Triggers
Trigger Name | ![]() |
Trigger Name | ![]() |
Trigger Name | ![]() |
Client Created/Updated | ✅ | New/Updated Organisation Contact | ✅ | New/Updated Client | ✅ |
Contact Created/Updated | ✅ | New/Updated Person Contact | ✅ | ❌ | |
❌ | ❌ | Job Created | ✅ | ||
Job Started | ✅ | ❌ | ❌ | ||
Job Assigned | ✅ | ❌ | ❌ | ||
❌ | ❌ | Job Cancelled | ✅ | ||
❌ | ❌ | Job Updated | ✅ | ||
❌ | ❌ | Job Becomes Ready | ✅ | ||
❌ | ❌ | Job Becomes Overdue | ✅ | ||
Job Finished | ✅ | ❌ | Job Completed | ✅ |
Actions
Action Name | ![]() |
Action Name | ![]() |
Action Name | ![]() |
Create/Update Client | ✅ | Create/Update Organization Contact | ✅ | Create/Update a Client | ✅ |
❌ | Create/Update Person Contact | ✅ | Create/Update a Client | ✅ | |
Find Client | ✅ | Find an Organization Contact | ✅ | Find a Client | ✅ |
Find Contact | ✅ | Find a Person Contact | ✅ | Find a Client | ✅ |
❌ | ❌ | Create a New Note | ✅ | ||
Invite New User | ✅ | ❌ | ❌ | ||
Start Job | ✅ | ❌ | ❌ | ||
Add/Update Contact to Client | ✅ | ❌ | ❌ | ||
Assign Template to Client | ✅ | ❌ | Accept Proposal | ✅ |