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Custom Events

Enable Custom Events​

  1. To get started, go to your Settings and select Add-Ons then More Add-Ons

  2. From the list of Add-Ons, locate Custom Events and select Get Started

Receive an Email Alert When an ACH/echeck Account is added/updated using Custom Events​

If you would like to receive an alert whenever a customer adds or updates their ACH/eCheck payment method, make sure that your Add On, Custom Events, is enabled.

  1. Click Add a New Event

  2. Choose ACH/eCheck Details for the "What are we working with?" drop-down

  3. Name your custom event something like "Send an email when an ACH/echeck is added/updated"

  4. Change the drop-down options so that they read: "When a ACH/eCheck [is created] if [any] of these conditions match:"

  5. For "Then do these things" choose Send an email

  6. Set who the email should be sent from, to, and the subject and body of the email

Receive an Email Notification When a New Customer is Created​

  1. In Custom Events, select Add a new event

  2. Select the object you are working with, which in this case will be Customer

  1. Select the first sentence dropdown so that it reads "When a customer is created if any conditions match"

  2. In the "Then do these things" select Send an email

  3. Customize the email message with your own text or merge tags

Receive an Email Notification When a Transaction is Declined​

  1. In Custom Events, select Add a new event

  2. Select Transaction as the object you are working with

  3. Select the first sentence dropdown so that it reads "When a transaction is created if all of these conditions match"

  4. In the blank after "The transaction status is" type in 0

  5. In the "Then do these things" select Send an Email

  6. Fill in your email address in the To: blank

  7. Customize the email message with your own text or merge tags

  • Example: Hello Team, {{transaction.customer_id}} from {{customer.company}} has had {{transaction.transaction_id}} fail on {{transaction.transaction_date}}

Send a Contact Instructions to Set Up Their Customer Portal Login​

  1. In Custom Events, select Add a new event

  2. Select Contact as the object you are working with

  3. Select the first sentence dropdown so that it reads "When a Contact is created if any of these conditions match"

  4. At the section "Then do these things" select Send an Email

  5. Fill in the To: blank with this merge tag {{user.email}}

  6. Customize the email message with your own text or merge tags

Here's our best practice for setting up the email

  • From - (enter the email address you want new the email to be sent from)
  • Send an email to - {{user.email}}
  • Subject - (enter the subject line of the email)
  • Message - fill in your message text

Get an Email Alert When an ACH/eCheck Account is Added or Updated​

  1. In Custom Events, select Add a new event

  2. Select ACH/eCheck Details as the object you are working with

  3. Select the first sentence dropdown so that it reads "When an ACH/eCheck is created if any of these conditions match"

  4. In the "Then do these things" select Send an Email

  5. Fill in {{user.email}} in the To: email address blank

  6. Customize the email message with your own text or merge tags