™When a rule starts
Everything that can set one off.
| Group | Starts a rule when |
|---|---|
| Customer | A customer is added, or changed |
| Project | A project is created, completed, or goes quiet for 7 days |
| Invoice | An invoice is created, paid, or goes overdue |
| Task | A task is created, completed, or goes overdue |
| Team | Somebody joins or is removed |
| Booking | A booking is made |
| Landing page | A form is submitted |
| Your own lists | A record is created, changed, or deleted in a list you choose |
| Schedule | Every 15 minutes, hourly, daily, weekly on a day, or monthly on a date |
The thing that started the rule is available to every later step: the customer's name, the invoice total, the booking time. Pick them from the field picker when you write a message.
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