Table of Contents
- A contract pending signature is emailed to a contact
- A credit card is expiring
- A credit card or bank account payment is refunded
- A job is scheduled
- A late fee is applied to an account
- A new user is created
- A receipt for a payment
- A signed contract is emailed to a contact
- A user forgets their password and requests a new one
- An account becomes delinquent
- An account hits X% of their bandwidth cap
- An account is activated for the first time
- An automatic payment fails
- An automatic payment succeeds
- An initial invoice is generated for a newly activated account
- An invoice has been delinquent for X days
- An invoice is due in X days
- An invoice is manually emailed to a contact
- An invoice is past due for X days
- An invoice will become delinquent in X days
- Billing runs successfully for an account
Trigger Explanations
Updated
by Morgan Wynnes
- A contract pending signature is emailed to a contact
- A credit card is expiring
- A credit card or bank account payment is refunded
- A job is scheduled
- A late fee is applied to an account
- A new user is created
- A receipt for a payment
- A signed contract is emailed to a contact
- A user forgets their password and requests a new one
- An account becomes delinquent
- An account hits X% of their bandwidth cap
- An account is activated for the first time
- An automatic payment fails
- An automatic payment succeeds
- An initial invoice is generated for a newly activated account
- An invoice has been delinquent for X days
- An invoice is due in X days
- An invoice is manually emailed to a contact
- An invoice is past due for X days
- An invoice will become delinquent in X days
- Billing runs successfully for an account
Read Time: 4 mins
Below are all of the event triggers that are available from within the Trigger menu when creating a triggered email, along with an explanation of when the email is triggered to be sent.
A contract pending signature is emailed to a contact
When It Triggers: Anytime a contract is sent to a customer, either manually or as a function of a job completion.
A credit card is expiring
When It Triggers: When the expiry date on a credit card that is set to autopay is within X number of months of the current date. The X number of months is defined when you set up the trigger.
A credit card or bank account payment is refunded
When It Triggers: When you click the "Refund" button from the Refund Payment window.
A job is scheduled
When It Triggers: When a job matching the type selected is scheduled for a specific time and user in the Jobs interface. This will also send when the job has already been scheduled, but the time has been changed.
A late fee is applied to an account
When It Triggers: When a late fee is automatically debited on an account, as per the settings defined in Settings > Billing > Billing Settings.
A new user is created
When It Triggers: Either when a new user is created from the Users screen, or when the "Resend user creation email" function is utilized from that screen.
A receipt for a payment
When it Triggers: When a payment is made by a customer, and a receipt is requested or selected to be sent through the payment creation modal.
A signed contract is emailed to a contact
When It Triggers: When the contract is manually sent to the contact.
A user forgets their password and requests a new one
When It Triggers: When a user utilizes the forgot password option for their account, and opts to have the password reset link emailed to them.
An account becomes delinquent
When It Triggers: This notification triggers when an invoice on an account becomes delinquent as a result of nonpayment. This will also trigger when the delinquency override date expires.
An account hits X% of their bandwidth cap
When It Triggers: When an account hits a predefined percentage of the usage based billing policy attached to their service. This percentage is defined when you set up the trigger.
An account is activated for the first time
When It Triggers: When an account moves into an Active status for the first time.
An automatic payment fails
When It Triggers: When an account's associated payment method is set to autopay and the payment is not successful.
An automatic payment succeeds
When It Triggers: When an account's associated payment method is set to autopay and the payment is successful.
An initial invoice is generated for a newly activated account
When It Triggers: When an account that has just been moved into an Active status for the first time has it's first invoice created.
An invoice has been delinquent for X days
When It Triggers: When an invoice on an account has reached delinquency and stayed in that state of delinquency for X amount of days. The number of days is defined when you set up the trigger.
An invoice is due in X days
When It Triggers: When an account has an invoice that is X amount of days away from being due. The amount of days is defined when you set up the trigger.
An invoice is manually emailed to a contact
When It Triggers: Upon clicking "Create", when using the "Email Invoice" functionality from the Invoice section of the Billing tab within an account.
An invoice is past due for X days
When It Triggers: When an invoice is left unpaid past the due date for X amount of days. The amount of days is defined when setting up the trigger.
An invoice will become delinquent in X days
When It Triggers: When an account's unpaid invoice is X days away from becoming delinquent. The amount of days is defined when setting up the trigger.
Billing runs successfully for an account
When It Triggers: When the automated process of billing takes place on an account. This happens shortly after midnight on the billing day parameters.
