Triggers

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

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)

Trigger Events

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

Account Events

Event	Description
Account is Created	Fires when a new account is added to the system
Account is Updated	Fires when any account data is modified
Balance is Changed	Fires when the current balance changes

Time-Based Events

Event	Description
Account is in a Status for X Days	Fires when an account has been in its current status for the specified number of days
Last Work Date is X Days Ago	Fires when the account's last work date matches the specified days ago
Payment is due in X Days	Fires X days before a scheduled payment is due

Payment Events

Event	Description
Single Payment is Added	Fires when a one-time payment is created
Payment Plan is Added	Fires when a payment plan is set up
Payment is Posted	Fires when a payment is successfully processed
Payment is Declined	Fires when a payment attempt fails
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 logged on the account

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	Filter by current account status	Select
Balance is	Filter by balance amount	Money (with operator)
Debtor is Bankrupt	Filter for bankrupt debtors	Boolean
Debtor is Deceased	Filter for deceased debtors	Boolean
Latest Call Disposition is	Filter by last call outcome	Select (grouped by direction)

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

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 template	Select template	No
Set Balance to Zero	Zeros out the remaining balance	None	Yes
Delete Halted Payments	Removes halted payments	None	Yes

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. Navigate to Automation in the main menu
2. Click the Add button

3. Select an Event
   • Choose what should trigger the action
   • For time-based events, enter the number of days

4. Add Conditions (optional)
   • Click + Condition to add a filter
   • Select the condition type and value
   • Add more conditions with And or Or

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

6. Click Save

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