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How to create customized triggers

This article is linked to understanding automation

What are the Triggers and Actions

Triggers are defined as those day to day scenarios that occur in property management. When triggers occur they will set off a series of actions defined by the client. Actions include;

  1. Tasks
  2. SMS
  3. Email
  4. Notifications
  5. Webhooks
  6. Field updates

We have pre-populated Arthur with over 200 system triggers and actions which Arthur will carry out on your behalf. Together with customers’ own customized triggers, clients have a lot of ability to automate processes.

If we have missed any triggers, actions, or variables please contact our support so we can add them to the system.

Build a customized trigger

Step 1

Go to automation

 

 

 

Step 2

Add custom trigger

 

Step 3

Choose where this should trigger

 

 

 

Step 4

Choose when it should trigger

 

 

Step 5

Name the trigger and set conditions if applicable

 

Step 6

Create your action

This is linked to adding actions

Where to find the manual triggers when created

When creating manual triggers and actions within tenancies they will appear in the right-hand menu.

For example, below shows a late rent trigger within which there are 4 manually triggered actions

 

 

 

Further manual triggers  can also be created from here

 

 

 

 

Still have a question?

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