With Spectora Advanced, you can create actions based on particular events; including when an attachment is added, when a service or add-on is added, or when a report is published. In this article, we'll walk through a few common triggers for actions.
When a Report Attachment is Added
In this section, we'll go over how to set an action to trigger when a report attachment is added. This is useful if you upload PDF reports for radon results, mold testing, or water sampling.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click your profile picture in the top right corner of the Dashboard
Click "Actions" in the dropdown menu
Click to open the actions group where you'd like to add a new action
Click "+ Add Action"
Click the 3rd dropdown menu to change the action event
Select "Report Attachment Added After Scheduling/Confirmation"
Click "Next"
Click "+ Add Rule"
Set the rule as "HAS > Report attachment name contains > type of report (ex. Radon, Mold, Water)"
Click "Next"
Name your action if you'd like
Click "Next"
Select who the email is going to
Add a subject line
Fill out your email body and utilize the placeholders on the right to auto-fill important inspection data like address, date, and time
Click "Save"
Success! Now you have an action that will trigger out when you add an attachment.
🌟 Pro-tip: When entering the name/type of report in the rule, we recommend using one word. Using "Radon" is more successful than "Radon Report."
When a Report is Published
In this section, we'll go over how to set an action to trigger when a report is published. You can create actions for each of your services, which allows you to customize the verbiage in the email to be more compatible with the type of inspection. For example, you can create an action for when Commercial Inspection reports are published and have the body of the email only contain verbiage related to Commercial Inspections, and not any language about Home Inspections.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click your profile picture in the top right corner of the Dashboard
Click "Actions" in the dropdown menu
Click to open the actions group where you'd like to add a new action
Click "+ Add Action"
Click the 3rd dropdown menu to change the action event
Select "Report Published"
Click "Next"
Click "+ Add Rule"
Set the rule as "Has > Service > Inspection Type"
Click "Next"
Name your action if you'd like
Click "Next"
Select who the email is going to
Add a subject line
Fill out your email body and utilize the placeholders on the right to auto-fill important inspection data like address, date, and time
Click "Save"
🌟 Pro-tip: You can set up a publishing action for ALL inspections by not adding any rules. Having no rules on an action means it will be sent on all inspections, regardless of service type.
Looking for more actions? Check out our list of commonly-used actions here!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
