{"id":1114,"date":"2023-10-06T14:38:56","date_gmt":"2023-10-06T14:38:56","guid":{"rendered":"https:\/\/support.grispi.com\/knowledge-base\/how-do-i-create-a-trigger\/"},"modified":"2025-05-23T09:40:59","modified_gmt":"2025-05-23T09:40:59","slug":"how-do-i-create-a-trigger","status":"publish","type":"ht_kb","link":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-do-i-create-a-trigger\/","title":{"rendered":"How do I create a trigger?"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to create a trigger?\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/tMna0oW5t-Q?list=PLc1eYqKR7JPQuptdLLrsAqpDYu9dodBX5\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption class=\"wp-element-caption\">Create a Trigger <\/figcaption><\/figure>\n\n\n\n<p>Triggers are business rules that automatically perform actions when specified conditions are met after a ticket is created or updated. For example, when a user creates a new claim or when a specific date arrives, triggers detect these events and automatically perform predefined actions.<\/p>\n\n\n\n<p>Administrators can create automations by following the steps below.<\/p>\n\n\n\n<p>To add a trigger;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>Settings<\/strong> page and select the <strong>Triggers<\/strong> submenu from the <strong>Business Rules<\/strong> menu on the left.<\/li>\n\n\n\n<li>Click on the <strong>Add Trigger<\/strong> button.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/10\/trigger5-1-1024x338.png\" alt=\"\" class=\"wp-image-1062\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter a title for the trigger.<\/li>\n\n\n\n<li>Add conditions and actions for the trigger.<\/li>\n<\/ul>\n\n\n\n<p>A trigger consists of two parts:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Conditions that must be met for the trigger to work<\/li>\n\n\n\n<li>Actions to be taken when conditions are met<\/li>\n<\/ol>\n\n\n\n<p><strong>1. Conditions;  <\/strong><\/p>\n\n\n\n<p>Click the <strong>Add Condition<\/strong> button. Define the conditions under which you want the action to take place when an event occurs.<\/p>\n\n\n\n<p>If you want more than one condition to be met at the same time, add your conditions in the <strong>\u201cMeet all of the following conditions\u201d<\/strong> field.<\/p>\n\n\n\n<p>If you want the trigger to run when <strong>any<\/strong> of multiple conditions is met, add your conditions in the <strong>\u201cMeet any of the following conditions\u201d<\/strong> field.<\/p>\n\n\n\n<p><strong>2. Action;  <\/strong><\/p>\n\n\n\n<p>Click the <strong>Add Action<\/strong> button. Select the actions that will take place if the general conditions are met.<\/p>\n\n\n\n<p>You can update the priority, assignment, type, or other form fields, or send emails for tickets that meet the conditions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/10\/trigger4-1024x482.png\" alt=\"\" class=\"wp-image-1064\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Save it by clicking <strong>\u201cCreate.\u201d<\/strong><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Triggers are business rules that automatically perform actions when specified conditions are met after a ticket is created or updated. For example, when a user creates a new claim or when a specific date arrives, triggers detect these events and automatically perform predefined actions. Administrators can create automations by following&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"googlesitekit_rrm_CAowiMm_DA:productID":"","footnotes":""},"ht-kb-category":[46],"ht-kb-tag":[],"class_list":["post-1114","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-triggers"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.7 (Yoast SEO v20.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I create a trigger? - Grispi Support<\/title>\n<meta name=\"description\" content=\"How to create step by step trigger in Grispi? 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