Integration triggers are mechanisms that initiate automated actions in response to specific events or conditions occurring within the system. They are designed for integration with external systems, such as CRM or ERP. For example, automatically updating data in a CRM system when a call ends.
There are two types of triggers available:
Created Triggers
Configured manually by the user to implement specific business processes.
Fully manageable: they can be edited, enabled/disabled, or deleted.
Used for automating individual tasks, such as sending notifications or updating data in external systems.
Auto-Triggers
Created automatically when an integration is connected.
Essential for ensuring proper functionality of integrations with external systems.
Cannot be deleted or modified because they provide the basic functionality of the integration.
Usually visually distinguished so users understand their purpose.
Key Aspects of Integration Triggers:
- Automation — Enable the automation of routine tasks, such as sending notifications, updating data in CRM, processing calls, etc.
- Event Configuration — Triggers are activated by specific events, such as the start or end of a call, receiving a fax, or changing subscriber status.
- Integration with External Systems — Facilitate interaction with various external systems (CRM, ERP, and other applications), creating a unified information environment.
- Notifications — Used to send notifications through various channels, such as SMS, email, or push notifications.
Also see:
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