Triggers - Overview

Triggers watch for changes in your data and act on it following a set of rules. Triggers can automate the sending of emails, change the status of an account, integrate with third party applications for data transfers or payment processing, and initiate system processes. They're the building blocks for delivering great service to your customers.

For example, you can send reminders at regular intervals to a customer who has begun an application to your school. If you're an online retailer, you can connect through to a payments processor to complete the sale, update your customer's record, and send them an email with their receipt and a PDF attachment -- and send a followup email a week later asking how they liked your product. Triggers do all that. They change a whiteboard full of ideas into a list of automated processes.

Triggers can be combined with other processing functions such as AutoResponders and Notifications as well as bindings. You can also run a trigger from a workflow.

These are the 12 actions you can perform with triggers and combine to meet your business requirements.

• Send an email
• Update a field in this record
• Update fields in another table
• Transfer this record to another table
• Transfer multiple records to another table
• Delete this record
• Delete records in another table
• Integrate with a 3rd party process like payments processing
• Execute binding
• Execute a system process to cancel an Esign agreement, send a ‘signature required’ reminder, or clear Comparison History
• Schedule triggers to run at certain times
• Stop all actions and exit

Next Steps

• Creating a Trigger
• Managing Triggers - Profiles
• Managing Triggers - Actions