This topic describes all automated tagging events. For information on how to configure automated tagging, see Automated tagging.
- To create advanced automations, see Events.
- To create email notifications, see Email notifications
- To create webhooks, see Webhooks.
Executes when a customer's data matches an entry in the AML list.
Executes when a new customer is created.
To configure additional automations for this event, see Customer created.
Executes when two customer records are merged.
Executes when a customer attempts to log in with One-Time Password (OTP) active.
Executes when an existing customer record is updated. For an example, see Tag a customer when they spend over a specific amount.
Executes when an Experian identity check is performed.
Executes when an invoice is abandoned.
Executes when an invoice is issued.
Executes when an invoice is paid.
Executes when an invoice is partially paid.
Executes when an invoice is partially refunded.
Executes when an invoice is past due.
Executes when an invoice payment is refunded.
Executes when an invoice is reissued.
Executes when an invoice is voided.
Executes when a KYC document is accepted.
Executes when a KYC document is archived.
Executes when a new KYC document is created.
Executes when a KYC document is modified.
Executes when a KYC document is rejected.
Executes when a KYC document is reviewed.
Executes when a KYC request is attempted.
Executes when a KYC request fails.
Executes when a KYC request is fulfilled.
Executes when a lead source is changed.
Executes when an order is abandoned.
Executes when an order is completed.
Executes when a customer's payment card expires.
To configure additional automations for this event, see Payment card expired.
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.
Executes when a customer's subscription is activated.
Executes when a customer's subscription is canceled.
To configure additional automations for this event, see Subscription canceled.
Executes when a subscription is reactivated.
Executes when a subscription renewal invoice is issued.
Executes when a customer's subscription is churned.
Executes when a subscription is downgraded.
Executes when a subscription is paused.
Executes when a customer's subscription is renewed.
To configure additional automations for this event, see Subscription renewed.
Executes when a subscription is resumed.
Executes when a subscription is upgraded.
Executes when a transaction amount discrepancy is found on reconciliation.
Executes when a transaction is declined.
Executes when a paid amount differs from the expected amount.
Executes when a transaction has been successfully processed.
Executes when a soft usage limit is reached.
Executes when a hard usage limit is reached.