System Actions

Action Types

A system Action is a simple event component. The System Actions, you can define an Action of one of the following types:

SMS - If you have configured Twillio, then you can send text messages to the users during an event trigger moment.

Mail Merge - You can pass the system a Mail Merge Word document, and it will send out a copy of the document to the specified recipients.

Email - To inform your end user or one of the backend operators that an event has happened, you can automatically send them an email at the event trigger moment.

Webhook - When using Bridge API, you may want to update certain systems during an event trigger moment. Here you can have the system send a webhook to a listener.

Delete Photo - During the Photo Approval process, you may want to automatically delete the Photo in the event of a Photo being rejected.

Delete ID Document - Sometimes, you may want to use an ID Document to be a reference point for your new photos during the approval process. If you only want to keep that ID Document until the point of a photo is approved, you can do that here.

Managing Actions

To add a system action, click on Actions under the Processes tab on the left-hand menu.

A new pane will pop open on the right-hand side. Here you can set the Name and choose the type of action. Depending on which action you select, the following fields will change.

For Email and SMS, when you select these actions, you can choose to send to either a User or a Profile.

When you select user, it will send to a backend operator defined as a user in the Admin center. You can read more about adding users here. Then in the Receiver box, you can check the users that you want to receive the email or sms message.

If you select Profile, then it will use the Email address, or Phone number of the Person associated profile to send the message to.

You can define the Subject, as well as the message that you will want to send to the user here in the Editor box.

If you will be sending a webhook, then you will need to specify the URL of the listener for your API calls.

Using a mail merge, click on the i button beside choose file to download a template.

The first step in the mail merge is to create a Word document with the merge fields configured (press "Download" and get a sample file)

After configuring the merge fields in the Word document, press the button "Choose File" and select the document that you wish to use

After selecting the document, the fields that are configured in the document will be displayed on the screen, followed by a drop-down for each one.

Please select the property from the dropdown that better suits the merge field and press "Save."

Note: Any merge field not associated with a property will be ignored and replaced by an empty space when the merge is executed

To delete a Photo or ID Document, you can set up an action with their respective types.

When you are finished with adding an Action, click on the save button at the bottom to return to the Actions Overview Screen.