Triggers
Manual run on a record
Starts for one record of a type you pick. The input of the run is the id of that record.
More in Triggers.
Records you can start from
Link to this section: Records you can start fromPick one type of record. The run reads it through the variable shown, and starts from the record's id.
| Record | Variable | Fields |
|---|---|---|
| Order | trigger_order | id, orderNumber, status, contactId, contactName, contactEmail, projectName, projectAlias, startDate, endDate |
| Project | trigger_project | id, name, projectNumber, contactId, totalOrders, totalIncidents |
| Sub-rental | trigger_subrent | id, itemId, itemName, type, status, quantity, providerId, providerName, providerPrice, startDate, endDate, purchaseOrderNumber, orderNumber |
| Quote | trigger_quote | id, versionId, quoteNumber, status, operativeStatus, total, contactId, contactName, contactEmail, contactNif, orderNumber, projectName |
| Invoice | trigger_invoice | id, invoiceNumber, status, total, contactId, contactName, contactEmail, orderNumber, projectName, invoiceDate, dueDate |
| Purchase order | trigger_purchaseOrder | id, poNumber, status, poDate, supplierId, currency, subTotal |
| Supplier invoice | trigger_supplierInvoice | id, invoiceNumber, supplierInvoiceNumber, status, invoiceDate |
| Repair ticket | trigger_repairTicket | id, number, status, date, orderId, orderNumber, contactId, contactName, total |
| Contact | trigger_contact | id, name, commercialName, nif, contactType, status, email, phone, contactNumber |
| Item | trigger_item | id, sku, name, description, itemType, collectionName |
| Serialized item | trigger_serializedItem | id, code, serialNumber, status, inventoryType, itemId, itemName, itemSku, spaceId, purchaseDate, warrantyExpiration |
| Kit | trigger_kit | id, name, description |
| Team member | trigger_staff | id, fullName, staffType, collectionName, email, phone, hasDrivingLicense, contractType, contractHoursPerWeek, contractStartDate |
| Vehicle | trigger_vehicle | id, name, status, registrationNumber, collectionName, inspectionDate, seats, payloadKg, costPerKm, fixedCost |
| Opportunity | trigger_opportunity | id, identifier, name, status, pipelineId, stageId, amount, currency, contactId, companyId, ownerStaffId, expectedCloseDate |
| Service | trigger_service | id, nameExternal, nameInternal, serviceType, collectionName, defaultQty, showInPlanner, includeInPrice, breakMinutes, hourlyRate, fixedPrice, perKmRate |
| Internal service | trigger_internalService | id, title, description, serviceType, status, startDate, endDate, serviceId, serviceName, projectId, projectName, assignedStaffCount, assignedVehiclesCount |
| Incident | trigger_incident | id, identifier, title, description, type, scope, status, priority, severity, blocksAvailability, orderId, orderNumber, projectId, dueDate, estimatedCost |
| Treasury account | trigger_treasuryAccount | id, name, type, status, currency, iban, provider, initialBalance |
| Proforma | trigger_proforma | id, proformaNumber, status, operativeStatus, total, contactId, contactName, contactEmail, orderNumber, projectName, issueDate, validUntil |
| Credit note | trigger_creditNote | id, creditNoteNumber, status, total, contactId, contactName, contactEmail, originalInvoiceId, originalInvoiceNumber, issueDate |
| Simplified credit note | trigger_simpleCreditNote | id, simpleCreditNoteNumber, status, total, contactId, contactName, contactEmail, originalReceiptId, originalReceiptNumber, issueDate |
| Sales receipt | trigger_salesReceipt | id, receiptNumber, status, total, contactId, contactName, contactEmail, orderNumber, receiptDate, dueDate |
| Task | trigger_task | id, title, description, type, isCompleted, startDate, endDate |
Configuration
The type of record the run starts for.
Values for the steps
Today
Order
Show child attributesHide child attributes
Id
Order number
Status
Available options: draft, reserved, prepared_partially, prepared, picked_up_partially, picked_up, returned_partially, returned, checked_in_partially, checked_in, archived, cancelled
Contact id
Contact name
Contact email
Project name
Project alias
Start date
End date
Run date
Workflow owner
Was this page helpful?