Create Reminder based on Trigger Action

Create Reminder based on Trigger Action

Create reminders based on trigger actions for certain Dates selected as follow-up date while creating tasks. Here are the steps to follow:

  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.


    • Related Articles

    • 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 ...

    • Target Based on Meetings and Reminders

      Create targets based on meetings and reminders for users by following the steps mentioned below : From the URVA Home Page, click on the Admin settings. Now click on the Targets under Performance Settings. Click on the + icon to Add a new target. ...

    • 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 & Edit Nudges-Target Based

      Create & Edit Nudges From URVA home page, go to Admin Settings. Under Automation select Nudges & click on NEW>> Nudge at bottom right corner to create new Nudge. Under Info tab, to create nudges fill in the fields like Name of nudge, Description, ...