Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

Smart Rules automate your manual tasks by leveraging an event-based engine. With Smart Rules, you can trigger actions based on specific events and conditions, simplifying your processes and saving time. You can access all your rules from here.

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What is a rule?

A rule is a combination of:

• An entity: what is impacted by the rule (e.g. customer, invoice)
• A trigger: when is the rule triggered (e.g. Customer is created)
• A filter: what conditions should the entity meet (e.g. Country = US)
• An action: what should be done (e.g. Send a notification)

The triggers, filters, and actions will depend on the entity to which they are applied to. You can find more details about those in the following articles:

• Customer Smart Rules
• Invoice Smart Rules

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Creating a rule

To create a rule, head to your Smart rules section and hit the New rule button.

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Activating a rule

Each rule can be activated or deactivated according to your needs. To do this, use the toggle in the smart rule list: Or the rule’s page: Both options will generate the following message, allowing you to apply the rule’s conditions to existing entities. To do so, click “Trigger all active rules for existing entities”:

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Editing and deleting a rule

You can edit any rule after it’s been created. However, proceed with caution, if you make changes and save them while the rule is active, the rule will stay active and immediately start functioning based on the updated parameters. You can delete a rule from the details view.

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Rule hierarchy - managing multiple rules

You can create as many rules as you need. When conditions are conflicting, the first rule in the list takes precedence. You should therefore place your most important rule at the top of the list. You can easily reorder the rules by dragging and dropping them to fit your needs.

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Isolate customers from being impacted by rules

It’s not possible to ensure a customer is never impacted by a rule, especially if they met some rules’ conditions. The solution is actually… a smart rule! The rule’s conditions depend on what you need for them. Let’s say you need these customers to have no workflow assigned, or a specific one.

1. Create an Upflow custom field (or from your source of truth), such as Boolean type (True/False), named “Smart Rules”, for example.
2. Create a smart rule in Upflow and ensure it’s at the top of the list.

3. Save and activate it!
4. Head to your Customers list view, select all customers concerned by this rule, and mass update the Smart Rules field with the value “False”.