Triggers
Catherine avatar
Written by Catherine
Updated over a week ago

Save time when automating recurring GorillaDesk tasks by utilizing our Trigger feature.

To activate this feature, access Addons and then proceed to the Triggers panel.


With the Trigger feature, you have the option to:

  • Automatically send invoices by email when the job's status is set to complete.

  • Automatically send workorder by email when the job's status is set to complete.

  • Automatically charge the available card on file when the job's status is set to complete (Must have Stripe or Square and Credit card on customer's file)

  • Automatically apply credit when a job's status is set to complete or when an invoice is marked as sent

  • Automatically email a receipt when an invoice is paid. 

  • Automatically pulls materials from the previous service to the next recurring active job.

  • Automatically skip the Draft step when generating invoices.

Please Note: This is a Global setting and cannot be modified for specific customers. Depending on the workflow of your business, you may not want to have 'Completionist' and 'Auto-Receipt' enabled simultaneously. If you prefer to process your invoices before changing the status of your job to 'Complete', you may want to keep 'Completionist' disabled. The reason being is that your customers will receive a receipt for their payment, but then receive an additional invoice once the job status has been completed. 

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