Tag events

This topic describes all automated tagging events. For information on how to configure automated tagging, see Automated tagging.

Tag event list

AML list possibly matched

Executes when a customer's data matches an entry in the AML list.

Customer created

Executes when a new customer is created.

To configure additional automations for this event, see Customer created.

Customer merged

Executes when two customer records are merged.

Customer one time password requested

Executes when a customer attempts to log in with One-Time Password (OTP) active.

Customer updated

Executes when an existing customer record is updated.

Experian check performed

Executes when an Experian identity check is performed.

Invoice abandoned

Executes when an invoice is abandoned.

Invoice issued

Executes when an invoice is issued.

To configure additional automations for this event, see Invoice issued.

Invoice paid

Executes when an invoice is paid.

Invoice partially paid

Executes when an invoice is partially paid.

Invoice partially refunded

Executes when an invoice is partially refunded.

Invoice past due

Executes when an invoice is past due.

To configure additional automations for this event, see Invoice past due.

Invoice refunded

Executes when an invoice payment is refunded.

Invoice reissued

Executes when an invoice is reissued.

Invoice voided

Executes when an invoice is voided.

KYC document accepted

Executes when a KYC document is accepted.

KYC document archived

Executes when a KYC document is archived.

KYC document created

Executes when a new KYC document is created.

KYC document modified

Executes when a KYC document is modified.

KYC document rejected

Executes when a KYC document is rejected.

KYC document reviewed

Executes when a KYC document is reviewed.

KYC request attempted

Executes when a KYC request is attempted.

KYC request failed

Executes when a KYC request fails.

KYC request fulfilled

Executes when a KYC request is fulfilled.

Lead source changed

Executes when a lead source is changed.

Order abandoned

Executes when an order is abandoned.

Order completed

Executes when an order is completed.

Payment card expired

Executes when a customer's payment card expires.

To configure additional automations for this event, see Payment card expired.

Renewal invoice payment declined

Executes when a renewal invoice payment is declined. A renewal invoice is a recurring invoice for a plan or product which is charged automatically.

To configure additional automations for this event, see Renewal invoice payment declined.

Subscription activated

Executes when a customer's subscription is activated.

To configure additional automations for this event, see Subscription activated.

Subscription canceled

Executes when a customer's subscription is canceled.

To configure additional automations for this event, see Subscription canceled.

Subscription reactivated

Executes when a subscription is reactivated.

Subscription renewal invoice issued

Executes when a subscription renewal invoice is issued.

To configure additional automations for this event, see Subscription renewal invoice issued.

Subscription churned

Executes when a customer's subscription is churned.

Subscription downgraded

Executes when a subscription is downgraded.

Subscription paused

Executes when a subscription is paused.

Subscription renewed

Executes when a customer's subscription is renewed.

To configure additional automations for this event, see Subscription renewed.

Subscription resumed after a pause

Executes when a subscription is resumed.

Subscription upgraded

Executes when a subscription is upgraded.

Transaction amount discrepancy found

Executes when a transaction amount discrepancy is found on reconciliation.

Transaction declined

Executes when a transaction is declined.

Transaction discrepancy found

Executes when a paid amount differs from the expected amount.

Transaction processed

Executes when a transaction has been successfully processed.

Soft usage limit reached

Executes when a soft usage limit is reached.

Hard usage limit reached

Executes when a hard usage limit is reached.