Every trigger, by module in Zyntra OS, step by step

Where

Flowmind › Rules › + Add rule › When

Who

Anyone allowed to create a rule. A person who builds rules from inside one module is offered that module's triggers only.

Choose the Entity (the first column) and then the Event (the second). On a schedule is the clock: see Build a rule. (from → to) means the event asks From and To.

Flowmind › Settings shows, under What is registered, each module with the records a rule can listen to and how many events and actions of its own it has.

Flowmind settings: what each module registers

Entity	Events
Customers · Customer	A customer is created · A customer is updated · A customer moves to another stage · A customer gets a new owner · A customer is activated · A customer is deactivated · A customer is archived · On a schedule
Customers · Contact	A contact is added · A contact is deactivated · A contact is reactivated
Deals · Deal	A deal is created · A deal is updated · A deal moves to another stage (from → to) · A deal is won · A deal is lost · A deal is assigned
Estimates · Estimate	An estimate is created · An estimate is updated · An estimate status changes (from → to) · An estimate is sent to the customer · The customer accepts an estimate · The customer declines an estimate · An estimate expires · An estimate is converted to an invoice · An estimate is archived · On a schedule
Items · Item	An item is created · An item is changed · An item is activated · An item is deactivated · On a schedule
Leads · Lead	A lead is created · A lead is updated · A lead status changes (from → to) · A lead is assigned · A lead is contacted · A lead is converted · A lead is archived · A lead is marked as junk · A lead is no longer junk · On a schedule
Logistic · Shipment	A shipment is created · A shipment is updated · A shipment moves to a new tracking status · A shipment is delivered · A shipment is invoiced · A pickup is accepted · A pickup is rejected · A shipment is archived · A shipment is restored · On a schedule
Logistic · Pre-alert	A pre-alert is raised · A pre-alert is approved · On a schedule
Proposals · Proposal	A proposal is created · A proposal is updated · A proposal status changes (from → to) · A proposal is sent to the customer · The customer accepts a proposal · The customer declines a proposal · A proposal is converted to an estimate · A proposal is converted to an invoice · A proposal is archived · On a schedule
Fixed Equipment · Asset	An asset is created · An asset is edited · An asset moves to another place · An asset is checked out · An asset is checked in · A checked-out asset is accepted · A maintenance job is opened on an asset · A maintenance job on an asset is completed · An asset is archived · An asset is restored · On a schedule
Fixed Equipment · Asset audit	An asset audit is created · An asset audit is sent for approval · An asset audit is approved · An asset audit is rejected · On a schedule
Fixed Equipment · Asset request	An asset request is raised · An asset request is approved · An asset request is refused · An asset request is fulfilled · On a schedule
Call Center · Call	A call is missed · A call is wrapped up with an outcome
Call Center · Callback	A callback is overdue
Call Center · Call queue	A queue falls below its service level
Contracts · Contract	A contract is created · A contract is updated · A contract is signed by the customer · A contract is marked as signed · A contract signature is voided · A contract is unmarked as signed · A contract is renewed · A contract is archived · A contract is restored · On a schedule
Credit Notes · Credit note	A credit note is created · A credit note is edited · A credit note is voided · A refund is recorded on a credit note · A credit note is deleted
Expenses · Expense	An expense is recorded · An expense is updated · An expense is approved · An expense is rejected · An expense is voided · An expense is converted to an invoice · A recurring expense is generated · On a schedule
HR Records · Member of staff	A member of staff is created · A member of staff is edited · A member of staff is closed · A member of staff is reopened
Timesheets & Leave · Leave request	Leave is requested · Leave is approved · Leave is rejected · Leave is cancelled
Timesheets & Leave · Attendance	Somebody checks in or out · A check-in or check-out is corrected
Timesheets & Leave · Additional hours	Additional hours are requested · Additional hours are approved · Additional hours are rejected · A request for additional hours is removed · A request for additional hours is brought back
Idea hub · Idea	An idea reaches a stage
Inventory · Stock	Stock of an item falls below its minimum · On a schedule
Inventory · Receiving voucher	A receiving voucher is created · A receiving voucher is approved (stock raised) · A receiving voucher is reverted · A receiving voucher is edited · On a schedule
Inventory · Delivery voucher	A delivery voucher is created · A delivery voucher is approved (stock issued) · A delivery voucher's delivery status changes · A delivery voucher is reverted · A delivery voucher is edited · On a schedule
Inventory · Packing list	A packing list is created · A shipment is booked for a packing list · A shipping log entry is added to a packing list
Inventory · Stock take	A stock take is opened · A stock take is submitted · A stock take is approved · On a schedule
Invoices · Invoice	An invoice is created · An invoice is made from an estimate · An invoice is updated · An invoice is issued · An invoice is cancelled · An invoice's cancellation is undone · On a schedule
Payments · Payment	A payment is recorded · A payment is edited · A payment is deleted
HR Payroll · Payroll run	A payroll month is opened · Payslips are generated for a month · A payroll month is closed · A payroll month is paid in full
Purchase · Purchase request	A purchase request is created · A purchase request is edited · A purchase request status changes (from → to) · A purchase request is approved by its signers · A purchase request is refused by its signers · A purchase request is archived · On a schedule
Purchase · Purchase order	A purchase order is created · A purchase order is edited · A purchase order is signed (a signature is kept with the approval) · A purchase order is approved by its signers · A purchase order is refused by its signers · A purchase order's vendor status changes · A purchase order's delivery date changes · A purchase order is archived · On a schedule
Purchase · Quotation	A vendor quotation is recorded · A quotation award is signed · A quotation is accepted (awarded) · A quotation award is refused · A quotation is edited · A quotation is archived · On a schedule
Purchase · Purchase invoice	A purchase invoice is entered · A purchase invoice is edited · A payment is recorded on a purchase invoice · On a schedule
Purchase · Debit note	A debit note is raised · A debit note is applied to a purchase invoice · A debit note is voided · On a schedule
Purchase · Vendor contract	A vendor contract is created · A vendor contract is updated · A vendor contract is marked as signed · A vendor contract is renewed · A vendor contract is archived · A vendor contract is restored · On a schedule
Purchase · Vendor	A vendor is created · A customer becomes a vendor too · A vendor is edited · A vendor is archived · A company stops being a vendor (still a customer) · On a schedule
Reach · Campaign entry	A lead enters the campaign · On a schedule
Reach · Lead's Reach points	A lead's Reach points reach a point trigger · A lead submits a Reach form
Recruitment · Candidate	A candidate is added · A candidate becomes a member of staff · A candidate is archived · A candidate is brought back · On a schedule
Recruitment · Application	A candidate applies to a campaign · An application moves to another stage (from → to) · An application reaches a hired stage · An application reaches a rejected stage · On a schedule
Recruitment · Campaign	A recruitment campaign is created · A recruitment campaign is changed · A planned campaign is opened to applicants · A recruitment campaign is archived · A recruitment campaign is brought back · On a schedule
Recruitment · Interview	An interview is scheduled · On a schedule
Recruitment · Channel	A recruitment channel is created · On a schedule
Subscriptions · Subscription	A subscription is created · A subscription changes plan (from → to) · A subscription is paused · A subscription is resumed · A subscription is cancelled · On a schedule
Support · Ticket	A ticket is opened · A ticket is replied to · A ticket is edited · A ticket changes status · A ticket changes priority · A ticket is assigned · A ticket is closed · A customer rates a ticket · A ticket is merged into another · A ticket misses its response or resolution time · A ticket is archived · A ticket is restored
Support · Knowledge article	A knowledge article is written · A knowledge article is edited · A knowledge article is archived
Surveys · Survey answer	A survey is answered
Concierge · Concierge booking	A Concierge booking is confirmed · A Concierge quote is saved · A Concierge booking's services are done · On a schedule
Projects · Project	A project is created · A project is updated · A project status changes (from → to) · A member is added to a project · A project is archived · A sprint starts in a project · A sprint is completed in a project · A project milestone is reached (its last task finished) · On a schedule
Tasks · Task	A task is created · A task is updated · A field on a task changes · A task status changes (from → to) · A task is assigned · A task is archived · On a schedule

An event the module stops sending is taken off this list, and a rule that used it is not deleted: its history stays.

Questions

Where is “Every trigger, by module” in Zyntra OS?

Flowmind › Rules › + Add rule › When

Who can use “Every trigger, by module”?

Anyone allowed to create a rule. A person who builds rules from inside one module is offered that module's triggers only.