The Rules and Filters section allows you to prepare a scenario for how the platform behaves when something specific happens. This is especially useful in situations where your company exchanges lots of envelopes, and not all of your users need to see all those notifications. Using rules, you can set up which envelopes trigger a notification sent to all users and which notifications are only sent to a particular user. You can also send an HTTP POST request to a webhook.
Step-by-step guide to set up a rule:
1. Add a rule
Click on the Add rule button.
2. Add a rule name
Type the rule name in the provided field.
3. Choose a trigger
Click the When field and choose a trigger.
Help
For example when a user has chosen Envelope received, it means that this rule will be triggered every time this company receives a new envelope.
4. Set amount (appears for certain triggers only)
Note
This step is only applicable if you select the Balance falls below option in the previous step. If a different option is selected, this step is skipped.
Click the Set amount field and enter the value at which you wish to receive the reminder.
5. Select the action
Click the Select action field and choose an action.
Note
If you chose action Send email to or Send an HTTP POST request to a webhook you will also be asked to enter the email / URL address in the next step.
Info
Click on the Add new action button enables you to add more actions for the same event.
6. Save the rule
Click the Save rule button to save and activate the rule.