Table of Contents

Trigger Explanations

Jennifer Trower Updated by Jennifer Trower

Read Time: 4 mins

Below are all of the triggers available in the Trigger menu when creating a triggered message, along with an explanation of when each one sends. For the variables each trigger offers, see Email Variables & Conditions.

A contact’s password is changed

When It Triggers: When a contact’s password is changed, whether in the Sonar instance or through the Customer Portal.

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 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 also sends when a job that has already been scheduled has its time changed.

A late fee is applied to an account

When It Triggers: When a late fee is automatically debited on an account, as defined in Settings > Billing > Billing Settings.

A new user is created

When It Triggers: When a new user is created from the Users screen, or when the Resend user creation email option is used from that screen.

A payment failed

When It Triggers: When an account’s payment method is set to autopay and the payment is not successful.

A payment succeeded

When It Triggers: When an account’s payment method is set to autopay and the payment is successful.

A primary service hits X% of their bandwidth cap

When It Triggers: When an account’s primary service reaches a predefined percentage of the usage based billing policy attached to it. The percentage is defined when you set up the trigger.

A receipt for a payment

When It Triggers: When a customer makes a payment and a receipt is requested or selected to be sent through the payment creation modal.

A signed agreement is emailed to a contact

When It Triggers: When a signed agreement is manually sent to the contact.

A user forgets their password and requests a new one

When It Triggers: When a user uses the forgot password option for their account and opts to have the password reset link emailed to them.

An account address is changed

When It Triggers: When an account’s physical or mailing address is changed, whether in the Sonar instance or through the Customer Portal.

An account becomes delinquent

When It Triggers: When an invoice on an account becomes delinquent as a result of nonpayment. This also triggers when the delinquency override date expires.

An account is activated for the first time

When It Triggers: When an account moves into an Active status for the first time.

An agreement pending signature is emailed to a contact

When It Triggers: Any time an agreement is sent to a customer for signature, either manually or as a function of a job completion.

An initial invoice is generated for a newly activated account

When It Triggers: When an account that has just moved into an Active status for the first time has its 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 delinquent for X number 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 number of days away from being due. The number of days is defined when you set up the trigger.

An invoice is manually emailed to a contact

When It Triggers: When you click Create while using the Email Invoice option from the Invoices 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 number of days. The number of days is defined when you set up the trigger.

An invoice will become delinquent in X days

When It Triggers: When an account’s unpaid invoice is X number of days away from becoming delinquent. The number of days is defined when you set up the trigger.

Billing runs successfully for an account

When It Triggers: When the automated billing process runs on an account. This happens shortly after midnight on the account’s billing day.

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