Documentation Index Fetch the complete documentation index at: https://sailia-mintlify-waitlist-email-1778164078.mintlify.app/llms.txt
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This page lists every trigger available in automated workflows . Each trigger fires when a specific event occurs, and you can attach one or more workflow communications to any trigger.
Booking triggers Trigger When it fires Common use case Booking confirmed A customer completes payment for a booking Send a welcome email with what to bring Basket created A new basket is created and awaiting payment Send a payment reminder Basket expired A pending basket passes its expiry time without payment Prompt the customer to rebook Invoice pending An invoice is raised and awaiting payment Notify the customer of the outstanding invoice Invoice overdue An invoice passes its due date without payment Send a follow-up payment reminder
Course and session triggers Trigger When it fires Common use case Course starting A set time before (or after) the first session of a course Send a reminder 24–48 hours before Course ending A set time before (or after) the last session of a course Send a thank-you email with rebook link Course start waiver reminder Before a course starts, only for customers with incomplete waivers Remind customers to complete their waiver Session starting (instructor) Before an individual session begins Notify the instructor with register link and location
Group booking triggers Trigger When it fires Common use case New group booking A group booking is paid Prompt the organiser to complete participant details Group booking reminder Before the first session, if participant details are still incomplete Follow-up reminder for missing details
Membership triggers Trigger When it fires Common use case Membership requested A customer submits a new membership request Send a confirmation that the request is being reviewed Membership started A membership becomes active Send a welcome email with membership benefits Membership renewal A set time before a membership’s billing cycle renews Notify members before their next charge Membership rejected A membership request is rejected Inform the customer with next steps Membership cancelled A membership is cancelled Send a farewell email or win-back offer Membership past due A membership payment fails and the subscription becomes past due Alert the member to update their payment method Membership payment info required A membership requires updated payment details Prompt the customer to update their card
Instalment triggers Trigger When it fires Common use case Instalment due An instalment payment becomes due Remind customers about upcoming payments Instalment paid An instalment payment is successfully collected Confirm the payment was received Instalment plan started A new instalment plan is created Outline the payment schedule Instalment plan completed All instalments in a plan are fully paid Confirm the plan is complete Instalment plan abandoned A plan is terminated due to missed payments Notify the customer and explain next steps
Account triggers Trigger When it fires Common use case New client account A new customer account is created Send a welcome email with booking page link New staff account A new staff member account is created Send onboarding instructions
Waiver and waitlist triggers Trigger When it fires Common use case Waiver pending A customer has outstanding waivers to complete Send a reminder with a direct link Waitlist spot available A spot opens on a waitlisted session Notify the customer to book
Qualification triggers Trigger When it fires Common use case Qualification expiry A set time before (or after) a staff member’s qualification expires Remind staff to renew certifications before they lapse
Qualification merge fields The qualification expiry trigger provides these merge fields for personalizing your messages:
Merge field Description Staff name The name of the staff member whose qualification is expiring Staff email The staff member’s email address Staff phone The staff member’s phone number Qualification name The name of the qualification Qualification expiry date The expiry date of the qualification Qualification certificate number The certificate number, if one is recorded Open in Sailia link A direct link to the staff dashboard
You can send qualification expiry notifications to the staff member, an admin, or both. Use the Staff email and Admin email recipient variables to control who receives the message.
Staff triggers Trigger When it fires Common use case Instructor assigned An instructor is assigned to a booking or session Notify the instructor of their assignment Availability request submitted A staff member submits a time-off request Alert admins to review the request Availability request responded An admin approves or rejects an availability request Notify the staff member of the decision Timesheet invoice submitted A staff member submits a timesheet invoice Alert admins to review the invoice Timesheet invoice approved An admin approves a timesheet invoice Notify the staff member Timesheet invoice rejected An admin rejects a timesheet invoice Notify the staff member with feedback Timesheet invoice paid A timesheet invoice is marked as paid Confirm payment to the staff member Timesheet invoice voided A timesheet invoice is voided Notify the staff member
Automated workflows Learn how to create, configure, and manage workflows.
Notifications and emails Understand the automatic emails Sailia sends.
