Fortix PlatformFortix Freedom Business Systems NotificationsEvent - opportunity.next.step.in.x.days

Event - opportunity.next.step.in.x.days

This notification event is used to send notifications about opportunities, whose next step is X days in the past / future.

Event is fired for all the opportunities, which meet the following criteria:

  • opportunity's next step - reminder date - is X days in the past / future
  • OR opportunity's next step - work request delivery date - is X days in the past / future

Following attributes are supported for the event:

  • Days Interval: Required. Will filter opportunities, which has next step X days in the past / future - negative value is for the past.
  • Days Type: All / Business Days. Whether all days or only business days (week days) should be calculated for Days Interval.
  • Opportunity Statuses: Optional. If selected, only opportunities with selected statuses will be filtered.
  • Opportunity Types: Optional. If selected, only opportunities with selected types will be filtered.
  • Exclude Opportunities Tagged As: Optional. If selected, only opportunities without the selected tags are filtered.
  • Include Opportunities Tagged As: Optional. If selected, only opportunities with the selected tags are filtered.
  • Project Types: Optional. If selected, only opportunities with selected project types will be filtered.
  • Source: Optional. If selected, only opportunities with selected source will be filtered.

Supported actions:

  1. Process: Selected process will be executed with parameters:
    • Opportunity ID
    • Customer ID

0 Comments

Add your comment

E-Mail me when someone replies to this comment