This topic describes all email notification events. For information on how to configure email notifications, see Email notifications.
To create automations that are not related to email notifications, see Events.
Executes when a customer requests a password reset. Use this event to send a password reset email to the customer.
Executes when a customer signs-up or requests verification to be resent. Use this event to send verification or sign-up information to the customer.
Executes when a customer's data matches an entry in the AML list. Use this event to notify the customer, a third party, or a member of staff about the new customer record.
Executes when an application is disabled. Use this event to notify the customer, a third party, or a member of staff that the application instance is disabled.
Executes when a new application instance is enabled. Use this event to notify the customer, a third party, or a member of staff about the new customer record.
Executes when a balance transaction is settled. Use this event to notify the customer, a third party, or a member of staff about the settled balance transaction.
Executes when a new customer is created. Use this event to notify the customer, a third party, or a member of staff about the new customer record.
Executes when a customer attempts to log in with One-Time Password (OTP) active. Use case this event to email the customer their one time password.
Executes when an existing customer record is updated. Use this event to notify the customer, a third party, or a member of staff about the change to the customer record.
Executes when a dispute, also known as a chargeback, is added to one of your transactions. Use this event to notify the customer, a third party, or a member of staff about the dispute.
Executes when a dispute, also known as a chargeback, is modified. Use this event to notify the customer, a third party, a member of staff, or your fraud agent with the status of the dispute.
Executes when an Experian identity check is performed. Use this event to notify a third party, or a member of staff of the result of the check.
Executes when a period of gateway downtime has ended. Use case this event to notify the customer, a third party, or a member of staff that this gateway is available for use.
Executes when a period of gateway downtime begins. Use case event to notify the customer, a third party, or a member of staff that this gateway is temporarily not available for use.
Executes when a gateway account transaction limit is reached. A transaction limit may refer to the number of transactions per day, or the amount of a particular transaction. Use this event to notify the customer that their transaction exceeds the permitted amount.
Executes when a customer attempts to make a transaction for the first time. Use this event to notify the customer, a third party, or a member of staff.
Executes when a KYC document is accepted. Use this event to notify the customer, a third party, or a member of staff that a KYC document has been accepted.
Executes when a KYC document is modified. Use this event to notify the customer, a third party, or a member of staff that a KYC document has been modified.
Executes when a KYC document is rejected. Use this event to notify the customer, a third party, or a member of staff that a KYC document has been rejected.
Executes when a KYC request is fulfilled. Use this event to notify the customer, a third party, or a member of staff that a KYC request is fulfilled.
Executes when a payment card is created. Use this event to notify the customer, a third party, or a member of staff.
Executes when a transaction risk score changes. Use this event to notify the customer, a third party, or a member of staff.
Executes when a transaction amount discrepancy is found on reconciliation. Use this event is to notify the customer of the discrepancy.
Executes when a transaction is declined. Use this event to notify the customer that their transaction has been declined.
Executes when a paid amount differs from the expected amount. Use this event to notify the customer, a third party, or a member of staff about the discrepancy.
Executes at a point just before the transaction process is initialized. Use this event to notify the customer, a third party, or a member of staff.
Executes after a transaction is processed by a payment gateway. Use this event to notify the customer that their transaction has been processed.
Executes when a hard usage limit threshold for an item with a metered billing plan is reached. If a hard usage limit is reached, a customer can no longer use a metered billing service.
Use this event to notify the customer that the hard limit is reached, and to inform them that they must upgrade their plan to continue using the service.
Executes when an invoice is issued. Use this event to email the invoice to the customer.
Executes when an invoice is modified. Use this event to notify the customer that the invoice has been modified.
Executes when an invoice is paid. Use this event to email the invoice to the customer.
Executes when an invoice is partially paid. Use this event to notify the customer that the invoice is partially paid.
Executes when an invoice is partially refunded. Use this event to notify the customer that the invoice is partially refunded.
Executes when an invoice is past due. Use this event is to remind the customer to pay the invoice.
Executes when an invoice payment is refunded. Use this event to notify the customer that the invoice has been refunded.
Executes when invoice revenue is recognized. Use this event to notify the customer, a third party, or a member of staff about the recognized revenue.
Executes when an invoice tax calculation fails. Use this event to notify the customer, a third party, or a member of staff about the failed tax calculation.
Executes when an invoice is voided. Use this event to notify the customer that the invoice has been voided.
Executes when an order is abandoned. Use this event to notify the customer that their order has been abandoned.
Executes when an order is completed. Use this event to notify the customer that their order has been completed.
Executes when the delinquency period of an order is reached. The delinquency period is the length of time after which a subscription is canceled if it is not paid. For information on how to set the delinquency period, see Create an order.
Use this event to notify the customer by email that their order is delinquent and that it will be canceled if it is not paid.
Executes when a customer's payment card expires. Use this event to notify the customer and instruct them to update their billing information.
Executes when a renewal invoice is issued. Use case event to email the invoice to the customer.
Executes when a renewal invoice payment is canceled. Use this event to notify the customer that renewal payment has been canceled.
Executes when a renewal invoice payment is declined. A renewal invoice is a recurring invoice for a plan or product which is charged automatically. Use this event to inform the customer that their payment was declined.
Executes when a soft usage limit threshold for an item with a metered billing plan is reached. Soft usage limits are used to notify customers that their usage is near the hard limit of their metered billing plan, so that they can upgrade their plan before the hard limit is reached.
Use this event to notify customers that their usage is near the hard limit of their metered billing plan, and that they may soon need to upgrade their plan to continue using the service.
Executes when a customer's subscription is activated. Use this event is to send a confirmation email to the customer.
Executes when a customer's subscription is canceled. Use this event to notify third-party services, and request to disallow access for the customer.
Executes when a customer's subscription is churned. Use this event to notify the customer, a third party, or a member of staff about the churned subscription.
Executes when a customer signs up to a subscription service. At this point, the subscription has the pending status and is not active. The order becomes active when an invoice is paid, or when a payment instrument is verified for free trial.
Use this event to notify the customer, a third party, or a member of staff about the new subscription.
Executes when a subscription is downgraded. Use this event to notify the customer, a third party, or a member of staff about the downgrade of the subscription.
Executes when items of a subscription are changed. Use this event to notify the customer, a third party, or a member of staff about the change to the subscription.
Executes when a subscription is paused. Use this event to notify the customer, a third party, or a member of staff about the paused subscription.
Executes when a subscription is reactivated. Use this event to notify the customer, a third party, or a member of staff about the reactivation of the subscription.
Executes when a customer's subscription is renewed. Use this event to notify the customer about the renewed subscription.
Executes when the first invoice is paid and the trial has ended. Use this event to notify the customer, a third party, or a member of staff about the conversion of the trial subscription to a paid subscription.
Executes when a subscription trial is three days from ending. Use this event to email the customer and remind them of the trial end date.
Executes when a subscription trial has ended. Use this event to notify the customer, a third party, or a member of staff about the end of the trial subscription.
Executes when a subscription is resumed. Use this event to notify the customer, a third party, or a member of staff about the resumed subscription.
Executes when a subscription is upgraded. Use this event to notify the customer, a third party, or a member of staff about the upgrade of the subscription.