Automation Overview

DebtRecoup's automation system allows you to create triggers that automatically perform actions when specific events occur on accounts. This reduces manual work and ensures consistent handling of accounts based on your business rules.

What is Automation?

Automation in DebtRecoup is built around triggers - rules that define:

1. When - The event that starts the trigger (e.g., account created, payment posted)
2. For - Optional conditions to filter which accounts the trigger applies to
3. Then - The actions to perform when the trigger fires

Benefits of Automation

Consistency

• Apply the same rules to all accounts that meet your criteria
• Reduce human error in routine tasks
• Ensure compliance with your collection processes

Efficiency

• Automatically change statuses based on account activity
• Send emails without manual intervention
• Assign accounts to collectors based on conditions

Time Savings

• Reduce repetitive manual tasks
• Focus collector time on actual collection activities
• Process accounts 24/7, even outside business hours

Common Use Cases

Status Management

• Automatically change status when balance reaches zero
• Move accounts to a specific status after X days without payment
• Update status when a payment plan is added

Notifications

• Send payment reminder emails before due dates
• Notify debtors when payments are posted
• Send confirmation emails for new payment plans

Account Assignment

• Assign new accounts to specific collectors
• Reassign accounts based on payment activity
• Route accounts by client or portfolio

Data Cleanup

• Zero out remaining balances when appropriate
• Delete halted payments under certain conditions
• Add notes for compliance documentation

Getting Started

1. Navigate to Automation in the main menu
2. Review the Triggers documentation to understand how to build triggers
3. Start with simple triggers and add complexity as needed

Best Practices

Start Simple

Begin with straightforward triggers (one event, one action) before creating complex multi-condition rules.

Test First

When creating triggers that modify accounts, test on a small set of accounts first to verify the behavior matches your expectations.

Edit Carefully

Editing an existing trigger can cause it to re-fire on accounts that were recently processed. Consider creating a new trigger instead of modifying existing ones.

Related Topics

• Triggers - Detailed guide to creating and managing triggers
• Notifications - Receive alerts when triggers fire
• Email Templates - Create templates for automated emails
• Status Configuration - Configure statuses for trigger actions