This page defines all the Notification triggers available including:

  • Trigger name
  • Fires when – a description of the action in iPoint that will create and send the notification
  • Criteria possibilities – a list of the choices available
  • Operator – a list of available operators (displayed in parentheses)
  • Criteria Value – what options are available [displayed in brackets]

Cash Bag Account

Fires when: the cash bag account in Autos module is used.
Criteria Possibilities

  • $$Cash Balance (Equal, Greater or Equal, Greater Than, Less or Equal, Less Than, Not Equal) [Other…]
  • $$Vehicle (Equal, Not Equal) [Vehicle name]: set up in Autos > Auto List

Change Order Approved

Fires when: a change order has been approved and committed.
Criteria Possibilities

Change Order Status Change

Fires when: the status on a change order is modified.
Criteria Possibilities

Customer Rep Change

Fires when: the name of the sales representative has been changed on a customer record.
Criteria Possibilities

E-Signature Change Order Accepted

Fires when: a change order with an E-Signature has been accepted by the customer.
Criteria Possibilities

E-Signature Change Order Declined

Fires when: a change order with an E-Signature has been declined by the customer.
Criteria Possibilities

E-Signature Change Order Viewed

Fires when: a change order with an E-Signature has been viewed by the customer.
Criteria Possibilities

E-Signature Proposal Accepted

Fires when: a proposal with an E-Signature has been marked accepted by the customer.
Criteria Possibilities

E-Signature Proposal Declined

Fires when: a proposal with an E-Signature is marked declined by the customer.
Criteria Possibilities

E-Signature Proposal Viewed

Fires when: a proposal with an E-Signature has been viewed by the customer.
Criteria Possibilities

Invoice Deleted

Fires when: an invoice is deleted
Criteria Possibilities

Invoice New

Fires when: a new invoice is created
Criteria Possibilities

  • $$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
  • $$Invoice_Type (Equal, Not Equal) [Delivery, RFP, or Standard]: based on the type of invoice (There are no settings to adjust these options) – New in 10.0205
  • $$IsRecurringInvoice (Equal, Not Equal) [False, True]: based on if the invoice is a recurring invoice or not. – New in 10.0205
  • $$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
  • $$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General

Invoice Payment Received

Fires when: a payment is received against an invoice.
Criteria Possibilities

Invoice Pushed to QB

Fires when: an invoice has been synced to QuickBooks.
Criteria Possibilities

Invoice Status Change

Fires when: the status of an invoice is changed.
Criteria Possibilities

Invoice Web Portal Viewed

Fires when: a customer visits the credit card payment web portal for the first time
Criteria Possibilities

iPointTech Data Collision

Fires when: a record in the iPointTech app is outdated and would over-write more current information in iPoint.
Criteria Possibilities

  • none at this time

Lead Status Change

Fires when: the lead status field on a customer record is modified.
Criteria Possibilities

New Change Order

Fires when: a change order is created on a sales order.
Criteria Possibilities

New Item

Fires when: a new item is created.
Criteria Possibilities

New Project

Fires when: a new project is created.
Criteria Possibilities

New Project or WO Task

Fires when: a new task is created on a project or work order.
Criteria Possibilities

New Proposal

Fires when: a new proposal is created
Criteria Possibilities

New Purchase Request

Fires when: a purchase request is added to the Purchase Request Manager.
Criteria Possibilities

New Sales Order

Fires when: a proposal is converted to a sales order.
Criteria Possibilities

New Stock Transfer Form

Fires when: a stock transfer form is created.
Criteria Possibilities

New Work Order Task

Fires when: a new task is added to a work order.
Criteria Possibilities

Note Added

Fires when: a note is added (in customers, projects, work orders)
Criteria Possibilities

Part Added to Project or Work Order

Fires when: a part has been added on the Parts Added tab to a project or a work order.
Criteria Possibilities

PO Approved

Fires when: a purchase order is marked approved
Criteria Possibilities

PO Item Back Ordered

Fires when: an item on a purchase order is marked as back-ordered
Criteria Possibilities

PO New

Fires when: a new purchase order is created.
Criteria Possibilities

  • $$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
  • $$SO Project Manager (includes) [iPoint Users marked Project Manager]: set up in Settings > Users > General
  • $$SO Sales Rep (includes) [Other…]
  • $$SO Technical Designer (includes) [Other…]

PO Pushed to QB

Fires when: a purchase order has been synced to QuickBooks.
Criteria Possibilities

  • $$SO Project Manager (includes) [iPoint Users marked Project Manager]: set up in Settings > Users > General
  • $$SO Sales Rep (includes) [Other…]
  • $$SO Technical Designer (includes) [Other…]
  • $$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

PO Received in Full

Fires when: a purchase order is marked Received in Full.
Criteria Possibilities

  • $$SO Project Manager (includes) [iPoint Users marked Project Manager]: set up in Settings > Users > General
  • $$SO Sales Rep (includes) [Other…]
  • $$SO Technical Designer (includes) [Other…]
  • $$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

PO Status Change

Fires when: the status of a purchase order is changed.
Criteria Possibilities

Product Request Allocated in Full

Fires when: a product allocation matches the quantity sold on a sales order.
Criteria Possibilities

  • $$Requested By (Equal, Not Equal) [iPoint User who placed the product request on the Sales Order]: set in Sales Order > Product > Product Manager
  • $$SO Project Manager (Equal, Not Equal) [iPoint User defined as the project manager on the Sales Order where the product request was generated]: set in Sales Order > Info
  • $$SO Sales Rep (Equal, Not Equal) [iPoint User defined as the sales representative on the Sales Order where the product request was generated]: set in Sales Order > Info

Product Request for Invoice Created

Fires when: a product request is created from an invoice.
Criteria Possibilities

Product Request for Invoice Ordered

Fires when: a product request for an invoice has been added to a Purchase Order
Criteria Possibilities

Product Request for Invoice Received

Fires when: the product that was requested on an invoice was received on the associated Purchase Order.
Criteria Possibilities

Project Custom 1 Change

Fires when: the Custom 1 field on a project is changed.
Criteria Possibilities

Project Custom 2 Change

Fires when: the Custom 2 field on a project is changed.
Criteria Possibilities

Project Status/Phase Change

Fires when: the status or the phase is changed on a project.
Criteria Possibilities

Proposal Status Change

Fires when: the proposal status is changed
Criteria Possibilities

Returned Product

Fires when: a product is returned
Criteria Possibilities

RMA Status Change

Fires when: the status of an RMA is changed.
Criteria Possibilities

Sales Order Billing Status Change

Fires when: the Billing Status of a sales order is changed
Criteria Possibilities

Sales Order Labor Utilization

Fires when: the labor used is a specific percentage of the labor sold on a sales order. This detail is also reported on the Labor Sold vs Used report on a Sales Order.
Criteria Possibilities

  • $$Utilization (Equal, Greater or Equal, Greater Than, Less Or Equal, Less Than, Not Equal) [a number entered from the dropdown choices].

Sales Order Product Manager Status Change

Fires when: the Product Manager status of a Sales Order changes
Criteria Possibilities

Sales Order Reverted to Proposal

Fires when: a sales order is reverted back to a proposal
Criteria Possibilities

Sales Order Status Change

Fires when: the status of a change order is changed
Criteria Possibilities

Sales Order Substitution

Fires when: an item has been substituted on a sales order
Criteria Possibilities

Specific Item Is Sold

Fires when: a proposal is converted to a sales order
Criteria Possibilities

  • $$Item (Equal, Not Equal) [Item]: set up in Items

Stock Transfer Form Fulfilled

Fires when: a stock transfer form is marked fulfilled.
Criteria Possibilities

Stock Transfer Form Submitted

Fires when: a stock transfer form is marked as submitted.
Criteria Possibilities

Time Clock

Fires when: a time clock entry is made.
Criteria Possibilities

  • $$Employee (Equal, Not Equal) [Active iPoint Users]: setup in Settings > Users
  • $$Time Of Day (After, Before) [Other…]: Manually type in a value (e.g. 3:35 PM)

Time Used of Sold

Fires when: the percentage of labor performed compared to labor sold exceed a specific percentage.
Criteria Possibilities

  • $$Utilization (Greater Than) [percentage amount].
  • Notes:
    • The number used for this calculation comes from the Sales Order List view showing “Time Used of Sold”.
    • This trigger will only fire once per sales order. So, if the work performed on Monday causes the labor used to exceed the designated criteria, the notification will be sent. But additional work completed on Tuesday will not cause the notification to be sent a second time.
    • If you want a notification when a job exceeds 70% labor AND 85% labor, you’ll need to create multiple notifications.

Vehicle Mileage

Fires when: vehicle mileage is updated
Criteria Possibilities

  • $$Start Time (After, Before) [Other…]: Set any time, formatted 1:00 PM
  • $$Stop Time (After, Before) [Other…]: Set any time, formatted 1:00 PM
  • $$Time Of Day (After, Before) [Other…]: Set any time, formatted 1:00 PM
  • $$Vehicle (Equal, Not Equal) [Vehicle Name]: Set in Autos (module) > Auto Record

Work Order Custom 1 Change

Fires when: the custom field #1 is changed on a work order: set up in Settings > Module Settings > Work Orders (tab) > Custom Field 1 Name
Criteria Possibilities

Work Order Custom 2 Change

Fires when: the custom field #2 is changed on a work order: set up in Settings > Module Settings > Work Orders (tab) > Custom Field 2 Name
Criteria Possibilities

Work Order Start & Stop

Fires when: a technician starts work on a work order by clocking in or stops work on a work order by clocking out.
Criteria Possibilities

  • $$Memo Exists (Equal, Not Equal) [False, True]
  • $$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
  • $$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
  • $$Start Time (After, Before) [Other…]
  • $$Status (Equal, Not Equal) [Work Order Status]: set up in Settings > Pop Up Lists > Work Order Status
  • $$Stop Time (After, Before) [Other…]
  • $$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
  • $$Time Of Day (After, Before) [Other…]
  • $$Type (Equal, Not Equal) [Check In, Check Out]: restricts this notification to either check in to work order or check out of work order
  • $$WO Type (Equal, Not Equal) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

Work Order Status Change

Fires when: the status of a work order has been changed.
Criteria Possibilities

Work Order Task Status Change

Fires when: the status of a task on the work order has been changed.
Criteria Possibilities

Work Order Type Change

Fires when: the Work Order Type field is changed on a work order
Criteria Possibilities

iPoint Version: 10.0316
Last modified: 19 Mar 2021

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.