TracCloud: TracFlow

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TracCloud Technical Documentation

• Contents

• Mail Server

• Data Import

• Data Export

• Single Sign-on

• Custom URL

• SFTP SSH Keys

• API

• Migration from 4.0

TracFlow

TracFlows in TracCloud allow you to automate a variety of actions within TracCloud.

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.

Automation Goal

Once you know what you want to automate, Redrock Software will work with you to determine the best way to accomplish this.

Trigger

What should cause this TracFlow to be initiated?

Data Modification

TracFlow can trigger an action based on a modification to a record.

Schedule

TracFlow can trigger an action on a set schedule of your choice.

Manual

TracFlow can trigger an action from a manual click by a user.

Actions

Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.