Entity Trigger is one of the two triggers, you can choose between, when creating an Automation in webCRM.
You can read our introduction to the function, and see how to create an Automation here.
By using the Entity Event trigger, the Automation will be started / triggered by a defined action in webCRM. This means that you won't have to spend manual time, on updating fields, sending e-mails to notify people etc.
Let's create an example where the teamlead for a sales department, is to receive an e-mail, every time an Order gets created in the system.
To create the automation, choose Entity Event as the Trigger Type, and click Create.
Then choose which Event type together with Entity type, the trigger should happen from. In this example, the Event type is Create, and the Entity type is Delivery.
You have the option to activate "Include mass operations". If this is activated, all Deliveries created from a massmodification, will be a part of the Automation as well.
After we've set up the trigger, we need to choose which Action, that should activate the trigger. By clicking the "+" icon, to create the next step of the Automation, you'll see some different actions available.
For this example we need the action Condition, because it's a condition, that the Delivery has to have the status "New". The condition gets the name "Delivery Created", and hereafter the datafields is being configured.
The first datafield is where the action takes place, which in this case is in the Status field on the Delivery.
The criteria for the field has to be "Equal", because new Deliveries will have a specific Status upon creation.
Last but not least, the Match value has to be the specific Status, which is "New" in this webCRM system.
After adding the condition, we get the option to choose, what is supposed to happen if the condition is being met (green mark), or if it's not being met (red mark). In this example we don't continue on the path of what should happen if the condition is not met.
By clicking the blue "+" icon, we can create an action based on the condition being met (Delivery status = New). The action should be "Send e-mail".
Give the action a name
In the set up of "Send e-mail" you can choose from where the e-mail is sent from.
In the e-mail fields you have a small gear icon, on which you can choose whether the value should be from a Field or a Fixed value.
NOTICE: The chosen sender e-mail address should be connected in webCRM.
You then have to choose who the e-mail is being sent to. In this example it's the Teamlead of the sales department, that should receive the e-mail, every time a Delivery is created. Therefore we choose the Fixed option for the field, and then type in the Teamlead's e-mail address.
In this exampIe I've chosen the Responsible of the Delivery to be set as CC on the outgoing e-mail to the sales Teamlead.
The Entity type and Entity ID is automatically generated from the trigger setup.
Last but not least, you can create a template to use in the e-mail that's being sent to the Teamlead.
Click the blue "Save" button on the right side of the picture, and then click the toggle function to Activate the Automation.
