How do I Set Event Based Triggers in Customers App?

Updated on June 13, 2017 11:12pm by Admin

The Event Based Triggers in the Customers App are initiated  when we have to execute an action after the occurrence of a certain event. Here, the trigger can be set for the events like
  • Customer Creation
  • Customer Updation
  • Customer Deletion.
Once a trigger criteria are set, there are three automatic actions that can be triggered:
  • Send Email - An email can be triggered to the Referred By, Assigned To, Customer, Employee or a Team.
  • Update Attribute - Updates a particular attribute value.
  • Update Associated Object Attributes - Updates the attribute values of its associated objects.

Note: More than one action can be added for a trigger.

For instance: Consider an employee (Sharon M. Kaplan), who wants to get notified, by triggering an email to herself, whenever a customer is created with “Sales Rep. = Sharon M. Kaplan".

Steps to Create an Event Based Trigger

  1. Go to Customers App.
  2. Click on “More (...)” icon -> “Settings” -> “Customers” -> “Triggers”.
  3. Select “Event Based” triggers option. Click on “Create”.
    event based triggers
  4. In the creation page, define the following:
    • Name - Enter the name of the event based trigger.
    • Enabled - Slide the toggle ON, to keep this trigger working.
    • Event - Select “Customer Created” by checking on the respective radio button.
      customer created trigger
  5. In the “Criteria” section, define the criteria as “Sales Rep. = Sharon M. Kaplan”, by selecting the required attributes from the drop down.
  6. In the “Action” section, select “Send Email”.
    enter the criteria
  7. The Create External Email popup will be displayed. Select “Trigger To” as “Employee = Sharon M. Kaplan”.
  8. Click on “Create”.
    create external email popup
  9. Finally, click on “Create” to complete.
    clcik on create trigger
  10. So, now whenever a new customer is created with "Sales Rep. = Sharon M. Kaplan", an email will be triggered to that sales rep.
    email triggered to sales rep