Trigger Templates
Triggers allow you to set up automated communication throughout the transaction. |
All Categories/ Category
Using Categories can help you organize your templates in such a way that it makes the template visually easier to locate. For example, you can add a category for property triggers, task triggers, or intake form triggers. You can further break them down into Buyer Triggers, Seller Triggers, Triggers by State, etc.
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Sort Templates
This allows you to organize your templates according to your preference and this can be done by clicking the Sort Templates button. The right-side panel will open and you can drag and drop the trigger templates into the desired order. |
Add New
This button will allow you to create a trigger template. |
Edit and Options
The “Edit” button will allow you to modify your triggers. The “Options” are for cloning and deleting trigger templates. |
Type of Triggers
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