Automatic Actions: Supported Triggers, Conditions, and Events
Automatic Actions let you define a trigger, add optional conditions, and run one or more events.
How to use this guide
Find the trigger you want to use in the Triggers section.
Check which conditions and events are supported for that trigger.
Use the Trigger Configuration, Condition Reference, and Event Reference sections to see which settings each option can use.
Important notes
If you combine multiple triggers in one automatic action, the available conditions and events are limited to the ones shared by every selected trigger.
The Delete the matching items specified in the condition event requires the Transaction is for certain item(s) condition.
The Forward the sent email event does not support the Communication template is of a certain category condition.
The Last month had no bill activity for condition only supports email and text events sent to a specifically entered recipient.
Send email recipient choices have extra trigger-specific limits. For example, Document Creation only allows a specified recipient, and Tenant Pays Full Balance only allows a smaller set of recipient options.
Send text recipient choices also have extra trigger-specific limits. For example, Charge Due Date does not allow the vendor phone recipient option.
Triggers
'X' days into the second month of each lease year
Trigger configuration
Number of days: enter a number
Allowed conditions
Always
Allowed events
Reset the chosen custom field(s) to their default values
Email Custom Report
Every 'x' days
Trigger configuration
Day interval: enter a number
Start date: choose a date
Allowed conditions
Always
Selected field has no value
Selected custom field has no value
Allowed events
Create a new notification
Send email notification
Send text message notification
Email Custom Report
On a certain day of the month
Trigger configuration
Monthly day: 1 through 31
Allowed conditions
Always
Custom field value
Tenant has no invoices of this item in the current month
Tenant has an outstanding balance
Tenant has outstanding balance before monthly day
Tenant has outstanding balance where invoice status is
Tenant lease is under a certain company
Tenant type is
Last month had no bill activity for
It is a specific month
Allowed events
Create a new notification
Send email notification
Send out the tenant's statement
Send text message notification
Calculate fields
Email Custom Report
Create a funds transfer
When a CAM reconciliation is created
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Send email notification
When a calculated field is changed
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Calculate fields
When a chargeback occurs
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Create an invoice
When a check is voided
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Transaction type is
Person has X number of voided checks or more
For company
For property
Allowed events
Create an invoice
Remove an allowed payment method from the lease
Send email notification
Send text message notification
When a company is created
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Send email notification
Send text message notification
When a company is updated
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
For company
Allowed events
Send email notification
Send text message notification
When a document has been completely signed
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
For company
For property
For document template
Allowed events
Create a new notification
Send email notification
Send text message notification
When a document has been signed by all tenants
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
For company
For property
For document template
Document is awaiting signatures from
Allowed events
Create a new notification
Send email notification
Send text message notification
When a document is sent out
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
For company
For property
Document has a signature field
Allowed events
Send email notification
Send text message notification
Share item with owner
Share item with tenant
When a lead completes an application action
Trigger configuration
Type: Credit Check, Application Payment
Allowed conditions
Always
Allowed events
Create a new notification
Send email notification
Send text message notification
When a lead is created
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
For company
For property
Lead has an application
Allowed events
Create a new notification
Send email notification
Send text message notification
Move lead to x label
When a lead is edited
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Label for lead changes
Allowed events
Send email notification
Send text message notification
Post a unit
When a lead is generated through an external source
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
For company
For property
Lead application is one of the following
Allowed events
Create a new notification
Send email notification
Send text message notification
Move lead to x label
Remove all postings for unit
When a lease expires in 'x' many days
Trigger configuration
Number of days: enter a number
Allowed conditions
Always
Tenant has an outstanding balance
Tenant lease is under a certain company
If there is a document awaiting signatures
Allowed events
Create a new notification
Send email notification
Send text message notification
Reset the chosen custom field(s) to their default values
When a lease is created
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Custom field value
Allowed events
Copy existing maintenance request to unit
Create a parent maintenance request
Send email notification
Send text message notification
Calculate fields
Copy system data to custom field
When a lease renewal occurs in "x" days
Trigger configuration
Number of days: enter a number
Allowed conditions
Always
Lease has unsigned documents
Allowed events
Create a new notification
Send email notification
Send text message notification
Reset the chosen custom field(s) to their default values
When a lease starts in 'x' many days
Trigger configuration
Number of days: enter a number
Allowed conditions
Always
Custom field value
Tenant lease is under a certain company
Lease has unsigned documents
Allowed events
Create a management charge
Post lease form to Blue Moon
Send email notification
Send text message notification
Copy system data to custom field
When a maintenance request has been created X days ago
Trigger configuration
Number of days: enter text
Allowed conditions
Always
Maintenance request category
Maintenance request is a certain status
For company
For property
Allowed events
Create a new notification
Send email notification
Send text message notification
When a maintenance request is edited
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Vendor for maintenance request changes
For company
For property
Attachment is added to maintenance request
Note is added to maintenance request
Status for maintenance request changes to
The selected field was changed
Allowed events
Create a new notification
Send email notification
Send text message notification
Prompt user with custom field note
Set selected field to the current date
When a maintenance request is sent to a vendor
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Update maintenance request status to
When a maintenance request status has not changed for X days
Trigger configuration
Number of days: enter a number
Allowed conditions
Always
Maintenance request is a certain status
For company
For property
Allowed events
Create a new notification
Send email notification
Send text message notification
When a schedule generates a credit note
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Transaction is for certain item(s)
Allowed events
Apply credits to outstanding invoices
Automatically refund the credit note and add refund check to print queue
When a schedule increase occurs in 'x' many days
Trigger configuration
Number of days: enter a number
Allowed conditions
Always
Allowed events
Create a new notification
Send email notification
Send text message notification
When a scheduled bill is generated
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
For the selected vendors
Allowed events
Pay off generated bill
When a scheduled invoice is generated
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Custom field value
Transaction is for certain item(s)
Transaction is for any item except
Tenant has an outstanding balance
For the selected tenants
Tenant has autopay set up
Allowed events
Send out the invoice
Send out the tenant's statement
Pay off generated invoice
Create an additional line item
When a tenant makes a payment
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Invoice payment is applied to
Invoice payment amount does not equal invoice's outstanding amount
Tenant lease is under a certain company
Tenant lease is for a certain building
Payment is not for oldest invoice
If the payment date is after the X day of the month
Allowed events
Deposit directly into a bank account
Send email notification
Send text message notification
Prompt user an alert and prevent payment submission
When a tenant pays off their full balance
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Send email notification
Set selected field to the chosen value
When a tenant schedule runs
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Copy system data to custom field
When a tenant submits a maintenance request
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Maintenance request category
Tenant lease is under a certain company
It is a specific month
Allowed events
Create an invoice
Create a new notification
Send email notification
Send text message notification
Copy custom field data to another custom field
Update maintenance request status to
When a vendor is assigned to a maintenance request
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Maintenance request category
Custom field date matches a certain criterion
For company
Allowed events
Send email notification
Send text message notification
Show a confirmation message
When an attachment is created
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Share item with owner
Share item with tenant
When an online payment fails to settle
Trigger configuration
Transaction Type: Incoming, Outgoing
Allowed conditions
Always
For the following companies
For the following properties
Allowed events
Create an invoice
Create a new notification
Remove an allowed payment method from the lease
Send email notification
Send text message notification
When completing a move out for a Lease
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Tenant lease is for a certain building
Allowed events
Copy existing maintenance request to unit
Create a parent maintenance request
Send email notification
Send text message notification
Remove online access
When creating a note
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Note is for
Allowed events
Create a new notification
Send email notification
Send text message notification
When displaying a Lease
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Custom field value
Allowed events
Display hidden custom fields
When displaying a Maintenance Request
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Custom field value
Maintenance request category
Allowed events
Display hidden custom fields
When displaying a Person
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Custom field value
Allowed events
Display hidden custom fields
When displaying a Property
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Custom field value
Allowed events
Display hidden custom fields
When displaying a Unit
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Custom field value
Property Type is
Allowed events
Display hidden custom fields
When editing information on a bill
Trigger configuration
No additional trigger settings.
Allowed conditions
If the Bill Doc No. already exists for that vendor
Allowed events
Alert the user
When editing information on a bill payment
Trigger configuration
No additional trigger settings.
Allowed conditions
If the Check No. is a duplicate
Allowed events
Alert the user
When printing an Invoice
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Transaction is for certain item(s)
Allowed events
Ask the user which template to print with every time
When printing a Maintenance Request
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Ask the user which template to print with every time
When receiving a text message
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Tenant lease is under a certain company
Allowed events
Create a new notification
Forward the received text message
Send email notification
Send text message notification
Create email notification for
When receiving an email
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Tenant lease is under a certain company
Email is from an owner
Email is from a vendor
Email is from or for a tenant
Email is from a lead
Email is linked to a maintenance request
Email is not linked to a maintenance request
Allowed events
Create a new notification
Forward the received email
Send email notification
Send text message notification
Create email notification for
When release notes are updated
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Create a new notification
When sending an email
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Communication template is of a certain category
Email is from or for a tenant
Allowed events
Forward the sent email
When submitting a Bill
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Transaction is for certain item(s)
Custom field date matches a certain criterion
For property
Account will be X percent over budget
Allowed events
Show a confirmation message
Split line item between properties
When submitting a Bill Payment
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Transaction is processed through Forte/Payments Gateway
If the bank balance will go negative for the company
Account will be X percent over budget
Allowed events
Send email notification
Send text message notification
Show a confirmation message
Ask to print bill receipt
Prompt user an alert and prevent payment submission
When submitting a Management Charge
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
For the following companies
Allowed events
Create a new notification
Send email notification
When submitting a Management Charge Payment
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Create a new notification
Send email notification
When submitting an Invoice
Trigger configuration
No additional trigger settings.
Allowed conditions
Transaction is for certain item(s)
Transaction is for any item except
Tenant lease is for a certain building
Made by transaction schedule
Tenant has autopay set up
If transaction is for a secondary tenant
Allowed events
Pay and deposit invoice into linked operating account
Send email notification
Send text message notification
Show a confirmation message
When submitting an Invoice Payment
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Custom field value
Invoice payment is applied to
If the payment method was a
Invoice payment amount does not equal invoice's outstanding amount
Payment amount is greater than the outstanding amount
If transaction is for a secondary tenant
Allowed events
Create a journal entry
Deposit directly into a bank account
Send email notification
Send text message notification
Show a confirmation message
Ask to print invoice receipt
Prompt the user whether to apply to next scheduled invoice
When submitting a Lease
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Custom field value
Allowed events
Create a management charge
Post lease form to Blue Moon
When submitting a Maintenance Request
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Maintenance request category
Triggered by a different user
Submitted by
For company
For property
Selected custom field has value set
Allowed events
Create a new notification
Send email notification
Send text message notification
Set vendor of maintenance request to
Set maintenance request vendor by matching custom field value
When submitting an Owner Draw
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Transaction is processed through Forte/Payments Gateway
For the following companies
Allowed events
Send email notification
Send text message notification
When submitting a Credit Note
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Triggered by a different user
Allowed events
Send email notification
Send text message notification
When submitting a Refund
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Transaction is processed through Forte/Payments Gateway
Allowed events
Send email notification
Send text message notification
When the date for
Trigger configuration
Custom Field: Choose from your available custom fields
Date Criteria: reaches 'X' amount of days before a specified date, is overdue by 'X' amount of days, is due in 'X' amount of days
Amount of days: enter a number
Date: choose a date
Allowed conditions
Always
For company
For property
Allowed events
Create a new notification
Send email notification
Send text message notification
Change the lead's label
When the date for a scheduled item
Trigger configuration
Schedule: Choose from your available schedules
Date Criteria: will be generated in 'X' amount of days
Amount of days: enter a number
Allowed conditions
Always
Allowed events
Create a new notification
Send email notification
Send text message notification
When the due date for a(n)
Trigger configuration
Charge Type: Bill, Invoice, Management Charge
Date Criteria: is overdue by 'X' amount of days, is due in 'X' amount of days
Number of days: enter a number
Allowed conditions
Always
Custom field value
Transaction is for certain item(s)
Tenant has online access
Tenant lease is under a certain company
Tenant lease is for a certain unit
Tenant has an active login
Allowed events
Delete the matching items specified in the condition
Send email notification
Send text message notification
Delete system generated discount (if any)
When there are outstanding invoices
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Transaction is for certain item(s)
For company
For property
Allowed events
Apply credits to outstanding invoices
When triggering a move out for a Lease
Trigger configuration
No additional trigger settings.
Allowed conditions
Always
Allowed events
Copy existing maintenance request to unit
Create a parent maintenance request
Send email notification
Send text message notification
Condition Reference
Account will be X percent over budget
Accounts: Choose from your available books or accounts. Allows multiple selections.
Budget: Choose from your available budgets. Allows multiple selections.
Percent Over Budget: enter a number
Always
No additional condition settings.
Attachment is added to maintenance request
No additional condition settings.
Communication template is of a certain category
Communication Template Category: Choose from your available communication templates
Custom field date matches a certain criterion
Custom Field Type: Choose from your available custom fields
Date Criteria: Before the current date, After the current date, Matches the current date
Custom field value
Custom Field Type: Choose from your available custom fields
Custom Field Value: enter text
Document has a signature field
No additional condition settings.
Document is awaiting signatures from
Signature Roles: Property Manager, Primary Tenant, Secondary Tenant, Cosignee Tenant, Resident Tenant, Child Tenant, Emergency Contact Tenant, Former Tenant, Co-Applicant Tenant. Allows multiple selections.
Email is from a lead
No additional condition settings.
Email is from a vendor
No additional condition settings.
Email is from an owner
No additional condition settings.
Email is from or for a tenant
No additional condition settings.
Email is linked to a maintenance request
No additional condition settings.
Email is not linked to a maintenance request
No additional condition settings.
For company
Company: Choose from your available companies. Allows multiple selections.
For document template
Document: Choose from your available document templates. Allows multiple selections.
For property
Property: Choose from your available properties. Allows multiple selections.
For the following companies
Selection type: If the company is any of the following, All companies except the following
Companies: Choose from your available companies. Allows multiple selections.
For the following properties
Selection type: If the property is any of the following, All properties except the following
Property Id: Choose from your available properties. Allows multiple selections.
For the selected tenants
Tenants: Choose from your available tenants. Allows multiple selections.
For the selected vendors
Vendors: Choose from your available vendors. Allows multiple selections.
If the Bill Doc No. already exists for that vendor
No additional condition settings.
If the Check No. is a duplicate
No additional condition settings.
If the bank balance will go negative for the company
No additional condition settings.
If the payment date is after the X day of the month
Day of the month: enter a number
If the payment method was a
Payment Method: Check, Other Payment Method, Scanned Check
If there is a document awaiting signatures
No additional condition settings.
If transaction is for a secondary tenant
No additional condition settings.
Invoice payment amount does not equal invoice's outstanding amount
No additional condition settings.
Invoice payment is applied to
Income Item: Choose from your available transaction items
It is a specific month
Month: January through December
Label for lead changes
Selection type: If the label changes to any of the following, If the label changes to any except the following
Label Id: Choose from your available labels. Allows multiple selections.
Last month had no bill activity for
Accounts: Choose from your available books or accounts. Allows multiple selections.
Properties: Choose from your available properties. Allows multiple selections.
Lead application is one of the following
Selection type: If the application template is any of the following, All application templates except the following
Application templates: Choose from your available application templates. Allows multiple selections.
Lead has an application
No additional condition settings.
Lease has unsigned documents
No additional condition settings.
Made by transaction schedule
No additional condition settings.
Maintenance request category
Request Category Id: Choose from your available maintenance request categories. Allows multiple selections.
Maintenance request is a certain status
Status: Choose from your available maintenance request statuses. Allows multiple selections.
Note is added to maintenance request
No additional condition settings.
Note is for
Applies to: Account, Bill, Company, Invoice, Lease, Lease Move Out, Maintenance Request, Owner, Owner Contribution, Property, Tenant, Unit, Vendor
Payment amount is greater than the outstanding amount
No additional condition settings.
Payment is not for oldest invoice
No additional condition settings.
Person has X number of voided checks or more
Max Voided Checks: enter a number
Property Type is
Property Type: Choose from your available property types
Selected custom field has no value
Custom Field Type: Choose from your available custom fields
Selected custom field has value set
Selected Maintenance Request Field: Choose from the supported fields for this trigger
Selected field has no value
Field Type: Vendor - Name, Vendor - Firstname, Vendor - Lastname, Vendor - Mi, Vendor - Company name, Vendor - Tax id, Vendor - Legal name, Vendor - Draw amount
Status for maintenance request changes to
Status: Choose from your available maintenance request statuses. Allows multiple selections.
Submitted by
Role type: Manager, Vendor, Owner, Tenant, Contact, Other Contact
Tenant has an active login
No additional condition settings.
Tenant has an outstanding balance
Balance Type: Any balance, Past due balance
Minimum Balance Type: Minimum Balance is X, X months of the sum of all current monthly schedules
Minimum Balance Value for X: enter a number
Tenant has autopay set up
No additional condition settings.
Tenant has no invoices of this item in the current month
Invoice Items: Choose from your available transaction items. Allows multiple selections.
Tenant has online access
No additional condition settings.
Tenant has outstanding balance before monthly day
Date filter: Before the first of the month, Before the last of the month, Before specified day of month. Additional fields can appear based on your selection.
Monthly day: enter text
Tenant has outstanding balance where invoice status is
Invoice status: Past due, Current, Future
Tenant lease is for a certain building
Property: Choose from your available properties
Tenant lease is for a certain unit
Selection type: If the unit is any of the following, All units except the following
Units: Choose from your available units. Allows multiple selections.
Tenant lease is under a certain company
Selection type: If the company is any of the following, All companies except the following
Companies: Choose from your available companies. Allows multiple selections.
Tenant type is
Tenant Type: All, Primary, Secondary, Current, Current or future, Past, Future, Former, Other
The selected field was changed
Selected field: Choose from the supported fields for this trigger
Transaction is for any item except
Transaction Type: Invoice, Bill, Credit Note, Security Deposit Application
Transaction items: Choose from your available transaction items. Allows multiple selections.
Transaction is for certain item(s)
Transaction Type: Invoice, Bill, Credit Note, Security Deposit Application
Amount requirement: All line items total amount is, All line items total balance is, Matching line items total amount is, Matching line items total balance is, Any amount. Additional fields can appear based on your selection.
Amount comparison: Greater than, Equal to, Less than
Amount: enter a number
Transaction items: Choose from your available transaction items. Allows multiple selections.
Transaction is processed through Forte/Payments Gateway
No additional condition settings.
Transaction type is
Transaction Type: Invoice, Invoice payment, Prepayment application, Transaction void, Closing transaction, Bill, Bill payment, Deposit, Funds transfer, Manual transaction, Credit note, Security deposit application, Reconciliation, Refund, Owner draw, Owner contribution, Management charge, Management charge payment
Triggered by a different user
No additional condition settings.
Vendor for maintenance request changes
No additional condition settings.
Event Reference
Alert the user
No additional event settings.
Apply credits to outstanding invoices
Apply To Option: All Outstanding, In the Same Month as the Credit
Credit types: Prepayments, Credit Notes, Security Deposit Applications. Choose any that apply.
Ask the user which template to print with every time
No additional event settings.
Ask to print bill receipt
No additional event settings.
Ask to print invoice receipt
No additional event settings.
Automatically refund the credit note and add refund check to print queue
No additional event settings.
Calculate fields
Custom Field 1: Choose from your available custom fields. Additional fields can appear based on your selection.
Result Custom Field: Choose from your available custom fields. Additional fields can appear based on your selection.
If Custom Field 1: always, >, <, =, <>. Additional fields can appear based on your selection.
Value: enter text
Calculate Net Amount: No, Yes
Custom Field 2: Choose from your available custom fields. Additional fields can appear based on your selection.
Operator 2: +, -, *, /, Copy, Add days, Subtract days. Additional fields can appear based on your selection.
Use as percentage 2 (only for *): Yes, No
Change the lead's label
Contact Label: Choose from your available labels
Copy custom field data to another custom field
Custom Field to Copy From: Choose from your available custom fields. Additional fields can appear based on your selection.
Custom Field to Copy To: Choose from your available custom fields. Additional fields can appear based on your selection.
Copy existing maintenance request to unit
Maintenance Request: Choose from your available maintenance requests
Copy system data to custom field
System Data: Unit, Schedule, Tenant, Lease. Additional fields can appear based on your selection.
Use next month's schedule amount: choose yes or no
Schedule Items: Choose from your available schedules. Allows multiple selections.
Security Deposit Items: Choose from your available transaction items. Allows multiple selections.
Custom Field: Choose from your available custom fields
Create a child maintenance request (Requires 1 Parent request)
Subject: enter text
Request: enter longer text
Request Category: Choose from your available maintenance request categories
Create a funds transfer
Company: Choose from your available companies
Site: Choose from your available sites, properties, or units
Credit Account: Choose from your available books or accounts
Debit Account: Choose from your available books or accounts
Memo: enter text
Amount: enter a number
Create a journal entry
Site: Choose from your available sites, properties, or units
Company: Choose from your available companies
Description: enter text
Reversal Date (if generating): choose a date
Generate Reversal: choose yes or no
Account 1: Choose from your available books or accounts
Type 1: Credit, Debit
Amount 1: enter a number
Account 2: Choose from your available books or accounts
Type 2: Credit, Debit
Amount 2: enter a number
Create a management charge
Income Item: Choose from your available transaction items
Expense Item: Choose from your available transaction items
Quantity: enter text
Amount Type: Fixed Amount, Percentage of Lease Rent
Amount: enter text
Description: enter text
Days until due: enter a number
Create a new notification
Notification type option: All users, Users involved in the trigger, Specify users. Additional fields can appear based on your selection.
Notify User Id: Choose from your available users. Allows multiple selections.
Default if no user involved: Choose from your available users. Allows multiple selections.
NOTE: enter text
Description: enter text
Icon: Bell, Document, Document signing, Email, Failed payment, Id card, New note, Text message, Wrench
Create a parent maintenance request
Subject: enter text
Request: enter longer text
Request Category: Choose from your available maintenance request categories
Create an additional line item
Item: Choose from your available transaction items
Percent: enter a number
Description: enter text
Create an invoice
Item: Choose from your available transaction items
Company: Choose from your available companies
Quantity: enter a number
Amount: enter text
Description: enter text
Days until due: enter a number
Create email notification for
Notification type option: Users involved in the trigger. Additional fields can appear based on your selection.
Default if no user involved: Choose from your available users. Allows multiple selections.
Delete system generated discount (if any)
No additional event settings.
Delete the matching items specified in the condition
No additional event settings.
Deposit directly into a bank account
Bank: Choose from your available bank accounts
Memo: enter text
Display hidden custom fields
No additional event settings.
Email Custom Report
Export Format: csv, pdf. Additional fields can appear based on your selection.
Combine PDFs: choose yes or no. Additional fields can appear based on your selection.
Combined PDF file name: enter text
Sender type option: Current Login Email, Specify Email Alias, Use Email Template's Default Sender. Additional fields can appear based on your selection.
Select email alias: Choose from your available email aliases
Recipient option: Choose from the supported recipient types. Additional fields can appear based on your selection.
Email: enter text
Recipient entity: Choose from the supported recipient types
Recipient companies: Choose from your available companies. Allows multiple selections.
Email type option: Specify Fields, Use Existing Email Template (Ignoring template attachments). Additional fields can appear based on your selection.
Subject option: Specify subject, Dynamic subject
Subject: enter text
Content option: Specify content, Dynamic content
Content: enter longer text
Select email template: Choose from your available communication templates
Entity from which template will use data: Choose from your available communication templates
Custom Report 1: Choose from your available custom reports
Vendor 1: Choose from your available vendors. Additional fields can appear based on your selection.
Payer's Federal Tax ID 1: enter text. Additional fields can appear based on your selection.
Year 1: Choose from the available options in your account. Additional fields can appear based on your selection.
Forward the received email
Email address: enter text
Forward the received text message
Phone number: enter text
Forward the sent email
Email address: enter text
Move lead to x label
Label: Choose from your available labels
Pay and deposit invoice into linked operating account
No additional event settings.
Pay off generated bill
Payment Method: Other payment method, Check. Additional fields can appear based on your selection.
Add to print queue: Don't add to print queue, Add to print queue. Additional fields can appear based on your selection.
Print Queue Users: All users, Specify users. Additional fields can appear based on your selection.
Print Queue User Id: Choose from your available users. Allows multiple selections.
Pay off generated invoice
No additional event settings.
Post a unit
Site Id: Choose from your available sites, properties, or units. Allows multiple selections.
Post lease form to Blue Moon
Serial Number: enter text
User ID: enter text
Password: enter text
Prompt the user whether to apply to next scheduled invoice
No additional event settings.
Prompt user an alert and prevent payment submission
No additional event settings.
Prompt user with custom field note
Note: None
Remove all postings for unit
No additional event settings.
Remove an allowed payment method from the lease
Payment Method: Checks, Online Payments
Remove online access
No additional event settings.
Reset the chosen custom field(s) to their default values
Custom Field Types: Choose from your available custom fields. Allows multiple selections.
Send email notification
Sender type option: Current Login Email, Specify Email Alias, Use Email Template's Default Sender. Additional fields can appear based on your selection.
Select email alias: Choose from your available email aliases
Recipient option: Choose from the supported recipient types. Additional fields can appear based on your selection.
Tenant Type: All, Current, Past
Email: enter text
Recipient entity: Choose from the supported recipient types
Email type option: Specify Fields, Use Existing Email Template, Email invoices for current month. Additional fields can appear based on your selection.
Notify User Id: Choose from your available users. Allows multiple selections.
Default if no user involved: Choose from your available users. Allows multiple selections.
Subject option: Specify subject, Dynamic subject
Subject: enter text
Content option: Specify content, Dynamic content
Content: enter longer text
Select email template: Choose from your available communication templates
Entity from which template will use data: Choose from your available communication templates
Send out the invoice
Tenant Role to Send Statement to: Choose from your available tenants
Email Address to Send to: Choose from the supported recipient types
Send out the tenant's statement
Sender type option: Current Login Email, Specify Email Alias. Additional fields can appear based on your selection.
Select email alias: Choose from your available email aliases
Email type option: Specify Fields. Additional fields can appear based on your selection.
Subject option: Specify subject, Dynamic subject
Subject: enter text
Content option: Specify content, Dynamic content
Content: enter longer text
Select tenant statement template: Choose from your available tenants
Date Range Type: Current month, Next month, Start of next month, Days specified. Additional fields can appear based on your selection.
Number of days: enter text
Tenant Role to Send Statement to: Choose from your available tenants
Email Address to Send to: Choose from the supported recipient types
Send text message notification
Sender type option: Property Manager Company (default), Current Login User. Additional fields can appear based on your selection.
Recipient option: Choose from the supported recipient types. Additional fields can appear based on your selection.
Notify User Id: Choose from your available users. Allows multiple selections.
Default if no user involved: Choose from your available users. Allows multiple selections.
Phone number: enter text
Recipient entity: Choose from the supported recipient types
Text type option: Specify Fields, Use Existing Text Template. Additional fields can appear based on your selection.
Content option: Specify content, Dynamic content
Content: enter longer text
Select text template: Choose from your available communication templates
Entity from which template will use data: Choose from your available communication templates
Time option to send text: Send immediately, Send next day at specific time, Send at next occurrence of specific time. Additional fields can appear based on your selection.
Time: choose a time
Set maintenance request vendor by matching custom field value
Vendor Custom Field: Choose from your available custom fields
Set selected field to the chosen value
Field: Maintenance Request, Tenant
Value: Choose from the available options in your account
Set selected field to the current date
Field: Choose from the available options in your account
Set vendor of maintenance request to
Vendor: Choose from your available vendors
Share item with owner
No additional event settings.
Share item with tenant
No additional event settings.
Show a confirmation message
Confirm message: enter text
Split line item between properties
WARNING: enter text
Update maintenance request status to
Maintenance Request Status: Choose from your available maintenance requests