Understanding triggers and actions

Every workflow starts with a trigger and performs one or more actions. Here is what is available.

Trigger types

A trigger defines what starts the workflow. VanMan supports these trigger events:

• Job created — fires when a new job is added
• Job status changed — fires when a job's status changes (e.g. to Confirmed, In Progress, Completed)
• Job truck changed — fires when a job is reassigned to a different truck
• Job schedule changed — fires when a job's date or time is updated
• Booking created — fires when a new online booking comes in
• Booking status changed — fires when a booking moves through the pipeline
• Message sent — fires when an SMS or email is sent from a job
• Invoice created — fires when an invoice is generated

Each trigger can be filtered — for example, "Job status changed" can be set to only fire when the status becomes "Completed."

Action types

An action defines what happens when the workflow runs:

• Send SMS — send a text message using a template
• Send email — send an email using a template
• Change status — update a job or booking status
• Create Xero invoice — generate and sync an invoice to Xero
• Call webhook — send data to an external URL

Actions use your existing message templates and Xero configuration, so there is no extra setup required.