Available Triggers and Actions

Triggers are organized into three categories, each with specific parameters and use cases, as outlined below:

1. Applicant/New Hire

This category applies to triggers related to the creation or management of applicants or new hires, determined by the CreateEntity property (Applicant or NewHire).

Trigger	Description	Parameters	Usage Examples
When an Applicant/New Hire is Created	Triggers when a new entity (person) is created in the system.	- Person Office: Select one or multiple accessible offices. - Person Status: Select one or multiple person statuses.	Sending a welcome message, distributing login credentials.
Registration Reminder	Triggers to send automated texts, emails, or surveys for applicants with incomplete tasks.	- Person Office: Select one or multiple accessible offices. - Person Status: Select one or multiple person statuses.	Reminders for tasks not completed within 48 hours of registration.

2. Assignment

This category includes triggers related to the creation or scheduling of assignments.

Trigger	Description	Parameters	Usage Examples
When a New Assignment is Created	Triggers upon creation of a new assignment (not status changes).	- Person Office: Select one or multiple accessible offices. - Person Status: Select one or multiple person statuses. - Assignment Status: New, Current, or Ended.	Congratulatory message for new assignments, employee updates.
When Assignment Shift Starts	Triggers at the start of an assignment shift (e.g., 4:00 AM for a 4:00 AM–10:00 AM shift; defaults to 12:00 AM if no shift is specified).	- Person Office. - Person Status. - Assignment Status: New, Current, or Ended.	Shift start reminders, assignment start surveys, shift information transfer.
When Assignment Shift Ends	Triggers at the end of an assignment shift.	- Person Office. - Person Status. - Assignment Status: New, Current, or Ended.	Shift end surveys, second-day surveys, 30-day work surveys, shift end reminders.

Assignment Status Logic:

If the assignment end date is before the current date, the status is Ended.
If the end date is on or after the current date, or if no end date is specified, the status is Active.
If the assignment end reason has the countAsAssigned property set to false, the status is Invalid/Inactive.

Important: The trigger “When a New Assignment is Created” is setup only for assignments that are created. The trigger won’t work for status change of assignments (Automatic or Manual).

3. Based on Date Types

This category includes trigger(s) related to recorded standard date types in the application.

Trigger	Description	Parameters	Usage Examples
Last Work Date	Triggers based on days lapsed from last work date	- Person Office: Select one or multiple accessible offices. - Person Status: Select one or multiple person statuses. - Number of Days After Last Wok Date: Triggers automation when a person's last work date matches the number of days.	Send out reminder messages and cold calls to the employee.

4. Others

This category includes miscellaneous triggers not related to applicants or assignments.

Trigger	Description	Parameters	Usage Examples
Automatic Reply to SMS	Triggers an automated reply when a text is received by selected offices within a specified time window.	- Person Office: Select one or multiple accessible offices. - Active From: Start time for auto-reply window. - Active To: End time for auto-reply window. - Time Zone: Office Local Time (per office if multiple selected), Alaskan, Atlantic, Central, Eastern, Mountain, or Pacific Standard Time.	Out-of-office messages, automatic text replies.

Action Types

Three action types can be configured for any trigger, allowing flexibility in automation outcomes. These actions are detailed below:

1. Send SMS

This action sends a text message to triggered entities.

Parameter	Description
Sender Profile	Select an SMS profile (default or shared profiles accessible to the user).
Body	The content of the SMS message.
Delay Time	The delay before the action is executed (positive or negative integer, not decimal).
Delay Time Unit	Unit of delay: Day, Hour, or Minute (e.g., “2 Minutes” delays the action by 2 minutes).

Notes:

Negative delay values execute the action before the trigger point (e.g., a 10-minute reminder before a shift starts).
The delay time and unit are combined to determine the exact timing.

2. Send Email

This action sends an email to triggered entities.

Parameter	Description
Sender Profile	Select an email profile (default or shared profiles accessible to the user).
Body	The content of the email message.
Delay Time	The delay before the action is executed (positive or negative integer, not decimal).
Delay Time Unit	Unit of delay: Day, Hour, or Minute.

Notes:

Negative delay values are useful for preemptive notifications (e.g., reminders before a trigger event).

3. Send Survey

This action sends an SMS-based survey to triggered entities, with responses recorded in the entity’s profile.

Parameter	Description
Sender Profile	Select an SMS profile (default or shared profiles accessible to the user).
Delay Time	The delay before the action is executed (positive or negative integer, not decimal).
Delay Time Unit	Unit of delay: Day, Hour, or Minute.
Writeback Type	Specifies how survey responses are recorded (currently, only “Comments” is available).
Survey Body	The survey structure, including initial question and branching responses.