| | |---| | `low_stock`
Fired when an inventory item's stock level falls below its reorder threshold. | | `expiring_stock`
Fired when a held inventory item is approaching its expiration date. | | `overdue_checkout`
Fired when a checked-out inventory item is not returned by its due date. | | `loan_returned`
Fires when the last unit on a loan comes back and the agreement closes. The end of a loan is the moment worth acting on: it is when a borrower has had the equipment and formed an opinion of it, and when the paperwork can be followed up without chasing somebody who still has a wheelchair. A partial return does not fire — the loan is still out. | | `invoice_overdue`
| | `invoice_unpaid_days`
Fired when a customer invoice has remained unpaid for a configured number of days. | | `work_order_overdue`
Fired when a manufacturing work order is not completed by its scheduled finish date. | | `work_order_status_changed`
Fired when a manufacturing work order transitions to a different status. | | `sales_order_created`
Fired when a new sales order is created in the system. | | `purchase_order_created`
Fired when a new purchase order is created in the system. | | `purchase_order_submitted`
Fired when a purchase order is submitted to its vendor, with the total recomputed from the order's lines. This is the trigger a spend threshold belongs on. `PurchaseOrderCreated` fires while the order is still header-only, so a `total_amount >= X` condition there is evaluated against $0 and can never match. | | `opportunity_stage_changed`
Fired when a CRM opportunity moves to a different pipeline stage. | | `customer_segment_changed`
Fired when a customer is added to or removed from a segment. | | `rental_overdue`
Fired when a rental agreement is not returned by its scheduled end date. | | `appointment_booked`
Fired when a customer books an appointment, from the public page or by staff. | | `appointment_cancelled`
Fired when an appointment is cancelled, by staff, the portal or the public link. | | `appointment_no_show`
Fired when an appointment is marked as a no-show. | | `appointment_upcoming`
Fired at each of an appointment type's reminder lead times, alongside the reminder itself. This is the hook for a business's own cadence — text the technician, raise a task, call a webhook — without a setting for each. | | `schedule_daily`
Fires once every day at a configured time. | | `schedule_weekly`
Fires once every week on a configured day. | | `schedule_monthly`
Fires once every month on a configured day. |