This article is linked to understanding automation.
What are Triggers and Actions
Triggers are defined as those day to day scenarios that occur in property management. When triggers occur they will set off a series of actions defined by the client. Actions include;
- Tasks
- SMS
- Notifications
- Webhooks
- Field updates
We have pre-populated Arthur with over 200 system triggers and actions which Arthur will carry out on your behalf. Together with customers’ own customised triggers, clients have a lot of ability to automate processes. If we have missed any triggers, actions, or variables please contact our support so we can add them to the system.
Build a customised trigger
Step 1 Go to automation
Step 2 Add custom trigger
Step 3 Choose where this should trigger
Step 4 Choose when it should trigger
Step 5 Name the trigger and set conditions if applicable
Step 6 Create your action This is linked to adding actions
Where to find the library of default emails
This is linked to How to use customized triggers to create a library of default emails to be triggered from the tenancy screen.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article