Create a simple trigger on Cadulis

Guide Objective

This guide walks you step by step through configuring a simple trigger in Cadulis.
A trigger is an automation that runs when a specific event occurs in the lifecycle of an activity (creation, modification, closure, etc.).

This allows you to:

• Save time
• Automate repetitive actions
• Connect Cadulis to other tools (CRM, ERP, emails…)

Steps to Configure a Trigger

1. Access Triggers

1. Click on the Settings menu (left sidebar).
2. Click on Triggers.
3. Select the relevant Business Unit.
4. Select an Activity Type.
5. Click on Add Trigger.

2. Add a Trigger

• Read the informational panels displayed.
• Click the Add Trigger button.
• Fill in the fields:
  • Activity Type
  • Clear Name (e.g., “Notify client closure KO”)
  • Trigger Type (from the 20 available)
• Click Add to proceed to detailed configuration.

3. Configure the Trigger (Common Structure)

• Activate the trigger using the switch.
• Enter the name (editable).
• Choose the trigger mode:
  • On event
  • Scheduled
• Select the triggering event.
• Define when to trigger: every time, the first time, or whenever the conditions are met again.
• Add trigger conditions (optional but recommended).
• Choose the logical operator AND / OR.
• Enable or disable:
  • Trigger for contained activities
  • Priority trigger
• Fill in the specific panel for the trigger type.
• Click Save.

Detailed List of the 20 Standard Triggers

Each trigger type includes a specific panel to fill in. Here is a summary of the options:

Tips and Best Practices

Key takeaways to get started:

• Name your triggers clearly to make maintenance easier.
• Use conditions to avoid unnecessary triggers.
• Always test on a dedicated BU or test environment.
• Duplicate similar triggers to save time.
• Check the execution logs for monitoring and error detection.

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