Triggers
Task Completion Email Notifications – Territory-Based Logic
When a task is marked completed, URVA automatically sends email alerts based on specific conditions: Who Receives the Email? The reporting manager of the user who completed the task. The second-level reporting manager (manager’s manager). Any user ...
Task pdf summary trigger via email
This trigger ensures that when a task is completed and moved to a specific stage, an automated email is sent to the customer. The email includes task details, a PDF summary, and an audio recording link (if available), keeping the customer informed. ...
Create Reminder based on Trigger Action
Create Reminder on workflow stage change in collection: Steps to Configure: From URVA home page, under Automation, you will find Triggers. Click on the '+' icon to add the trigger. Under the Info tab, fill in the fields like Name, Description, Type, ...
Trigger for stage movement between two activity forms
Follow the steps below for moving stage of one workflow based on the actions of another workflow: From Triggers, click + to create a new triggers. Under Info, give Name, Description, Type, Activity form and other conditions for creating a trigger. ...
How to add collection of data through Triggers?
Now we can directly add the data from the activity to the collection with the help of triggers. We don't have to add data to the collection manually now. To add the collection of data through triggers follow the steps mentioned below: From the URVA ...
Delete Triggers
Delete Triggers by following these steps: From URVA home page, go to Triggers under Automation. Click on any of the triggers from the list that you want to delete. Click on the Delete button from the left bottom corner. Click Delete on the ...
Create & Update Triggers
Create Triggers: Trigger messages can be configured by the user, which can be sent to the customer as well as the supervisor/ user himself through email, SMS, WhatsApp, or push notifications. To add trigger messages, follow the below steps: From URVA ...