Sales
Proforma created for an order
Starts a run when «Proforma created for an order» happens in Filmo. The run receives the proforma in trigger_proforma and the details of the event in trigger_event.
About this event
Link to this section: About this event| Property | Value |
|---|---|
| Source | Filmo |
| Section of the editor | Sales › Proformas |
| Record | Proforma |
| Variable | trigger_proforma |
More in Triggers.
Configuration
The event this trigger waits for: filmo..
The trigger's gate: «only when…». A condition evaluated against the event and the record before the run is created; if it is not met, no run is created. If absent, there is no filter and the event passes. If present, it must be complete, with the variable chosen: saving a half-configured filter is rejected.
What the run receives
Proforma
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Id
Proforma number
Status
Available options: draft, validated
Operational status
Total
Contact id
Contact name
Contact email
Order number
Project name
Issue date
Valid until
The event. The same envelope arrives with every event.
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Name
Entity type
Entity id
Entity name
Action code
Source
Available options: neo, workflow, api, mcp, integration
Author
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Type
Id
Name
Changes
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