Triggers can help with multiple things in your Allmoxy instance. Some example cases are as follows:
- Automatically emailing, texting or creating a task for an employee when an order is placed so they can go verify it for production
- Automatically emailing, texting or creating a task for an employee when a new customer creates an account so they can do follow up tasks
- Automatically emailing customers about their order status
- Automatically emailing customers who need to make a payment (essentially doing the worst part of your collections for you)
As you go look in to your Triggers under Settings (the gear looking icon) -> Triggers, you'll see you already have a bunch that are pre-built that we have deemed the most used and desired. You're welcome to turn any of them off or on as needed as well as create your own for whatever function you'd like. The following tutorial video is a bit old so the system looks different, but the idea behind it is still helpful.
