A trigger sends alert messages or emails when a certain threshold in an account is crossed. It can be closing balance, the number of units of a stock, or anything that is quantifiable.
For example, you can set a trigger for your stock of laptops when their numbers fall below a certain quantity in your stock. This will help you prevent any shortfall of stock at the last moment.
Create a trigger
In the Trigger section, you see an entry form with the following fields:
Name: Give a name to the Trigger. The name should be reflective of the purpose of the trigger.
Select Entity Type: This is generally one of the three options: Company, Accounts or Groups.
Select Entity: Depending on the Type you have chosen above, the options are populated in this field. Choose one of them.
Scope: The trigger will be set in the context of the scope. As of now, only ‘Closing Balance’ option is provided.
Filter: This sets the option when the trigger is made. That is, when the amount is less than or when the amount is more than the set value.
Action: Use a webhook to trigger the message.
Value: It is the value with which the Filter option will compare (less than or greater than). You will be able to enter value here after you enter the web address of the webhook (register at https://viasocket.com/ to proceed further) in the URL field.
URL: Enter the URL of the webhook. You can use the Socket application for the same. Register with Socket at https://viasocket.com/ and proceed further.
Description: Enter details about this trigger to let others know its purpose.
Edit / Delete a trigger
In the Triggers section, spot the trigger you want to make changes to.
Use the icons under the Action column to do the following:
To edit, click on the pencil icon, make changes in the entry form, and click on the tick mark icon to save it.
To delete, click on the dustbin icon and choose Yes in the confirmation popup.