Events · Overview
In Agendize, beyond native notifications, you can configure custom workflows to automate actions based on specific event-related triggers (such as registrations or session start/end).
These workflows are managed in a separate module and follow a simple logic:
➡️ Trigger → Action (optional delay)
Note
In the new console, these automations are managed in the Automations module (side menu, lightning icon), Scenario tab; the emails sent by actions are chosen from the messages in the Messages tab. See The Automations module — Overview.
Available Triggers (Event-related)
A workflow can be triggered when one of the following event-related actions occurs:
- New registration to an event’s waiting list
- Cancellation of an event registration
- New registration to an event
- A session starts
- A session ends
⚙️ Available Actions
After a trigger is activated, one or more of the following actions can be executed:
- Send an email to the client
- Add a tag to the client
- Send an SMS to the client
- Send a watch
- Send an email to the staff member (intervenant)
⏱️ Delayed Actions
Each action can be executed after a specific delay:
- Toggle "Add a delay"
- Set a time value (e.g.,
1) and a unit (minutes,hours,days) - The action will be executed after the configured delay from the trigger event
Examples of usage:
- Send an email reminder 1 day before a session
- Send a thank-you SMS after an event ends
- Notify a watcher immediately upon a new registration