Triggers are used to define workflows, i.e. automatic actions triggered on condition, such as sending an email or creating an intervention.
Whenever you modify an activity, you can trigger actions, for example:
- Sending pdf report to client
Condition: closing, action: sending email, email: that of the client
- Sending an SMS to the customer
In the event of delay, one hour before the arrival of the field worker, ...
- Re-creation of activity on failed fence
Did the activity end in a problem? Automatically launch the creation of the next intervention at the customer!
- Real-time feedback
If you wish (or your principal) to archive the reports, send them in real time by SFTP
To inform in real time
SMS to the customer to warn him of the imminent arrival of the field worker, in case of expected delay, ...
Customer, client, business conduct: the emails you want, to whom you want
Send mobile notifications to your field workers
To create new activities
On conditions (failure, customer request, ...) you can automatically re-create an activity
If the work is done in 2 stages, why should you add the second part by hand?
Make a call
Automatically schedule a customer reminder for the satisfaction call
To update your other systems
Trigger the update of your ticketing tool
Send changes to any other system
Post changes to your principals in real time