Account Refund Limit Reached
Delivers a notification when the refund limit for your account has been reached.
Account Login Blocked
Delivers a notification when an account login has had three failed attempts from one IP address.
Account Status Change (Activate/Deactivate)
Delivers a notification when an account is activated or deactivated.
Account With Negative Credit Balance Activated
This will deliver a notification when an account with a negative credit balance has been switched to active.
Active Brokers 14 Days Without Leads
This will send a notification after 14 days (2 weeks) if your active brokers have not gotten any leads.
Broker's Credit Card Failure
This will deliver a notification when one of your broker's credit cards doesn't go through.
Broker's Lead Limit Reached
This will deliver a notification when one of your brokers has reach their lead limit for the day.
Broker's Monthly Max Spend
This will send a notification when one of your brokers has reached their max spend for the month.
Broker's Transaction Failure
This will deliver a notification when a broker has a transaction that has failed.
Change in Filters
Delivers a notification when a filter set is modified.
CIM Recurring Charge In 2 Days
Sends a notification when your CIM charge will be authorized in 2 days (48 hours).
Credit Card Added to Authorize.net CIM
Delivers a notification when a new form of payment is added for an Authorize.net CIM.
Credit Card Removed From Authorize.net CIM
Delivers a notification when a new form of payment is removed for an Authorize.net CIM.
Credit Limit Changed
Delivers a notification when an account’s credit limit is adjusted or removed.
CRMStatus - Closed
The action is when the CRMStatus is set to Closed, indicating a sale.
Custom Delivery Failure
This notification send when a custom delivery has failed.
Custom Delivery Timeout
Delivers a notification when a lead sent to another system is not accepted because it took too long to process.
Daily Limit Reached - Filter Level
Delivers a notification when a filter is preventing any more leads because of its daily limit.
Daily Limit Reached - Lead Type Level
Delivers a notification when a specific lead type is preventing any more leads because of its daily limit.
Daily Limit Reached - Partner Level
Delivers a notification when a partner’s settings are preventing any more leads because of a daily limit.
Delivery Messages Threshold Reached
Delivers a notification when the maximum amount of delivery messages have been sent out.
Email Delivery Failure
Sends a notification when an email has failed to be delivered.
Error In Emails
Delivers a notification when the system rejects an email with an error.
Error in Lead Insert
Delivers a notification when the system rejects a lead with an error.
Filter Set Added
Sends a notification when a filter set is added.
Filter Set Status Change
Delivers a notification when a filter set is activated or deactivated.
Filter Set Updated
Sends a notification when a filter set is updated.
First Matched Lead
Delivers a notification when your first lead has been matched.
IPR Call Failed
Delivers a notification when an inbound call fails to connect or last long enough to count as a sale.
IPR Call to Default Phone
Delivers a notification when an inbound call redirects to the default phone.
IPR Notification
Delivers a notification when an a change has been made to any Phone Routing setting, such as ordering new numbers, or changing phone campaign values.
IPR Voice File Ready
Delivers a notification when recorded inbound calls are available to listen to.
Lead Browser Export
Sends a notification when a lead has been exported through a web browser.
Lead Declined
Delivers a notification when a lead is rejected for any reason.
Lead Declined By Call Center
Sends a notification when a call center declines a lead.
Lead Manual Review Unmatched
Sends a notification when a lead needs to be reviewed manually because of an unmatched status.
Leads Put in Manual Review
Delivers a notification when a lead is put into the manual review queue awaiting further action.
Lead Refund Denial
Sends a notification when a refund for a lead has been denied.
Lead Refund Approval
Delivers a notification when a lead refund has been approved.
Lead Refund Approval/Denial
Delivers a notification when a lead refund is successfully approved or denied.
Lead Refund Request
Delivers a notification when a lead refund request is processed in your system.
leadQC Fail
Delivers a notification when leadQC is not able to qualify or fail a lead.
leadQC Reject
Delivers a notification when leadQC rejects a lead for being too low of quality.
Low Account Balance
Delivers a notification when a partner has a low account balance. The trigger for the dollar amount is set in each Partner’s Invoicing/Billing tab.
Low Account Balance Autocharge
Delivers a notification when a Partner’s account is autocharged using Authorize.net CIM because their balance dropped below the set trigger dollar amount. The charge can end up being a success or a failure.
Low Account Balance Autocharge - Success
Same as Low Account Balance Autocharge but only if the autocharge is successfully processed.
Manual Payment
Delivers a notification when an account has money manually added or subtracted via the Transactions tab.
Monthly Limit Reached - Filter Level
Delivers a notification when a partner’s settings are preventing any more leads because of a monthly limit.
Monthly Limit Reached on 90% - Partner Level
Delivers a notification when your monthly limit has reached 90% of its limit.
Monthly Limit Reached - Lead Type Level
Delivers a notification when a partner’s settings are preventing any more leads because of the specific lead type.
Monthly Limit Reached - Partner Level
Delivers a notification when your monthly limit has reached 100% of its limit.
New Lead - Call Center Verification
Delivers a notification when a new lead in your system has been verified by a call center.
New Lead - Matched
Delivers a notification when a new lead in your system is successfully matched with a buyer.
New Lead - Matched IPR
IPR stands for inbound phone routing. Sends a notification when a phone lead has been matched.
New Lead - Matched with Any of the Listed Partners
Delivers a notification when a new lead in your system is matched with specific partners that you select.
New Lead - No Matches
Delivers a notification when a new lead fails to find a match in your system.
New Lead - Unmatched
Sends a notification when a lead has been granted the unmatched status.
New Signup
Delivers a notification when a new Partner account has been created.
New Ticket
Delivers a notification when a work ticket is assigned to you.
Partner Simple Note - Add
Sends a notification when a partner has added a note.
Partner Simple Note - Edit
Sends a notification when a partner has edited a note.
Payment on Account
Delivers a notification when a payment is attempted to be made on an account in your system.
Payment on Account - Failure
Delivers a notification when a payment is attempted but is met with an error response.
Payment On Account Refund - Success
Delivers a notification when a refund is attempted and is met with a success response.
Payment on Account - Success
Delivers a notification when a payment is attempted and is met with a success response.
Payment on Account - Success - First Time
Delivers a notification when an account’s first payment succeeds.
Phone Number Added To DNC List
Sends a notification when a phone number has been added to the Do Not Call list.
Reminder
Set up a notification to be reminded about anything after a set amount of time.
Sales Rep Assigned To Partner
Delivers a notification when a sales representative has a partner they have been assigned to.
Scheduler Created
Sends a notification when a schedule has been created.
Scheduler Deleted
Sends a notification when a schedule has been deleted.
Source Mass Add/Delete To/From Partners
When a source (SRC) has been mass added or deleted to or from a partner/s.
SMS Notification
Sends a notification when an SMS (text) message has been sent.
Source Created
Sends a notification when a source (SRC) has been created.
Source Status Change (Activate/Deactivate)
Delivers a notification when a source is activated or deactivated.
Source Update
Sends a notification when a source (SRC) has been updated.
Support Ticket - Changes made by Support
Delivers a notification when the client services team adjusts a support ticket.
Suspension Alert
Sends a notification when your system is in danger of being suspended.
Test Lead
Use this to configure a standard test lead that you can send to partner via the Lead Filter Sets.
Test Lead Email
Use this to configure a standard test lead email that you can send to partner via the Lead Filter Sets.
Ticket - New Conversation
Delivers a notification when a new conversation is started on an open ticket.
Ticket Closed
Delivers a notification when a support ticket is closed.
Transaction on Account - Setup Fee
Delivers a notification when a manual payment type “Setup Fee” has been made via the Transactions tab.
Vendor/Source Lead Limit Exceeded
Sends a notification when a vendor or source has exceeded their lead limit.
Vendor Status Changed from NOT APPROVED
Delivers a notification when a vendor is approved in your system.
Vendor Status is Set to ACTIVE/INACTIVE
Delivers a notification when a vendor goes inactive or becomes inactive again.
Weekly Limit Reached - Filter Level
Sends a notification when the weekly lead limit has been reached for a specific filter set.
Weekly Limit Reached - Lead Type Level
Sends a notification when the weekly lead limit has been reached for a specific lead type.
Weekly Limit Reached - Partner Level
Sends a notification when the weekly lead limit has been reached for a specific partner.
