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
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.