Table of Contents
Action Rules are used to define and alter the behaviour of Pilvi™ Platform.
Action Rules allow you to define Actions that will be performed when certain conditions are met.
Action Rules are Site specific Rules that a Site Admin can set.
Action Rules cannot alter critical system processes, such as Service life times.
Example use cases for Action Rules:
- Sending email to Customers when some event occurs
- Sending a message to some 3rd party service when some event occurs
Pilvi Platform provides a set of default Action Rules that give you fully working message workflow for your Customer. You can of course alter it as you see fit.
Default Action Rule Preset
|Action Rule name||Description|
|Send email "Customer order confirmation"||Send Order confirmation message for new Orders.|
|Send email "Service canceled"||Notify the Customer when a Service is canceled.|
|Send email "Services expiring soon"||Notify the Customer of expiring Services 10 days before expiration.|
|Send email "Service expired because no payment"||Notify the Customer when a Service is expired, because no payment was received.|
|Send email "Service expired because canceled"||Notify the Customer when a Service is expired, as was requested by the Customer.|
|Send email "Invoice payment successful"||Notify the Customer when the Service has been paid with saved recurring payment method in off-session.|
|Send email "Invoice payment failed"||Notify the Customer when the payment couldn't be completed.|
|Send email "Invoice created"||Notify the Customer when an Invoice is created|
|Send email "Invoice reminder"||Notify the Customer when the Invoice is unpaid and the Invoice due date is approaching|
|Send email "Invoice overdue"||Notify the Customer when the Invoice is overdue|
|SERVICE_EXPIRES_IN||Scheduled (once a day)||NUMBER|
|SERVICE_HAS_BEEN_EXPIRED_FOR||Scheduled (once a day)||NUMBER|
May only be used with Primary conditions
|Name||Additional parameters||Required contexts|