Create Reminder based on Trigger Action

Create Reminder based on Trigger Action

Create Reminder on workflow stage change in collection:

Steps to Configure:

  1. From URVA home page, under Automation, you will find Triggers.
  2. Click on the '+' icon to add the trigger.
  3. Under the Info tab, fill in the fields like Name, Description, Type, Pick the collection, execute the Timer, And run which indicates the frequency of the trigger message.
  4. Under the Condition tab, pick the field and operator to put conditions for the trigger message. For example: if you choose the workflow state equal to Finish, then the trigger message will be sent to the receiver's email when the task state is updated to 'Finish'.
  5. Under the Action tab, select Create Reminder, few more fields will auto-populate to enter details.
  6. Choose Title of Reminder that will be sent.
  7. Select Date and time of the when reminder will be notified to app user. (Either choose fixed o dynamic
  8. Click on Create Trigger to create the trigger.



Create Reminder on workflow stage change in collection:

When a collection record (like a lead) reaches a specific stage, users can schedule a reminder to act later—at a fixed or dynamic time.

⏰ URVA will automatically notify the user at the set time.

Steps to Configure:

  1. Go to the Trigger Module in Admin Settings.

  2. Set the trigger condition as “On Collection Stage Change”.

  3. Under Action, select Create Reminder.



  4. Choose the:

    • Reminder Title (what the notification will say),

    • Date and Time for sending the notification.

       


  5. For Date & Time, you can set:

    • Dynamic: Based on fields like "Competed Date".

    • Fixed: Predefined values like "Tomorrow 16:00 PM".

  6. Click Save to activate the automated reminder.










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