What is a Trigger?

A trigger consists of an event, a condition, and an action. When a specific event occurs and the condition is met, then the action is initiated.

Events include:

• Record Created*
• Record Updated**
• Record Deleted*
• FileShare Created*** 
• FileShare Updated***
• Case Created**
• Case Updated**
• Case Deleted**
• Sentiment Created**
• Contact Created**
• Contact Updated**

Conditions on triggers can be set using one or more of the following criteria:

• Question Response
• Question Score
• Section Score
• Record Score
• Date and Time
• Tags
• Location
• Contact Information
• Followup Counts
• IntouchCheck Details
• Product
• Program
• Section
• Hierarchies - for FileShare events only
• File Name - for FileShare events only
• & many more 

And available actions are:

• Email - Sends an email.
• Webhook - Sends JSON encoded data via Webhook.
• Case - Creates a case.
• SMS - Sends a text message.
• Record Email - Sends an email and has the option to include a PDF copy of the record.
• Scheduled Record Email - Sends a record email on a specified day and time.
• Check Summary Email - Sends an email with non compliant items to specified user(s) whose hierarchy permissions include the location/node to the record is associated with. 
• Checklist - launches a checklist to a specified location based on conditions
• Slack Notification - Sends a notification and a link via Slack. 
• SFTP - Sends JSON encoded data to a hosted FTP server.
• Dropbox - Sends data to an Integrated Dropbox account. 
• Box - SendS data to an Integrated Box account. 
• Google Drive - Sends data to an Integrated Google Drive account.
• Amazon S3 - Sends data to an Amazon S3 bucket. 

To learn more about triggers, review the articles here.  

*Applies to all products
**Applies to Shop and Audit only
***Available only when FileShare is enabled for the organization