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Thanks to triggers, you can configure automatic actions yourself on Cadulis.

A trigger is always associated with an activity, and with a modification of that activity (or the approach of the scheduled date).

Principle

The operating principle is based on the following points:

• Trigger
  • Creation
  • Modification
  • Closure
  • Scheduling relative to a date
• Conditions
  • Value for a specific field
  • Status
  • …
• Action
  • Send an email
  • Create a new activity
  • Send an SMS
  • …

When modifying the activity (scheduling, closure, etc.), you define trigger conditions.

These conditions are as broad as the entire set of parameters, customized or not, of the intervention.

Trigger

Scheduled

With this trigger mode, you specify the reference date to be considered: start date, closure date, etc. You can add or subtract a delay from this date. For example, 1 day before the start date for an appointment confirmation, or 3 days after the closure date to trigger a satisfaction call.

On Event

Events correspond to all the changes that an activity can undergo: modification, cancellation, etc. If you want to send a cancellation confirmation email to your client, this is where you set it up.

Trigger Conditions

When the trigger mode occurs, you can also specify the required conditions for performing the action. This can be a custom field that must have a certain value (appointment confirmed by the client).

Example Actions

Create an Activity

This trigger allows you to create a new activity. For example, a phone call for a satisfaction survey, or a follow-up intervention after a failure. You can transfer data from the activity that triggered the action, such as the client or custom information.

Send Email

Email sending can be used, for example, to automatically send the closure report to the client when the field agent closes the intervention.

Send SMS

By configuring an SMS to be sent to your client 2 days before the intervention, you help your field agents avoid finding a closed door at their appointment.

Send File via SFTP

Need to store intervention reports directly on your servers? With SFTP file transfer, you can deposit in real time the photos and documents sent by your field agents, as well as the reports generated by Cadulis.

HTTP Server Call

This trigger is very useful if you want to update other information systems in real time with your Cadulis data.

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