  1. Name the action - Notify prospective tenant of paperwork required 
  2. Activate action - Tick to make active: un-tick when no longer required
  3. Automatically set this action to checked when listed - This means it will run automatically without you checking the box
  4. Add task - To create a task with all its functionality tick the box and name the task that has been created. See below: e.g. task created is called Notify prospective tenant of paper work required and is related to a specific task type.
  5. Add a task type. this is linked to creating task types
  6. Insert checklist template
  7. Pre assign the task to a member of the team
  8. Add to activity log-This is a log of an action (record of an action) being run and is added to the activity area within properties units or tenancies
  9. Apply a process - This can either be:
  • Email
  • SMS
  • Workorder
  • Webhook
  • Edit field


** To bring up a list of variables right-click within the field

tenancy-status-prospective(Continue scrolling down the page after email body to see) 

7. Include summary - Leave blank 

8. Success text - This is the text you will see in the top right-hand corner of your screen that if it has been sent successfully 

9. Failed text - This is the text you will see in the top right-hand corner of your screen if it has failed to send The event this was added to was 'tenancy status set to prospective'. Now when you add a prospective tenancy you will have the option to run the task and send an email at the bottom. When adding a tenancy, actions will be located on the fourth stage.


Can actions be viewed before sending

Actions that are manually triggered can be previewed before sending.




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article