Triggers impose some restrictions on what actions can be performed after certain events. This article contains a table of compatibility between events and actions to be performed.
| Event | Action |
|---|---|
| Change of order | Send email by template Send SMS by template Change manager data Change customer data Change order data Set a task Send notification by template Execute HTTP request Call to customer Add expense |
| Change of customer information | Set a task Send notification by template Send an email by template Send an SMS by template Change customer data Execute HTTP request Call to a customer |
| Missed call | Send email by template Send SMS by template Set task Send notification by template Execute HTTP request Create customer Create order |
| New call | Send email by template Send SMS by template Set task Send notification by template Execute HTTP request Create customer Create order |
| Customer visited the site | Send email by template Send SMS by template Execute HTTP request Change customer data Send notification by template Set task Call to customer |
| Customer leaves the site | Send email by template Send SMS by template Execute HTTP request Change customer data Send notification by template Set task Call to customer |
| Customer did not visit the site | Send email by template Send SMS by template Execute HTTP request Change customer data Send notification by template Set task Call to customer |
| After a trigger is executed for a customer | Send email by template Send SMS by template Change customer data Set task Send notification by template Execute HTTP request Call to customer |
| After trigger is executed for an order | Sending an email for order Sending an SMS for order Change manager data Change customer data Change order data Set task Send notification by template Execute HTTP request Call to customer |
Note
The events “Customer visited the site”, “Customer leaves the site” and “Customer did not visit the site” are available only if Collector is enabled.
When creating a trigger and then notifying the customer via SMS or email, it is important to remember that the events of the actions should correspond to the events in the trigger.
For example, for a trigger linked to the "Change of order" event, you need to have created a corresponding email or SMS beforehand.