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How to create an event automatically using Time-Based Triggers in the Estimates App?

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Updated on June 1, 2020 07:41AM by Admin

  • In the Estimates App of Apptivo, select the Settings from the App Header.
App Header

  • From the Settings page, select Estimates → Triggers → Time Based.
Settings

  • In the Time Based Triggers page, select Create to create a new trigger.
Trigger Page

  • Add a name for the trigger in the Create Trigger page. In addition, enable the toggle to keep the trigger active.
  • Determine the execution frequency for the trigger. State whether the trigger is one time or recurring.
  • As stated below, an one time trigger is chosen along with the trigger date and time. The date and time are set as May 29, 2020, at 10 AM.
Basic Information

  • In the Criteria section, the condition is set to generate a trigger if the estimate is created by Caroline Forbes.
Criteria

  • Select the Actions dropdown and select Create Event to create an event automatically.
Actions

  • In the Create Event side panel, add the name, date, time, participants, and other information related to the event.
  • Select Create to complete the configuration.
Create Event

  • In the Create Trigger page, select create to create a new trigger.
Trigger Configuration

  • You will be notified that a trigger is created successfully.
Trigger Created

  • Consider a new estimate in the Estimates App of Apptivo is created by Caroline Forbes.
Estimate Created

  • As the criteria match, an event will be created automatically at the specified time. Here, May 29, 2020, at 10 AM.
Event Created