TracCloud: TracFlow: Difference between revisions
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TracFlows allow you to automate a variety of actions within TracCloud. These can be scheduled events or they can be triggered based on an action within the system. When initiated, a TracFlow can perform many different actions. From sending emails and modifying records to creating new referrals or surveys. | TracFlows allow you to automate a variety of actions within TracCloud. These can be scheduled events or they can be triggered based on an action within the system. When initiated, a TracFlow can perform many different actions. From sending emails and modifying records to creating new referrals or surveys. | ||
Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system. | Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system.<Br><br> | ||
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Revision as of 20:50, 21 March 2025
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Additional Features
TracFlow
TracFlows allow you to automate a variety of actions within TracCloud. These can be scheduled events or they can be triggered based on an action within the system. When initiated, a TracFlow can perform many different actions. From sending emails and modifying records to creating new referrals or surveys.
Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system.
Once you have an idea of an action or event that you want to automate, reach out to Redrock at helpdesk.go-redrock.com or at helpdesk@go-redrock.com and we'll walk you through the rest. We will work with you to determine the best way to accomplish this.
These are the possible options to initiate a TracFlow event.
Initiate a TracFlow when a record (or related record) is edited/modified.
TracFlow can trigger an action on a set schedule of your choice.
TracFlow can trigger an action from a manual click by a user.
Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.
Examples
Goal: Remind consultants to enter notes for their visits.
Trigger: Time Schedule, daily at 3pm.
Query: Find recent visits where visit notes is blank.
Action: Send an email to the consultant reminding them to enter their notes.
Goal:Send students a survey when their referral is resolved.
Trigger: Data modification, when referral is marked as resolved.
Action: Send a survey to the student.
Goal: Wish staff a happy birthday.
Trigger: Time Schedule, daily at 9am.
Query: Find staff where birthdate (custom field) is today.
Action: Send an email to the staff using Twig for personalization.