Events · Workflows · Filmo Docs

Events

The events a workflow can start on, by section of the editor.

Orders

Name	Source	Record
Order created	Filmo	Order
Order reserved	Filmo	Order
Order completed	Filmo	Order
Order delivered	Filmo	Order
Order cancelled	Filmo	Order
Order archived	Filmo	Order
Order unarchived	Filmo	Order
Order reservation cancelled	Filmo	Order
Order returned	Filmo	Order
Order fully saved	Filmo	Order
Order dates updated	Filmo	Order
Order contact updated	Filmo	Order
Order changes status	Filmo	Order

Sales

Name	Source	Record
Quote changes status	Filmo	Quote
Invoice approved	Filmo	Invoice
Invoice voided	Filmo	Invoice
Proforma validated	Filmo	Proforma
Quote created	Filmo	Quote
Quote created for an order	Filmo	Quote
Quote version created	Filmo	Quote
Quote created from a repair ticket	Filmo	Quote
Invoice created	Filmo	Invoice
Invoice created for an order	Filmo	Invoice
Invoice draft created	Filmo	Invoice
Invoice created from a repair ticket	Filmo	Invoice
Proforma created	Filmo	Proforma
Proforma created for an order	Filmo	Proforma
Quote updated	Filmo	Quote
Quote deleted	Filmo	Quote
Quote version activated	Filmo	Quote
Invoice updated	Filmo	Invoice
Invoice deleted	Filmo	Invoice
Credit note added to an invoice	Filmo	Invoice
Proforma deleted	Filmo	Proforma
Proforma changes commercial status	Filmo	Proforma
Credit note created	Filmo	Credit note
Credit note draft created	Filmo	Credit note
Credit note updated	Filmo	Credit note
Credit note deleted	Filmo	Credit note
Credit note validated	Filmo	Credit note
Credit note voided	Filmo	Credit note
Sales receipt created	Filmo	Sales receipt
Sales receipt draft created	Filmo	Sales receipt
Sales receipt updated	Filmo	Sales receipt
Sales receipt deleted	Filmo	Sales receipt
Sales receipt validated	Filmo	Sales receipt
Sales receipt voided	Filmo	Sales receipt
Simplified credit note created	Filmo	Simplified credit note
Simplified credit note draft created	Filmo	Simplified credit note
Simplified credit note updated	Filmo	Simplified credit note
Simplified credit note deleted	Filmo	Simplified credit note
Simplified credit note validated	Filmo	Simplified credit note
Simplified credit note voided	Filmo	Simplified credit note
Invoice paid	Filmo	Invoice
Invoice partially paid	Filmo	Invoice
Contract draft created	Filmo	Contract
Contract validated	Filmo	Contract
Contract signed	Filmo	Contract
Contract cancelled	Filmo	Contract
Contract voided	Filmo	Contract

Contacts

Name	Source	Record
Contact created	Filmo	Contact
Contact deleted	Filmo	Contact
Contact updated	Filmo	Contact

Treasury

Name	Source	Record
Payment recorded	Filmo	Payment
Payment linked to a document	Filmo	Payment
Payment linked to an order document	Filmo	Payment
Payment deleted	Filmo	Payment
Treasury account created	Filmo	Treasury account
Treasury account updated	Filmo	Treasury account
Treasury account archived	Filmo	Treasury account
Cash register opened	Filmo	Cash count
Cash register closed	Filmo	Cash count

Planner

Name	Source	Record
Task created	Filmo	Task
Task updated	Filmo	Task
Task deleted	Filmo	Task
Calendar event created	your connected mailbox or calendar	Calendar event
Calendar event updated	your connected mailbox or calendar	Calendar event

Maintenance

Name	Source	Record
Incident created	Filmo	Incident
Incident updated	Filmo	Incident
Incident assigned	Filmo	Incident
Incident deleted	Filmo	Incident
Incident linked to an item	Filmo	Incident
Incident linked to a space	Filmo	Incident
Incident linked to a vehicle	Filmo	Incident
Repair ticket created	Filmo	Repair ticket
Repair ticket updated	Filmo	Repair ticket
Repair ticket deleted	Filmo	Repair ticket

Purchasing

Name	Source	Record
Purchase order approved	Filmo	Purchase order
Supplier invoice validated	Filmo	Supplier invoice
Purchase order created	Filmo	Purchase order
Purchase order updated	Filmo	Purchase order
Purchase order deleted	Filmo	Purchase order
Purchase order draft created	Filmo	Purchase order
Purchase order draft updated	Filmo	Purchase order
Purchase order locked	Filmo	Purchase order
Purchase order unlocked	Filmo	Purchase order
Purchase order partially received	Filmo	Purchase order
Purchase order fully received	Filmo	Purchase order
Purchase order created from a repair ticket	Filmo	Purchase order
Supplier invoice created	Filmo	Supplier invoice
Supplier invoice deleted	Filmo	Supplier invoice
Supplier invoice draft created	Filmo	Supplier invoice
Supplier invoice voided	Filmo	Supplier invoice
Supplier invoice updated	Filmo	Supplier invoice

Inventory

Name	Source	Record
Item created	Filmo	Item
Item deleted	Filmo	Item
Item variant updated	Filmo	Item
Kit created	Filmo	Kit
Kit updated	Filmo	Kit
Items added to a kit	Filmo	Kit
Kit deleted	Filmo	Kit
Serialized item created	Filmo	Serialized item
Units created in the inventory	Filmo	Item

Website and customer portal

Name	Source	Record
Quote signed from the portal	Filmo	Quote
Quote rejected from the portal	Filmo	Quote
Quote viewed in the portal	Filmo	Quote
Changes requested on the quote	Filmo	Quote
Proforma signed from the portal	Filmo	Proforma
Proforma rejected from the portal	Filmo	Proforma
Proforma viewed in the portal	Filmo	Proforma
Changes requested on the proforma	Filmo	Proforma
Contract signed from the portal	Filmo	Contract
Contract rejected from the portal	Filmo	Contract
Contract viewed in the portal	Filmo	Contract
Changes requested on the contract	Filmo	Contract
Invoice paid from the portal	Filmo	Invoice
Delivery note review started in the portal	Filmo	Order
Incident reported from the portal	Filmo	Incident
Contact invited to the portal	Filmo	Contact
Portal access activated by the customer	Filmo	Contact
Portal access removed	Filmo	Contact

Projects

Name	Source	Record
Project created	Filmo	Project
Project updated	Filmo	Project
Project archived	Filmo	Project
Project unarchived	Filmo	Project
Order linked to a project	Filmo	Project
Order unlinked from a project	Filmo	Project
Incident linked to a project	Filmo	Project
Incident unlinked from a project	Filmo	Project

Sub-rentals

Name	Source	Record
Sub-rental updated	Filmo	Sub-rental
Sub-rentals deleted	Filmo	Sub-rental
Sub-rental created	Filmo	Sub-rental

CRM

Name	Source	Record
Opportunity created	Filmo	Opportunity
Opportunity updated	Filmo	Opportunity
Opportunity deleted	Filmo	Opportunity
Opportunity changes stage	Filmo	Opportunity
Opportunity won	Filmo	Opportunity
Opportunity lost	Filmo	Opportunity
Quote linked to an opportunity	Filmo	Opportunity
Email thread linked to an opportunity	Filmo	Opportunity

Services

Name	Source	Record
Internal service created	Filmo	Internal service
Internal service updated	Filmo	Internal service
Internal service deleted	Filmo	Internal service
Service created	Filmo	Service
Service updated	Filmo	Service

Transport

Name	Source	Record
Vehicle created	Filmo	Vehicle
Vehicle updated	Filmo	Vehicle

Staff

Name	Source	Record
Team member created	Filmo	Team member
Team member updated	Filmo	Team member

Email

Name	Source	Record
Email received	your connected mailbox or calendar	Email
Email sent	your connected mailbox or calendar	Email

Xero

Name	Source	Record
Invoice created in Xero	Xero	Invoice in Xero
Invoice approved in Xero	Xero	Invoice in Xero
Filmo invoice draft approved in Xero	Xero	Invoice in Xero
Invoice paid in Xero	Xero	Invoice payment in Xero
Invoice updated in Xero	Xero	Invoice in Xero
Invoice from Filmo voided in Xero	Xero	Invoice from Filmo voided in Xero
Filmo customer or supplier payment deleted in Xero	Xero	Filmo customer or supplier payment deleted in Xero
Contact created in Xero	Xero	Contact in Xero
Contact updated in Xero	Xero	Contact in Xero
Credit note created in Xero	Xero	Credit note in Xero
Credit note approved in Xero	Xero	Credit note in Xero
Filmo credit note draft approved in Xero	Xero	Credit note in Xero
Credit note updated in Xero	Xero	Credit note in Xero
Filmo credit note voided in Xero	Xero	Filmo credit note voided in Xero
Supplier invoice created in Xero	Xero	Supplier invoice in Xero
Supplier invoice approved in Xero	Xero	Supplier invoice in Xero
Supplier invoice paid in Xero	Xero	Supplier invoice payment in Xero
Supplier invoice updated in Xero	Xero	Supplier invoice in Xero
Supplier invoice from Filmo voided in Xero	Xero	Supplier invoice from Filmo voided in Xero

Holded

Name	Source	Record
Invoice created in Holded	Holded	Invoice in Holded
Invoice approved in Holded	Holded	Invoice in Holded
Filmo invoice draft approved in Holded	Holded	Invoice in Holded
Invoice paid in Holded	Holded	Invoice payment in Holded
Invoice updated in Holded	Holded	Invoice in Holded
Invoice from Filmo deleted in Holded	Holded	Invoice from Filmo deleted in Holded
Customer or supplier payment recorded in Holded	Holded	Customer or supplier payment in Holded
Filmo customer or supplier payment deleted in Holded	Holded	Filmo customer or supplier payment deleted in Holded
Filmo customer or supplier payment updated in Holded	Holded	Filmo customer or supplier payment updated in Holded
Contact created in Holded	Holded	Contact in Holded
Contact updated in Holded	Holded	Contact in Holded
Credit note created in Holded	Holded	Credit note in Holded
Credit note approved in Holded	Holded	Credit note in Holded
Filmo credit note draft approved in Holded	Holded	Credit note in Holded
Credit note updated in Holded	Holded	Credit note in Holded
Credit note from Filmo deleted in Holded	Holded	Credit note from Filmo deleted in Holded
Supplier invoice created in Holded	Holded	Supplier invoice in Holded
Supplier invoice approved in Holded	Holded	Supplier invoice in Holded
Supplier invoice paid in Holded	Holded	Supplier invoice payment in Holded
Supplier invoice updated in Holded	Holded	Supplier invoice in Holded
Supplier invoice from Filmo deleted in Holded	Holded	Supplier invoice from Filmo deleted in Holded
Quote created in Holded	Holded	Quote in Holded
Quote updated in Holded	Holded	Quote in Holded
Proforma created in Holded	Holded	Proforma in Holded
Proforma updated in Holded	Holded	Proforma in Holded
Sales receipt created in Holded	Holded	Sales receipt in Holded
Sales receipt approved in Holded	Holded	Sales receipt in Holded
Sales receipt updated in Holded	Holded	Sales receipt in Holded

QuickBooks

Name	Source	Record
Invoice created in QuickBooks	QuickBooks	Invoice in QuickBooks
Invoice paid in QuickBooks	QuickBooks	Invoice payment in QuickBooks
Invoice updated in QuickBooks	QuickBooks	Invoice in QuickBooks
Invoice from Filmo voided in QuickBooks	QuickBooks	Invoice from Filmo voided in QuickBooks
Customer or supplier payment recorded in QuickBooks	QuickBooks	Customer or supplier payment in QuickBooks
Filmo customer or supplier payment deleted in QuickBooks	QuickBooks	Filmo customer or supplier payment deleted in QuickBooks
Filmo customer or supplier payment updated in QuickBooks	QuickBooks	Filmo customer or supplier payment updated in QuickBooks
Contact created in QuickBooks	QuickBooks	Contact in QuickBooks
Contact updated in QuickBooks	QuickBooks	Contact in QuickBooks
Credit note created in QuickBooks	QuickBooks	Credit note in QuickBooks
Credit note updated in QuickBooks	QuickBooks	Credit note in QuickBooks
Filmo credit note voided in QuickBooks	QuickBooks	Filmo credit note voided in QuickBooks
Supplier invoice created in QuickBooks	QuickBooks	Supplier invoice in QuickBooks
Supplier invoice paid in QuickBooks	QuickBooks	Supplier invoice payment in QuickBooks
Supplier invoice updated in QuickBooks	QuickBooks	Supplier invoice in QuickBooks
Supplier invoice from Filmo voided in QuickBooks	QuickBooks	Supplier invoice from Filmo voided in QuickBooks
Quote created in QuickBooks	QuickBooks	Quote in QuickBooks
Quote updated in QuickBooks	QuickBooks	Quote in QuickBooks
Sales receipt created in QuickBooks	QuickBooks	Sales receipt in QuickBooks
Sales receipt updated in QuickBooks	QuickBooks	Sales receipt in QuickBooks

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