Triggers for things other than Booking

Status: Released 2 Votes
Shawn H
Nov 7, 2024 10:16 PM
OR Team Member Joined Aug, 2021 257 posts

Inquiry Triggers were released earlier this year, and quote triggers were released earlier this week! I'm marking this one as Released as there are multiple trigger types and options.

We plan to do more around triggers - including some follow-ups to inquiry and quote triggers - and lots more messaging features!

Tim & Jessica F
Apr 11, 2022 5:35 PM
Joined Feb, 2022 4 posts

I was trying to create a follow up trigger for an inquiry after sending a quote but not receiving a booking.  But triggers only work for booking event items, not for emails sent, inquiries received, etc.  

 

Ken T
Apr 11, 2022 7:30 PM
Joined Aug, 2019 1706 posts

Well, there are plans to add inquiry triggers.  Not sure how useful a trigger for "email sent" would be.

Shawn H
Nov 7, 2024 10:16 PM
OR Team Member Joined Aug, 2021 257 posts

Inquiry Triggers were released earlier this year, and quote triggers were released earlier this week! I'm marking this one as Released as there are multiple trigger types and options.

We plan to do more around triggers - including some follow-ups to inquiry and quote triggers - and lots more messaging features!

Chris M
Nov 10, 2024 11:43 AM
Joined Sep, 2024 2 posts

Triggers for Reports would be great. I'd love to see a daily report emailed to myself. Owners would love a weekly/monthly sales report automatically emailed. 

Chris