How can I create an automated email or SMS trigger rule based on custom conditions?

  1. To create a trigger rule for an email or SMS, go to Settings -> Notifications -> Trigger Rules.
  2. Click on Create Trigger Rules
  3. Choose a title for the Trigger.
  4. Make sure it is active. (if you want to deactivate one trigger rule and stop an email you can take the tick off).
  5. Set your conditions. To read more and see the screenshots please look at this page.
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