Triggers

Create automated tasks by creating a Trigger. Navigate to More > Admin, then find Triggers under Automate.

1. Select Edit.

2. From the If dropdown, choose a trigger. The available options are:

3. From the Then dropdown, choose a trigger (action). The available options are:

create a task: Enter a title for the task, due date and the assignee. Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}
send an email: Enter a Subject, To and the Body of the message. Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}
add an item to invoice: Adds an item to the latest open invoice belonging to the patient where this event occurred, or create a new invoice with this line item if there's no open invoice. Enter the Product ID and Quantity.
Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}

webhook (get): Sends a GET request to the specified URL.
URL: https://httpbin.org/get
Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}
If the Webhook is not as expected, see the Vetspire Documentation under API.
webhook (post): Sends a POST request to the specified URL with JSON-encoded data.
URL: https://httpbin.org/post
Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}

4. Select Save after completing all the fields.

DELETE OR CHANGE A TRIGGER BY USING THE Delete OR Edit BUTTONS.