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

Modified on Wed, 20 Mar at 9:15 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

Name the action - Notify prospective tenant of paperwork required
Activate action - Tick to make active: un-tick when no longer required
Automatically set this action to checked when listed - This means it will run automatically without you checking the box
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.
Add a task type. this is linked to creating task types
Insert checklist template
Pre assign the task to a member of the team
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
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

(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.