How to create a trigger
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Triggers are created and configured in the "Triggers" section of the system administrative settings.

The "Order" field determines the order in which the triggers are executed.

The event is the specified circumstance to which the trigger reacts and is selected in the form.

Note

The “Customer visited the site”, “Customer leaves the site” and “Customer did not visit the site” events are available only if Collector is enabled.

The "Missed call" event can be used if a telephony system is connected. For more details on this event, see related article.

Important!

For the "Prostie Zvonki (Simple Calls)" system, we recommend against setting up a trigger with the "Missed call" event, as the telephony uploads history in the customer's browser. If there were 10 calls at night, they would be uploaded into the system only at the moment of manager's authorisation. Accordingly, the trigger with the “Missed call” event will not be executed at night.

The "New call" event can be used if a telephony system is connected. It works in a similar way to the "Missed call" event, but applies to every call created in the system.

When you select an event, a tooltip is displayed with a list of objects and types that you can work with in the "Filter" and "Condition for appying a trigger" fields.

Limit for trigger execution

In the "Filter" field, a limitation is imposed on the trigger execution.

Examples of restrictions:

  • only orders with the sum higher than £5000;
  • only orders delivered by Royal Mail;
  • only orders in the "Delivering" status.

In the "Trigger condition" field, you can specify an expression that determines when the trigger, taking into account the applied filter, should be executed.

Examples of conditions:

  • there have been changes to an order;
  • the status of the order has been changed to "Failed to call";
  • the delivery type has changed;
  • the status of a product in an order has changed.

Both fields are optional. If you leave them empty, the trigger will be initiated on the event and perform the specified actions.

Important!

Once a trigger has been saved, it cannot be deleted. However, you can change the trigger condition and the action to be performed. The trigger event is also not editable.

The article "Rules for preparing triggers" describes the rules for forming expressions for the "Filter" and "Trigger condition" fields.

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General information about triggers
A trigger in an event-driven tool used to automate various system processes. A trigger is activated when a specified event occurs, checks a set of given conditions and performs actions if the conditions are met.
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Adding an action to a trigger
Triggers are used so that you can automate the sending of notifications, e-mails, SMS messages, and set tasks according to pre-specified rules.
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