Accelo's Triggers allows users of our Premium tier to set up automated actions - including things like creating tasks, sending emails or updating fields or statuses - across Companies, Contacts, Requests, Sales, Projects, Issues and Retainers. With Triggers, you can set up Accelo to run your business and processes automatically, making sure things don't fall through the cracks and ensuring that you and your colleagues can focus on doing what you love instead of having to do lots of busywork and information shuffling.
While powerful, one of the shortcomings of our Triggers was that it wasn't "real time" - Triggers would be checked and run every 15 minutes or so. With the hundreds of millions of records across the whole Accelo user base, this made sense for checking things like "is this issue overdue?" or "has it been more than 3 weeks since we contacted this client?", but of course, there are other times where you want Triggers to be more real time.
Today we've rolled out an upgrade which will fire Triggers in close to real-time whenever an object which could have a trigger rule applied to it (i.e. clients, contacts, requests, sales, projects, tickets or retainers) is created or updated.
This is especially useful if you want to automatically convert a Request to a Ticket because the Subject of the Request contains "Urgent" or if the Request came from a client who falls into the VIP category. Other examples include setting the billable rate for an Issue to be a higher hourly rate if it's created on a weekend, or changing the status on a Sale, Project, or Retainer and having a notification and other fields update magically - without needing to send your users through a progression flow.
If you've got any questions about this improvement, please don't hesitate to email [email protected]. For those who're curious, this was an important gateway step to delivering our Q4 Priority of "Email Initiated Triggers".
