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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

Examples of Possible Custom Events

There are a few different use cases that are fairly popular with our customers. They are listed below.

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Keep in mind that if you want your emails to send you certain information that relates to your custom event, you will need to enter in merge tags into the body of your email or the message box.

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