Triggers – Overview Modified on:Mon, 19 Sep, 2022 at 11:07 PM Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of Phalera together Think of triggers as the wiring or ‘secret sauce’ in the back-end making all the cool things Phalera does actually happen Example: Let’s say you have …
Trigger/workflow – Email/SMS Notifications to Client/Yourself (New Lead) Modified on: Mon, 19 Sep, 2022 at 12:09 PM Send an email and/or SMS notification to your client(s) and/or yourself when a lead is added to a campaign: How to send internal notifications for workflows: Set up a new workflow: Click on Start from scratch Click on …
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Loop Lockouts Modified on: Wed, 21 Sep, 2022 at 5:23 PM Loops occur when two Triggers either feed into each other or one Trigger feeds back into itself, creating an infinite loop of actions. Loops are detrimental to app performance because they commandeer server resources, causing a slow down for all users, which is …
Duplicating Triggers Modified on: Mon, 19 Sep, 2022 at 12:06 PM Duplicating triggers is useful if you want to run the same trigger across multiple client locations. Instead of creating and customizing the trigger from scratch, you can simply duplicate it and make any adjustments necessary. Follow the steps below if you want to …
Assign To User Trigger Modified on: Wed, 5 Oct, 2022 at 7:37 PM The “Assign To User” trigger allows you to trigger the assignment of a Contact to a User based on a condition of your choice. Only Apply To Unassigned Contacts The first thing to note is the “Only apply to unassigned contacts” …
Appointment Trigger Modified on: Mon, 19 Sep, 2022 at 12:02 PM Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder Understanding the difference between the two appointment triggers and when to use one vs the other. When {{appointment.start_time}} or any …
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