Embedded Files
A new SIMPLer API Trigger has been added to send an electronic documents to customers that notifies them if specific details have been changed on their account (example: Name, Address, phone, email). This can be set for Customers in specific Status, like 'Current' for example.
To make use of this feature:
Go to Settings > External API (triggers)
The new option is called: "Customer_Details_Change_Trigger_Fields"
Fig 1: Customer_Details_Change_Trigger_Fields Trigger
POST generateElectronicDocument customerid=%CUSTOMERID%&document_id=19&senddoconly=1
%CUSTOMERID% is a variable that changes to the actual customer ID to be processed
document_id points at the electronic document definition
senddoconly - sends out document without any additional updates
Conditions are:
- only for updates
- only for current customers
Published Date: 28 Jan 2025
Engineer: PD
Contact Azotel Support:
Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.
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