Automate Clinic Workflows with Triggers
Triggers in Vetspire can automatically create tasks, send emails, and prompt other events to expedite your clinic operations. This helps you spend less time having to manually manage your workflows and more time caring for patients.
Triggers are configured in More > Admin > Automate > Triggers.
Create a Trigger Automation
In More > Admin > Automate > Triggers, select Add Trigger.
Choose an event from the If drop-down menu. Available event options are:
appointment canceled
appointment reminder
appointment updated
invoice charged
invoice generated
invoice paid
microchip saved
new appointment
new encounter
new immunization
new prescription
prescription deleted
product type(s) invoiced
any reminder
estimate saved
sign encounter
client updated
patient updated
wellness plan payment failed
Product Type(s) Invoiced
Selecting this event displays an additional field labeled type. Select one or more product types in this field that will trigger the automated action when invoiced.
Choose a trigger action from the Then drop-down menu. Available trigger options are:
Create a task: Set the Task Title, Due Date, and Assignee(s).
Send an email: Enter the Subject, Recipient (To), and Body of the email.
Webhook (get): Send a GET request to a specified URL.
Webhook (post): Send a POST request to a specified URL.
Select Save.
New Trigger Coming Soon: Add Item to Invoice
We are developing a new trigger action that creates an invoice for a specified product ID and quantity when the selected “If” event occurs. We will announce this feature soon!
Trigger Variables
Similar to system variables used for macros, forms, and reminders, trigger variables allow you to customize automated email messages, task titles, and webhook requests.
When creating or editing a trigger, available variables for a trigger action display based on the selected If event.
Example: This trigger sends an email to a client when their appointment is canceled and includes their pet’s unique information in the body message.
The trigger applies to all appointment cancelations for all clients, so you don’t have to manually contact a client when their appointment changes.
