Alerts & Notifications

Event based actions will help you perform certain actions automatically in the background, when a record is created, changed, deleted or can be invoked on demand. They can also be configured such that it will trigger actions only if such records meet specific conditions.

Event based actions will enable you to:

• Notify users to take specific actions
• Combine email notifications with style sheets to send email in pre-defined format
• Send emails to record specific, filter based or selective recipients
• Automatically update field of that module or parent/child module records
• Create records in any module using Copy Rules
• Execute other event based actions of that module, or parent/child module records
• Facilitate effective collaboration within team

Examples

1. Approving a Timesheet can automatically notify Accounts department to accelerate Invoicing.
2. Adding a new employee ticket can automatically notify the appropriate users to take necessary actions.