Autoresponder Trigger & Function Chart

LEFT MESSAGE INTEGRATION
Trigger Type	Function
Customer Folder Changed	This will trigger when ANY customer folder is changed.
Customer Status Changed	This will trigger when ANY customer status is changed.
Customer Workflow Changed	This will trigger when ANY customer workflow is changed.
Letters Printed	This will trigger when ANY letter is printed in the software.
New Appointment Added on Behalf of Another User	This will trigger when ANY new appointment is added by a user for another user.
New Attachment To Customer	This will trigger when a new attachment is added by a user for a customer.
New Customer Signup	This will trigger when a new customer is added to the software. (record type: customer)
New Fax Attachment	This will trigger when a new fax is received into the customer file (as an attachment)
New Note To Customer	This will trigger when a new note is added to a customer's file and marked as visible for the customer.
Payment Failed	This will trigger every time payment fails when set to auto-charge.
Portal Contract Signed	This will trigger when the contract is electronically signed by the customer in the portal.
Invoice Past Due Followup	*Do Not Use
New Invoice	This will trigger when a new invoice is created.
Workflow LeftMessage	Select this trigger type to create a Left Message to be used in the Workflow Module.
Payment Failed Followup	*Do Not Use
Payment Successful	This will trigger every time payment is successful, either by auto-charge or manually marked as paid.
SMS TEMPLATES
Trigger Type	Function
Customer Folder Changed	This will trigger when ANY customer folder is changed.
Customer Status Changed	This will trigger when ANY customer status is changed.
Customer Workflow Changed	This will trigger when ANY customer workflow is changed.
Letters Printed	This will trigger when ANY letter is printed in the software.
New Appointment Added on Behalf of Another User	This will trigger when ANY new appointment is added by another user for another user.
New Attachment To Customer	This will trigger when a new attachment is added by a user for a customer.
New Customer Signup	This will trigger when a new customer is added to the software. (record type: customer)
New Fax Attachment	This will trigger when a new fax is received into the customer file (as an attachment)
New Note To Customer	This will trigger when a new note is added to a customer's file and marked as visible for the customer.
New Private Customer Attachment	This will trigger when a new attachment is uploaded by the user and marked as private.
Payment Failed	This will trigger every time payment fails when set to auto-charge.
Portal Contract Signed	This will trigger when the contract is electronically signed by the customer in the portal.
Appointment Reminder	*Broken
Invoice Past Due Followup	*Do Not Use
New Invoice	This will trigger when a new invoice is created.
Workflow SMS	Select this trigger type to create a SMS to be used in the Workflow Module.
AUTORESPONDERS (Email)
Trigger Type	Function
Affiliate
Affiliate uploads new attachment	This will trigger when an affiliate uploads a new attachment in the portal.
New affilaite is entered	This will trigger when a new affiliate is entered into the software. (record type: affiliate)
User views affiliate record and doesn't enter note	This will trigger when a user views an affilaite's record in the software, but doesn't enter a note after viewing.
Appointment
New appointment assigned to user	This will trigger when a new appointment is assigned to ANY user.
Business Credit
Field Change	This will trigger when the field (folder, status, workflow) changes to the dropdown selected by the user during the autoresponder setup.
New Busienss Credit is entered	This will trigger when a new business credit customer is entered into the software under the Business Credit tab.
Customer
Field Change	This will trigger when the field (folder, status, workflow) changes to the dropdown selected by the user during the autoresponder setup.
New customer is entered	This will trigger when a new customer is added to the software. (record type: customer)
New fax attachment is received	This will trigger when a new fax is received into the customer file (as an attachment)
New Invoice is created	This will trigger when a new invoice is created.
Payment failed	This will trigger every time payment fails when set to auto-charge.
Payment is successful	This will trigger every time payment is successful, either by auto-charge or manually marked as paid.
User entered private note	This will trigger when a new note is uploaded by the user and marked as private.
User uploads private attachment	This will trigger when a new attachment is uploaded by the user and marked as private.
User views customer record and doesn't enter note	This will trigger when a user views a customer record in the software, but doesn't enter a note after viewing.
Customer Actions
Customer Folder Changed	This will trigger when ANY customer folder is changed.
Customer status changed	This will trigger when ANY customer status is changed.
Customer workflow chaged	This will trigger when ANY customer workflow is changed.
Disputes and Reports
Dispute letters past due	This will trigger when letters are past due, according to the Days To Flag Disputes counter.
Dispute letters printed	This will trigger when ANY letter is printed in the software.
New credit report item entered	This will trigger when ANY add new credit report item is entered
New dispute letter results entered	This will trigger when New Dispute Letter results are entered
New letter created without updating dispute instructions	This will trigger when New Letters are created with no result updated
Leads
Field change	This will trigger when the field (folder, status, workflow) changes to the dropdown selected by the user during the autoresponder setup.
Lead signed agreement	This will trigger when a lead has electronically signed the contract in the portal.
New lead is entered	This will trigger when a new lead is entered. (record type: lead)
Portal
Customer completed interviewer	This will trigger when a customer completed the interviewer.
Customer entered new note	This will trigger when ANY customer enters a new note,
Customer requests help during interviewer	This will trigger when a customer requests help while completing the interviewer.
Customer signed agreement	This will trigger when a customer has electronically signed the contract in the portal.
Customer uploads new attachment	This will trigger when a customer uploads an attachment in the portal.
Interviewer Started	This will trigger when the interviewer has been started, either manually or automatically.
New global note is entered	This will trigger when a new global note is created / entered into ALL customer portals.
User enters new note for customer	This will trigger when a user enters a new note in the customer's record,
User uploads attachment for customer	This will trigger when a user uploads an attachment in the customer's record.

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