Triggers

Triggers are the core of DebtRecoup's automation system. A trigger monitors for specific events and automatically performs actions when conditions are met.

Choose an account event, combine Status conditions with Or and And, add a note action, and save the trigger disabled.

Understanding Triggers

Each trigger consists of three parts:

Component	Description	Required
Event	What starts the trigger	Yes
Conditions	Which accounts the trigger applies to	No (defaults to all)
Actions	What happens when the trigger fires	Yes (at least one)

Click to enlarge - Automation triggers management page

Trigger Events

Events define when a trigger should evaluate. Select one event per trigger.

In the trigger dialog this field is labeled When Account.

Account Events

Event	Description
is Created	Fires when a new account is added to the system
is Updated	Fires when account data is modified
Balance is Changed	Fires when the current balance changes
is in a Status for	Fires when an account has been in a status for the entered number of days
Last Work Date is	Fires when the last worked date is the entered number of days ago
Status is Changed	Fires when the account status changes
Alert is Set	Fires when an account alert is set

Time-Based Events

Event	Description
Payment is due in	Fires the entered number of days before a queued payment is due

Payment Events

Event	Description
Single Payment is Added	Fires when a single payment is added
Payment Plan is Added	Fires when a payment plan is added
Payment is Posted	Fires when a payment is successfully processed
Payment is Declined	Fires when a payment attempt fails
Payment is Voided	Fires when a payment is voided
Payment is Charged Back	Fires when a payment is reversed

Communication Events

Event	Description
Last Call Disposition is Set	Fires when a call disposition is set on the latest call

Trigger Conditions

Conditions filter which accounts the trigger applies to. Without conditions, the trigger applies to all accounts that match the event.

Available Conditions

Condition	Description	Value Type
Client is	Filter by specific client	Select
Portfolio is	Filter by specific portfolio	Select
Status is / Status is now	Filter by status. The label changes to Status is now for the Status is Changed event.	Select
Balance is / Balance is now	Filter by balance amount. The label changes to Balance is now for the Balance is Changed event.	Money (with operator)
Debtor is Bankrupt	Filter for bankrupt debtors	Boolean
Debtor is Deceased	Filter for deceased debtors	Boolean
Latest Call Disposition is / Latest Call Disposition is Set to	Filter by last call outcome. Dispositions are grouped by direction.	Select
Configured custom fields	Filter by a configured custom field label	Text with operator

Balance Operators

When using the Balance is condition, you can select an operator:

• Equal to - Balance must exactly match
• Greater or Equal to - Balance must be at or above the amount
• Less or Equal to - Balance must be at or below the amount

Combining Conditions

• Use And to add additional conditions (all must be true)
• Use Or to add alternative values for the same condition type

The first condition row starts with Where. Additional different condition types are joined with And. Extra values for the same condition type are joined with Or.

Example: Trigger for accounts where:

• Status is "Active" And
• Client is "ABC Corp" Or Client is "XYZ Inc"

Trigger Actions

Actions define what happens when a trigger fires. You must have at least one action, and you can chain multiple actions together.

Available Actions

Action	Description	Value	Unique
Add a Note	Creates a note on the account	Text	No
Change Status to	Updates the account status	Select status	Yes
Assign To	Assigns the account to a user	Select user	Yes
Send Email	Sends an email using a provider and template	Select provider and template	No
Send SMS	Sends a text message using a provider and template	Select provider and template	No
Send MMS	Sends a multimedia message using a provider and template	Select provider and template	No
Send Notification	Sends a DebtRecoup or notification-provider message using a template	Select provider and template	No
Set Balance to Zero	Sets the account balance to zero	None	Yes
Delete Halted Payments	Removes halted payments	None	Yes
Void Remaining Payments	Voids remaining future payments with a note	Text	No

Unique Actions

Actions marked as "Unique" can only be used once per trigger. For example, you cannot have two "Change Status to" actions in the same trigger.

Creating a Trigger

1. Open Administration
2. Select Automation
3. Click Add

Click to enlarge - Create new trigger dialog with event, conditions, and actions

4. Choose whether the trigger is Enabled or Disabled

5. Select an Event

   • Choose what should trigger the action
   • For time-based events, enter the number of days

6. Add Conditions (optional)

   • Click Condition to add a filter
   • Select the condition type and value
   • Add more conditions with And or Or

7. Add Actions

   • Click Action
   • Select the action type
   • Configure the action value (if required)
   • Add additional actions as needed

8. Click Save

The Save button remains disabled until at least one action is selected.

Editing a Trigger

WARNING

Editing a trigger can cause it to re-trigger on accounts that have recently been processed. A warning message will appear when editing.

1. Locate the trigger in the list
2. Click the Edit (pencil) button
3. Make your changes
4. Click Save

Note: The event type cannot be changed when editing. To change the event, create a new trigger.

Deleting a Trigger

1. Locate the trigger in the list
2. Click the Delete (trash) button
3. Confirm the deletion

Trigger Execution

Immediate Events

Events like "Account is Created" or "Payment is Posted" trigger immediately when the action occurs.

Scheduled Events

Time-based events like "Account is in Status for X Days" are evaluated periodically by the system.

Examples

Example 1: Auto-Assign New Accounts

Goal: Assign all new accounts from Client ABC to collector John Smith

• Event: Account is Created
• Condition: Client is "ABC Corp"
• Action: Assign To "John Smith"

Example 2: Payment Reminder

Goal: Send reminder email 3 days before payment is due

• Event: Payment is due in 3 Days
• Action: Send Email "Payment Reminder Template"

Example 3: Zero Balance Status Change

Goal: Change status to "Paid in Full" when balance reaches zero

• Event: Balance is Changed
• Condition: Balance is Equal to $0.00
• Action: Change Status to "Paid in Full"

Example 4: Deceased Debtor Handling

Goal: Add a note and change status when debtor is marked deceased

• Event: Account is Updated
• Condition: Debtor is Deceased
• Actions:
  1. Add a Note "Account flagged - debtor deceased"
  2. Change Status to "Deceased"

Troubleshooting

Trigger Not Firing

1. Verify the event matches the action you're taking
2. Check that all conditions are being met
3. Ensure the trigger is not disabled
4. For time-based triggers, allow time for the scheduler to run

Trigger Firing on Wrong Accounts

1. Review your conditions - missing conditions means all accounts match
2. Check for typos in condition values
3. Verify the event is specific enough

Actions Not Completing

1. For email actions, verify the template exists and is valid
2. For status changes, ensure the target status exists
3. Check for permission issues with the assigned user

Related Topics

• Automation Overview - Introduction to automation
• Notifications - Receive alerts when triggers fire
• Email Templates - Create templates for automated emails
• Call Dispositions - Understanding call dispositions for triggers
• Status Configuration - Configure statuses for trigger actions