Overview
You can create a trigger workflow for certain conditions in which you want an action performed. For example, when a new matter is created, then you can create a trigger workflow for automatically importing a task blueprint library for each new matter with a specific matter type.
How To Create A Trigger Workflow
Go to the "Triggers" page by clicking "Triggers" from the left navigation bar under "Automation".
Click "Add Trigger".
In the left sidebar, enter the name of your trigger workflow.
Enter the description.
Toggle the "Active" button. The button will be blue when enabled.
Under the "Triggers" tab, select a trigger event.
A modal may display based on the trigger event you choose. Complete the additional details for your trigger event and click "Save".
Under the "Actions" tab, choose an action to be performed when a trigger event occurs.
For some actions, you may see a toggle for "Require Confirmation".
When this option is selected, then the user or you will receive a notification in the bell icon in the top right by your name. You will need to click the button to "Confirm" the trigger before the action is performed. Only when the confirmation button is clicked, then the action will be performed.
A modal may display based on the trigger action you choose. Complete the additional details for your trigger action and click "Save".
Under the "Conditions" tab, you can optionally choose to add a condition for your trigger event.
A modal may display based on the trigger condition you choose. Complete the additional details for your trigger condition and click "Save".
Congratulations! You have successfully create a trigger workflow.
Types Of Triggers
Triggers are setup by categories under Matters, Contacts, and Tasks.
Matters
Matter Type Changed
Matter Subtype Changed
Manager Changed
Jurisdiction Changed
Created
Closed
Field Changed
Billing Type Changed
Billing Cycle Changed
Contacts
Salutation Changed
Closed
Field Changed
Checkbox Changed
Tasks
Status is Stuck
Status is Ready
Status is On Hold
Status is In Progress
Status is Completed
Status ic Closed
Priority Changed
Datetime Field Changed
Created
Field Changed
Checkbox Changed
Types Of Actions
Depending on which trigger you choose, an example Action would be:
Create Task
Close Tasks
Send Notification
Send Email To Member
Import Blueprint
Types Of Conditions
Depending on which trigger you choose, an example Conditions would be:
Has Originator
Has Matter Type
Has Manager
Has Jurisdiction
Has Client
Has Billing Type
Has Billing Cycle
Field Contains
Let us know if you have any questions!