Email Triggers and Actions

Upmind’s email system automatically sends notifications based on specific triggers across numerous activities. These reference tables detail each trigger, its corresponding action name, category, topic, and recipient.

Account emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Affiliate Commission Payment Confirmation	Account	Billing	Account Affiliate Commission Paid	Triggered when an affiliate commission is successfully paid out to a client account (e.g., a referral earns commission and the payout is processed).	Client
Affiliate Withdrawal Request Notification	Account	Billing	Account Affiliate Withdraw Request	Triggered when a client requests to withdraw their affiliate earnings (e.g., submitting a payout request via the dashboard).	Staff
New Account Created Alert	Account	System	Account Created	Triggered when a new account is created in the system (e.g., a new client or reseller signs up).	Staff
Account Credit Balance Warning	Account	Billing	Account Credit Below Half	Triggered when an account’s available credit drops below 50% of its limit (e.g., usage reduces balance significantly).	Client
Account Credit Exhausted Alert	Account	Billing	Account Credit Exhausted	Triggered when an account has used all its available credit (e.g., balance reaches zero).	Client
Affiliate Payout Details Missing Alert	Account	System	Account Missing Payout Paypal Email	Triggered when an account is eligible for affiliate payouts but has no PayPal email configured.	Client
Negative Wallet Balance Notification	Account	Billing	Account Negative Wallet Balance Changed	Triggered when an account’s wallet balance becomes negative or changes while negative (e.g., refund or charge causes overdraft).	Client
Account Wallet Credit Disabled Notice	Account	Billing	Account Wallet Credit Disabled	Triggered when wallet credit usage is turned off for the account.	Client
Account Wallet Credit Enabled Notice	Account	Billing	Account Wallet Credit Enabled	Triggered when wallet credit usage is enabled for the account.	Client
Account Wallet Credit Limit Updated Notice	Account	Billing	Account Wallet Credit Limit Changed	Client
Wallet Statement Schedule Updated	Account	Billing	Account Wallet Statement Day Of Month Changed	Triggered when the scheduled day for generating wallet statements is changed (e.g., from 1st to 15th of each month).	Client
New Reseller Account Created	Account	System	Reseller Account Created	Triggered when a new reseller account is created in the system.	Staff
Affiliate Commission Payment Processed (Admin Notice)	Account	Billing	Account Affiliate Commission Paid		Staff
Affiliate Withdrawal Request Confirmation	Account	Billing	Account Affiliate Withdraw Request		Client

Brand emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
New Brand Created Alert	Brand	System	Brand Created	Triggered when a new brand is added (e.g., creating a new storefront or white-label brand).	Staff
Brand Deleted Notification	Brand	System	Brand Deleted	Triggered when an existing brand is permanently removed.	Staff
Brand Merge Completed Notice	Brand	System	Brand Merge Completed	Triggered when two brands are successfully merged into one.	Staff
Brand Merge Started Alert	Brand	System	Brand Merge Initiated	Triggered when a brand merge process is started but not yet completed.	Staff
Brand Configuration Updated	Brand	System	Brand Updated	Triggered when brand settings are modified (e.g., logo, domain, or configuration changes).	Staff
Brand Update Confirmation	Brand	System	Brand Updated		Reseller

Bulk action emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Bulk Operation Completed Summary	Bulk Action	System	Bulk Action Completed	Triggered when a bulk task finishes successfully (e.g., updating multiple products at once).	Staff
Bulk Operation Failed or Incomplete Alert	Bulk Action	System	Bulk Action Incomplete	Triggered when a bulk task fails or only partially completes (e.g., some records fail to update).	Staff
Bulk Operation Scheduled Confirmation	Bulk Action	System	Bulk Action Scheduled	Triggered when a bulk task is scheduled to run at a future time.	Staff
Bulk Operation Started Notification	Bulk Action	System	Bulk Action Started	Triggered when a scheduled or manual bulk task begins execution.	Staff
Bulk Operation Schedule Updated	Bulk Action	System	Bulk Action Updated	Triggered when details of a scheduled bulk action are modified (e.g., time or scope changed).	Staff

Client emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Two-Factor Authentication Enabled Confirmation	Client	System	Client Added Two Factor Authentication	Triggered when a client enables 2FA on their account (e.g., setting up Google Authenticator for login security).	Client With Login
Consolidated Invoices Dispatch Confirmation	Client	Billing	Client Consolidation Invoices Dispatched	Triggered when multiple invoices are grouped and sent together to the client (e.g., monthly combined billing).	Client
Client Account Deletion Alert	Client	System	Client Deleted	Triggered when a client account is permanently removed from the system.	Staff
Login Attempt Limit Reached Warning	Client	System	Client Exceeded Max Incorrect Login Attempts	Triggered when a client fails login too many times (e.g., multiple wrong passwords leading to a temporary lockout).	Client With Login
Client Login Disabled Notice	Client	System	Client Login Disabled	Triggered when a client’s login access is disabled (e.g., by admin action or security rule).	Client With Login
Client Login Email Update Confirmation	Client	System	Client Login Email Updated	Triggered when the client changes their login email address.	Client
Client Login Access Enabled Notice	Client	System	Client Login Enabled	Triggered when login access is re-enabled for a client account.	Client With Login
Client Username Change Confirmation	Client	System	Client Login Username Updated	Triggered when the client’s username is changed.	Client With Login
Client Notification Preference Updated	Client	System	Client Notification Emails Disabled	Triggered when a client disables email notifications in their preferences.	Client
Password Change Confirmation	Client	System	Client Password Changed, Client Password Was Reset	Triggered when a client successfully changes their password.	Client With Login
Password Setup Required After Import	Client	System	Client Password Setup Required After Import	Triggered when a client account is imported and requires the user to set a password.	Client
Password Reset Confirmation	Client	System	Client Password Was Reset, Client Password Changed	Triggered after a client completes a password reset process.	Client
New Client Registration Welcome	Client	System	Client Registered, Unverified Client Created	Triggered when a new client registers an account.	Client
Two-Factor Authentication Disabled Confirmation	Client	System	Client Disabled 2FA	Triggered when a client disables 2FA on their account.	Client With Login
Password Reset Link Sent	Client	System	Client Requested Password Reset	Triggered when a client requests a password reset link.	Client
Two-Factor Verification Code	Client	System	Client Second Factor Verification Required	Triggered during login when a second authentication step is required (e.g., entering a code).	Client With Login
Client Profile Update Confirmation	Client	System	Client Updated	Triggered when a client updates their account details (e.g., name or company info).	Client
Client Identity Verification Required	Client	System	Client Verification Required	Triggered when the system requires the client to verify their identity or email.	Client
Client Account Impersonation Alert	Client	System	Client Was Impersonated	Triggered when a staff member logs in as the client (impersonation feature used).	Client
Wallet Balance Adjustment Notice	Client	Billing	Client Wallet Balance Adjusted	Triggered when a client’s wallet balance is manually changed (e.g., credit added or deducted).	Client
New Support PIN Issued	Client	Support	New Client Support Pin	Triggered when a support PIN is generated for the client (used for verification in support interactions).	Client
Unverified Client Account Created	Client	System	Unverified Client Created, Client Registered	Triggered when a new client account is created but not yet verified (e.g., email not confirmed).	Client Without Login
Verified Client Account Created	Client	System	Verified Client Created	Triggered when a new client account is created and verified immediately.	Client
Client Login Disabled Alert	Client	System	Client Login Disabled		Staff
Client Account Impersonation Audit Notice	Client	System	Client Was Impersonated		Staff
Client Wallet Balance Adjustment Logged	Client	Billing	Client Wallet Balance Adjusted		Staff

Client vault asset emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Secure Vault Asset Added	Client Vault Asset	System	Client Vault Asset Created	Triggered when a client stores a new secure item in the vault (e.g., API key, password, or credential).	Client With Login
Vault Asset Access Alert	Client Vault Asset	System	Client Vault Asset Decrypted	Triggered when a stored vault item is accessed or decrypted (e.g., viewing a saved password).	Client With Login
Vault Asset Deletion Confirmation	Client Vault Asset	System	Client Vault Asset Deleted	Triggered when a vault item is permanently removed.	Client With Login
Vault Asset Update Confirmation	Client Vault Asset	System	Client Vault Asset Updated	Triggered when a vault item is edited (e.g., updating stored credentials).	Client With Login
Vault Asset Access Audit Alert	Client Vault Asset	System	Client Vault Asset Decrypted		Staff

Client address emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
New Address Added to Client Profile	Client Address	System	Client Address Added	Triggered when a new address is added to a client account (e.g., billing or contact address).	Client
Client Address Deletion Confirmation	Client Address	System	Client Address Deleted	Triggered when an address is removed from the client’s profile.	Client
Client Address Update Confirmation	Client Address	System	Client Address Updated	Triggered when an existing address is modified (e.g., correcting the city or postal code).	Client
Client Address Record Updated	Client Address	System	Client Address Updated		Staff

Client company emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Company Profile Added to Client Account	Client Company	System	Client Company Created	Triggered when a company profile is added to a client account (e.g., adding business details during signup).	Client
Company Profile Removed from Client Account	Client Company	System	Client Company Deleted	Triggered when a company profile is deleted from a client account.	Client
Company Profile Update Confirmation	Client Company	System	Client Company Updated	Triggered when company information is modified (e.g., updating the address or registration number).	Client
Company VAT Number Verified Successfully	Client Company	Billing	Clients Company Vat Validated	Triggered when the client’s VAT number is verified successfully (e.g., validated against an official database).	Client
Company VAT Validation Failed Alert	Client Company	Billing	Clients Company Vat Validation Failed	Triggered when the VAT number provided by the client fails validation (e.g., invalid or not found).	Client
Client Company Profile Created Alert	Client Company	System	Client Company Created		Staff
VAT Validation Failure Review Required	Client Company	Billing	Clients Company Vat Validation Failed		Staff

Client email emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Additional Email Address Added	Client Email	System	Client Email Created	Triggered when a new email address is added to the client account.	Client
Email Address Removed from Account	Client Email	System	Client Email Deleted	Triggered when an email address is removed from the client account.	Client
Email Address Update Confirmation	Client Email	System	Client Email Updated	Triggered when an existing email address is modified.	Client
Email Verification Request	Client Email	System	Client Email Verification Required	Triggered when the system asks the client to verify their email (e.g., after adding a new address).	Client
Email Address Verified Successfully	Client Email	System	Client Email Verified	Triggered when the client confirms their email via a verification link.	Client
Client Email Added Alert	Client Email	System	Client Email Created		Staff

Client payment method emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
New Payment Method Added	Client Payment Method	Billing	Client Payment Detail Created	Triggered when a new payment method is added (e.g., adding a credit card or bank account).	Client
Payment Method Removed	Client Payment Method	Billing	Client Payment Detail Deleted	Triggered when a saved payment method is deleted.	Client
Payment Method Expiry Reminder	Client Payment Method	Billing	Client Payment Detail Expired	Triggered when a stored payment method expires (e.g., credit card expiration date passed).	Client
Payment Method Updated	Client Payment Method	Billing	Client Payment Detail Updated	Triggered when payment details are modified (e.g., updating card expiry date).	Client
Payment Method Added by Staff	Client Payment Method	Billing	Clients Payment Details Manually Created	Triggered when a payment method is added manually by a staff member on behalf of the client.	Client
Client Payment Method Added Alert	Client Payment Method	Billing	Client Payment Detail Created		Staff
Client Payment Method Deleted Alert	Client Payment Method	Billing	Client Payment Detail Deleted		Staff

Client phone emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Phone Number Added to Account	Client Phone	System	Client Phone Added	Triggered when a phone number is added to the client account.	Client
Phone Number Removed from Account	Client Phone	System	Client Phone Deleted	Triggered when a phone number is removed.	Client
Phone Number Update Confirmation	Client Phone	System	Client Phone Updated	Triggered when an existing phone number is edited.	Client
Phone Number Verification Successful	Client Phone	System	Client Phone Verified	Triggered when a phone number is verified (e.g., via OTP code).	Client
Client Phone Number Added Alert	Client Phone	System	Client Phone Added		Staff

Contract emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Service Order Activated	Contract	Service Updates	Order Activated	Triggered when an order becomes active and services are provisioned.	Client
Service Order Awaiting Activation	Contract	Service Updates	Order Awaiting Activation	Triggered when an order is created but waiting for activation (e.g., pending payment or provisioning).	Client
Service Order Cancellation Confirmation	Contract	Billing	Order Cancelled	Triggered when an order is cancelled before completion or renewal.	Client
Service Order Closed	Contract	Service Updates	Order Closed	Triggered when an order is fully completed and no longer active.	Client
Order Tax Configuration Updated	Contract	Billing	Order Tax Updated	Triggered when tax calculations on an order are changed (e.g., VAT applied).	Client
New Service Order Confirmation	Contract	Billing	Order Created	Triggered when a new order is placed by a client.	Client
Contract Invoice Generation Error Alert	Contract	Billing	Error Issuing Next Contract Invoice	Triggered when the system fails to generate the next invoice for a contract.	Staff
Service Suspension Notice	Contract	Service Updates	Order Suspended	Triggered when an order/service is temporarily suspended (e.g., due to non-payment).	Client
Service Reinstatement Confirmation	Contract	Service Updates	Order Unsuspended	Triggered when a suspended order/service is restored.	Client
Service Order Update Confirmation	Contract	Service Updates	Order Updated	Triggered when changes are made to an order (e.g., product or configuration updates).	Client
New Order Staff Alert	Contract	Billing	Order Created		Staff

Contract product bulk scheduled action emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Bulk Contract Product Task Scheduled	Contract Product Bulk Scheduled Action	System	Contract Product Bulk Scheduled Action Created	Triggered when a bulk scheduled action is created for multiple contract products (e.g., scheduling price updates across many subscriptions).	Staff

Contract product scheduled action emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Scheduled Product Task Cancelled	Contract Product Scheduled Action	System	Contract Product Scheduled Action Cancelled	Triggered when a previously scheduled action is cancelled (e.g., a planned price change is removed before execution).	Staff
Scheduled Product Task Created	Contract Product Scheduled Action	System	Contract Product Scheduled Action Created	Triggered when a new scheduled action is set up (e.g., scheduling a future upgrade or downgrade).	Staff
Scheduled Product Task Deleted	Contract Product Scheduled Action	System	Contract Product Scheduled Action Deleted	Triggered when a scheduled action is permanently removed from the system.	Staff
Scheduled Product Task Executed	Contract Product Scheduled Action	System	Contract Product Scheduled Action Executed	Triggered when a scheduled action is carried out (e.g., automatic upgrade applied on a specific date).	Staff
Scheduled Action Reverted	Contract Product Scheduled Action	System	Contract product scheduled action reverted	Triggered when a previously executed action is rolled back (e.g., undoing a scheduled downgrade).	Staff
Scheduled Action Updated	Contract Product Scheduled Action	System	Contract product scheduled action updated	Triggered when details of a scheduled action are modified (e.g., changing the execution date).	Staff

Contract request emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Billing Term End Request Submitted	Contract Request	Billing	Contract Request End Of Billing Term	Triggered when a request is made to take action at the end of the billing term (e.g., cancel at the end of the period).	Staff
Billing Term End Request Revoked	Contract Request	Billing	Contract Request End Of Billing Term Revoked	Triggered when a previously submitted end-of-term request is cancelled (e.g., client changes mind about cancellation).	Staff
Contract Request Awaiting Review	Contract Request	Service Updates	Contract Request Pending	Triggered when a contract-related request is awaiting processing or approval.	Staff
Billing Term End Request Confirmation	Contract Request	Billing	Contract Request End Of Billing Term		Client

Contract product emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Product Service Activated	Contract Product	Service Updates	Contract Product Activated	Triggered when a contract product becomes active and usable (e.g., hosting account goes live).	Client
Product Awaiting Activation	Contract Product	Service Updates	Contract Product Awaiting Activation	Triggered when a product is pending activation (e.g., waiting for payment or provisioning).	Client
Billing Cycle Change Confirmation	Contract Product	Billing	Contract Product Billing Cycle Changed	Triggered when the billing cycle changes (e.g., monthly to yearly).	Client
Cancellation Interval Updated	Contract Product	Billing	Contract Product Cancellation Interval Changed	Triggered when the notice period required for cancellation is changed.	Client
Cancellation Request Approved	Contract Product	Billing	Product Cancellation Request Approved	Triggered when a cancellation request is approved by staff.	Client
Cancellation Request Submitted	Contract Product	Billing	Product Cancellation Request Created	Triggered when a client submits a request to cancel a product.	Staff
Cancellation Request Withdrawn by Client	Contract Product	Billing	Product Cancellation Request Deleted by Client	Triggered when a client cancels their own cancellation request.	Staff
Cancellation Request Withdrawn by Staff	Contract Product	Billing	Product Cancellation Request Deleted by User	Triggered when staff removes a cancellation request.	Staff
Product Service Cancelled	Contract Product	Service Updates	Contract Product Cancelled	Triggered when a product is cancelled and no longer active.	Client
Product Cancelled by Provisioning System	Contract Product	Service Updates	Contract Product Cancelled By Provision System	Triggered when the system automatically cancels a product (e.g., provisioning failure).	Staff
Product Cancellation With Reason Logged	Contract Product	Service Updates	Contract Product Cancelled With Reason	Triggered when a product is cancelled with a specified reason (e.g., non-payment).	Staff
Client Service Label Updated	Contract Product	Service Updates	Contract Product Client Label Changed	Triggered when a client-facing label or name is changed.	Client
Termination Interval Updated	Contract Product	Billing	Contract Product Termination Interval Changed	Triggered when the termination timing after cancellation is modified.	Client
Subscription Lapsed Notice	Contract Product	Billing	Subscription Lapsed	Triggered when a subscription expires due to non-payment.	Client
Product Tax Setting Updated	Contract Product	Billing	Contract Product Tax Updated	Triggered when tax settings are updated for the product.	Client
Invoice Consolidation Disabled	Contract Product	Billing	Contract Product Invoice Consolidation Disabled	Triggered when invoice consolidation is turned off.	Client
Invoice Consolidation Enabled	Contract Product	Billing	Contract Product Invoice Consolidation Enabled	Triggered when invoice consolidation is turned on.	Client
New Product Service Created	Contract Product	Billing	Contract Product Created	Triggered when a new contract product is created.	Client
Service Currency Change Notice	Contract Product	Billing	Contract Product Currency Changed	Triggered when the billing currency is changed.	Client
Service Due Date Updated	Contract Product	Billing	Contract Product Due Date Changed	Triggered when the payment due date is modified.	Client
Auto Renewal Expiry Notice	Contract Product	Billing	Contract Product Expire Auto Renewal	Triggered when a product expires due to auto-renewal being enabled but not processed.	Client
Manual Renewal Required Notice	Contract Product	Billing	Contract Product Expire Manual Renewal	Triggered when a product expires without renewal (manual process).	Client
Upcoming Product Expiry Reminder	Contract Product	Billing	Contract product expire notification	Triggered before a product is due to expire (e.g., reminder email).	Client
Invoice Consolidation Failure Alert	Contract Product	Billing	Contract Product Failed Consolidation Invoice	Triggered when invoice consolidation fails.	Staff
Invoice Generation Schedule Updated	Contract Product	Billing	Contract Product Invoice Generation Interval Changed	Triggered when invoice generation frequency changes.	Staff
Auto Renewal Enabled Confirmation	Contract Product	Billing	Auto-renew Enabled	Triggered when automatic renewal is turned on.	Client
Auto Renewal Disabled Confirmation	Contract Product	Billing	Auto-renew Disabled	Triggered when automatic renewal is turned off.	Client
Product Manual Status Disabled	Contract Product	Service Updates	Contract Product Manual Status Off	Triggered when the manual status override is disabled.	Staff
Product Status Change Notice	Contract Product	Service Updates	Contract Product Status Updated	Triggered when product status changes (e.g., active to suspended).	Client
Invoice Date Fallback Applied	Contract Product	Billing	Contract Product Next Invoice Date Fallback	Triggered when fallback logic sets the next invoice date.	Staff
Product Ownership Transfer Notice	Contract Product	Service Updates	Contract Product Ownership Changed	Triggered when ownership of a product is transferred to another client.	Client
Product Configuration Updated	Contract Product	Service Updates	Contract Product Changed	Triggered when general configuration changes occur.	Client
Invoice Due Date Interval Updated	Contract Product	Billing	Contract Product Invoice Due Date Interval Changed	Triggered when due date intervals are modified.	Staff
Product Scheduled for Termination	Contract Product	Service Updates	Contract Product Pre Terminate	Triggered before a product is terminated.	Client
Product Price Change Notice	Contract Product	Billing	Contract Product Price Changed	Triggered when product pricing is updated.	Client
Provisioning Configuration Updated	Contract Product	Service Updates	Contract Product Provision Configuration Changed	Triggered when provisioning settings are modified.	Staff
Fraud Review Required for Provisioning	Contract Product	System	Contract Product Provisioning Requires Fraud Review	Triggered when provisioning requires fraud checks.	Staff
Auto Expire Enabled Confirmation	Contract Product	Billing	Auto-expire Enabled	Triggered when automatic expiration is enabled.	Client
Auto Expire Disabled Confirmation	Contract Product	Billing	Auto-expire Disabled	Triggered when automatic expiration is disabled.	Client
Product Renewal Confirmation	Contract Product	Billing	Contract Product Renewed	Triggered when a subscription is successfully renewed.	Client
Retention Case Flagged	Contract Product	Marketing	Contract Product Retention Status Set to ‘Flagged’	Triggered when a product is flagged for retention follow-up.	Staff
Retention Case In Progress	Contract Product	Marketing	Contract Product Retention Status Set to ‘In progress’	Triggered when retention efforts are ongoing.	Staff
Retention Case Marked Lost	Contract Product	Marketing	Contract Product Retention Status Set to ‘Lost’	Triggered when a retention attempt fails.	Staff
Retention Status Reset	Contract Product	Marketing	Contract Product Retention Status Set to ‘None’	Triggered when no retention status applies.	Staff
Retention Case Saved	Contract Product	Marketing	Contract Product Retention Status Set to ‘Saved’	Triggered when retention effort succeeds.	Staff
Product Setup Failure Alert	Contract Product	System	Contract Product Setup Failed	Triggered when product setup fails.	Staff
Setup Configuration Confirmation Required	Contract Product	Service Updates	Contract Product Setup Values Require Confirmation	Triggered when additional confirmation is needed for setup values.	Client
Suspension Interval Updated	Contract Product	Service Updates	Contract Product Suspension Interval Changed	Triggered when suspension timing rules are updated.	Client
Product Service Suspended	Contract Product	Service Updates	Contract Product Suspended	Triggered when a product is temporarily suspended.	Client
Product Trial Ended	Contract Product	Service Updates	Contract Product Trial Ended	Triggered when a trial period ends.	Client
Trial Expiry Reminder	Contract Product	Marketing	Contract Product Trial Expires Soon	Triggered before a trial is about to expire.	Client
Trial Migrated to New Product	Contract Product	Service Updates	Contract Product Trial Migrated New	Triggered when a trial is migrated to a new setup.	Staff
Trial Migration Failure Alert	Contract Product	System	Contract Product Trial Migration Failed	Triggered when trial migration fails.	Staff
Trial Period Started	Contract Product	Marketing	Contract Product Trial Started	Triggered when a trial period begins.	Client
Trial Converted to Paid Service	Contract Product	Billing	Contract Product Trial To Paid	Triggered when a trial converts into a paid subscription.	Client
Product Service Unsuspended	Contract Product	Service Updates	Order Product Unsuspended	Triggered when a suspended product is reactivated.	Client

Cost emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Cost Record Added	Cost	Billing	Cost Created	Triggered when a new cost entry is added (e.g., recording infrastructure or service expenses).	Staff
Cost Record Removed	Cost	Billing	Cost Deleted	Triggered when a cost entry is removed from the system.	Staff
Cost Record Updated	Cost	Billing	Cost Updated	Triggered when an existing cost entry is modified (e.g., updating the amount or description).	Staff

Credit debit transaction emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Payment Transaction Captured	Credit Debit Transaction	Billing	Transaction Captured	Triggered when a payment is successfully captured from a client (e.g., card payment processed and confirmed).	Client
New Transaction Recorded	Credit Debit Transaction	Billing	Transaction Created	Triggered when a new transaction entry is created (e.g., pending or initiated payment).	Client
Transaction Refund Processed	Credit Debit Transaction	Billing	Transaction Refunded	Triggered when a transaction is refunded back to the client (e.g., returning payment after cancellation).	Client
Transaction Capture Logged	Credit Debit Transaction	Billing	Transaction Captured		Staff
Refund Transaction Logged	Credit Debit Transaction	Billing	Transaction Refunded		Staff

CSV export emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
CSV Export File Ready	Csv Export	System	CSV Export Generated	Triggered when a CSV export file is generated and ready for download (e.g., exporting client or invoice data).	Staff
CSV Export File Delivered	Csv Export	System	CSV Export Generated		Client

Delegate emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Delegate Access Granted	Delegate	System	Delegate Created	Triggered when a delegate (additional user) is added to access an account.	Client
Delegate Access Removed	Delegate	System	Delegate Deleted	Triggered when a delegate is removed from an account.	Client
Delegate Invitation Accepted	Delegate	System	Delegate Invite Accepted	Triggered when a delegate accepts an invitation and gains access.	Client
Delegate Invitation Sent	Delegate	System	Delegate Invited	Triggered when an invitation is sent to a delegate (e.g., inviting a team member).	Client
Delegate Permissions Updated	Delegate	System	Delegate Updated	Triggered when a delegate’s permissions or details are modified.	Client
Delegate Lead Invitation	Delegate	System	Delegate Invited		Lead

Email emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Email Delivery Complaint Alert	Email	System	Email Complaint Received	Triggered when an email sent to a client is marked as spam or a complaint is received (e.g., via email provider feedback loop).	Staff

Gateway emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Payment Gateway Added	Gateway	Billing	Gateway Created	Triggered when a new payment gateway is added (e.g., integrating Stripe or PayPal).	Staff
Payment Gateway Removed	Gateway	Billing	Gateway Deleted	Triggered when a payment gateway is removed from the system.	Staff
Payment Gateway Configuration Updated	Gateway	Billing	Gateway Updated	Triggered when general details of a gateway are modified (e.g., name or status).	Staff
Payment Gateway Settings Modified	Gateway	Billing	Gateway Updated Settings	Triggered when configuration settings are changed (e.g., API keys or webhook URLs updated).	Staff

Invoice emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Checkout Basket Abandoned Reminder	Invoice	Marketing	Basket Abandoned	Triggered when a client adds items to their basket but leaves without completing checkout (e.g., closes the page before paying).	Client
Basket Promotion Applied	Invoice	Billing	Basket Adjusted With Promo	Triggered when a promotion or discount is applied to the basket (e.g., a coupon code reduces the total price).	Client
New Basket Created	Invoice	Billing	Basket Created	Triggered when a new basket is created for a client (e.g., starting a new checkout session).	Client
Basket Removed	Invoice	System	Basket Deleted	Triggered when a basket is removed (e.g., user clears cart or session expires).	Client
Basket Recalculation Completed	Invoice	Billing	Basket Recalculated	Triggered when basket totals are recalculated (e.g., after changing quantity or adding items).	Client
Basket Details Updated	Invoice	Billing	Basket Updated	Triggered when any modification is made to the basket (e.g., adding/removing products).	Client
Invoice Adjustment Applied	Invoice	Billing	Invoice Adjusted	Triggered when manual changes are made to an invoice (e.g., price correction or added line item).	Client
Invoice Commission Recalculated	Invoice	Billing	Invoice Commission(s) Recalculated	Triggered when affiliate or commission values on an invoice are recalculated.	Staff
Invoice Cancellation Confirmation	Invoice	Billing	Invoice Cancelled, Proforma Invoice Cancelled	Triggered when an invoice is voided and no longer payable.	Client
Invoice Payment Capture Failed	Invoice	Billing	Invoice Capture Failed	Triggered when payment capture fails after authorization (e.g., card declined at capture stage).	Staff
New Invoice Issued	Invoice	Billing	Invoice Created	Triggered when a new invoice is generated for a client.	Client
Credit Applied to Invoice	Invoice	Billing	Invoice Credited	Triggered when a credit note is applied to an invoice (e.g., partial refund or adjustment).	Client
Invoice Tax Recalculated	Invoice	Billing	Invoice Tax Recalculated	Triggered when tax amounts on an invoice are updated (e.g., VAT recalculated after an address change).	Staff
Invoice Marked as Paid Manually	Invoice	Billing	Invoice Manual Paid	Triggered when a staff member marks an invoice as paid manually.	Client
Invoice Overdue Reminder	Invoice	Billing	Invoice Overdue	Triggered when an invoice passes its due date without payment.	Client
Invoice PDF Ready for Download	Invoice	Billing	Invoice PDF Generated	Triggered when a PDF version of an invoice is created.	Client
Invoice PDF Regenerated	Invoice	Billing	Invoice PDF Regenerated	Triggered when the invoice PDF is regenerated after updates.	Client
Invoice Payment Confirmation	Invoice	Billing	Invoice Paid	Triggered when an invoice is successfully paid.	Client
Invoice Paid Using Replacement Card	Invoice	Billing	Invoice Paid with Next Card	Triggered when payment succeeds using a fallback card after the primary fails.	Client
Payment Card Expiry Warning	Invoice	Billing	Invoice Payment Card Expired	Triggered when the payment card linked to the invoice has expired.	Client
Invoice Payment Failure Alert	Invoice	Billing	Invoice Payment Failed	Triggered when a payment attempt fails (e.g., insufficient funds).	Client
Invoice Payment Method Identified	Invoice	Billing	Invoice Payment Method Type Resolved	Triggered when the system determines or updates the payment method type (e.g., card vs bank).	Staff
Invoice Auto-Payment Attempt Failed	Invoice	Billing	Invoice Auto-payment could not be Attempted	Triggered when the system cannot attempt auto-payment (e.g., no valid payment method available).	Client
Invoice Payment Restored	Invoice	Billing	Invoice Payment Restored	Triggered when a previously failed payment method becomes valid again.	Client
Invoice Payment Method Switched	Invoice	Billing	Invoice Payment Swapped	Triggered when the payment method for an invoice is changed.	Client
3D Secure Payment Required	Invoice	Billing	Invoice Requires 3D Payment	Triggered when additional authentication (3D Secure) is required to complete payment.	Client
Upcoming Invoice Due Reminder	Invoice	Billing	Invoice is Pre-due	Triggered before the due date to remind the client of upcoming payment.	Client
Invoice Regenerated	Invoice	Billing	Invoice Regenerated	Triggered when an invoice is recreated (e.g., after major changes).	Staff
Invoice Refund Request Submitted	Invoice	Billing	Invoice Refund Requested	Triggered when a client requests a refund for an invoice.	Staff
Refund Confirmation from Gateway	Invoice	Billing	Invoice Refund Webhook Confirmed	Triggered when a refund is confirmed via gateway webhook.	Staff
Invoice Refund Processed	Invoice	Billing	Invoice Refunded	Triggered when a refund is successfully processed.	Client
Invoice Shared with Client	Invoice	Billing	Invoice Shared	Triggered when an invoice is shared manually (e.g., via email link).	Client
Pro-Rata Refund Transaction Failed	Invoice	Billing	Invoice Transaction Refund Failed In Pro Rata	Triggered when a prorated refund attempt fails.	Staff
Invoice Due Date Change Confirmation	Invoice	Billing	Invoice Due Date Updated	Triggered when the due date of an invoice is changed.	Client
Proforma Invoice Cancellation Notice	Invoice	Billing	Proforma Invoice Cancelled, Invoice Cancelled	Triggered when a proforma invoice is voided.	Client
Proforma Invoice Issued	Invoice	Billing	Proforma Invoice Created	Triggered when a proforma invoice (pre-payment invoice) is generated.	Client
Proforma Invoice Credited	Invoice	Billing	Proforma Invoice Credited	Triggered when a credit is applied to a proforma invoice.	Client
Invoice Created Alert	Invoice	Billing	Invoice Created		Staff
Invoice Payment Failure Logged	Invoice	Billing	Invoice Payment Failed		Staff

Invoice payment emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Invoice Payment Successfully Captured	Invoice Payment	Billing	Invoice Payment Captured	Triggered when a payment is successfully captured for an invoice (e.g., funds collected from card).	Client
Invoice Payment Refund Confirmation	Invoice Payment	Billing	Invoice Payment Refunded	Triggered when a payment made toward an invoice is refunded.	Client

Lead emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Lead Notification Preferences Updated	Lead	System	Lead Notification Emails Disabled	Triggered when email notifications are disabled for a lead (e.g., opting out of marketing emails).	Lead
Lead Email Notifications Disabled Alert	Lead	System	Lead Notification Emails Disabled		Staff

Organisation emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Organisation Activation Confirmation	Organisation	Service Updates	Organisation Activated	Triggered when an organisation is successfully activated and becomes operational (e.g., after approval or setup completion).	Staff
Organisation Marked Active	Organisation	Service Updates	Organisation Active	Triggered when the organisation status is set to active in the system.	Staff
Organisation Branding Added	Organisation	Service Updates	Organisation Branding Added	Triggered when branding elements (e.g., logo, colours, domain) are added to the organisation.	Staff
Organisation Branding Removed	Organisation	Service Updates	Organisation Branding Removed	Triggered when branding elements are removed from the organisation.	Staff
Organisation Cancellation Notice	Organisation	Service Updates	Organisation Cancelled	Triggered when an organisation is cancelled (e.g., subscription or service termination).	Staff
Organisation Closure Confirmation	Organisation	Service Updates	Organisation Closed	Triggered when an organisation is permanently closed and no longer active.	Staff
New Organisation Created	Organisation	System	Organisation Created	Triggered when a new organisation is created in the system.	Staff
Organisation Pending Approval	Organisation	System	Organisation Pending	Triggered when an organisation is in a pending state (e.g., awaiting approval or setup).	Staff
Organisation Suspension Alert	Organisation	Service Updates	Organisation Suspended	Triggered when an organisation is temporarily suspended (e.g., due to non-payment or policy issues).	Staff
Organisation Suspension Lifted	Organisation	Service Updates	Organisation Unsuspended	Triggered when a suspended organisation is restored to active status.	Staff
Organisation Details Updated	Organisation	System	Organisation Updated	Triggered when organisation details are modified (e.g., name, settings, or configuration).	Staff
Organisation Verification Required	Organisation	System	Organisation Verification Required	Triggered when verification is required (e.g., identity or compliance checks before activation).	Staff
Organisation Activation Notice	Organisation	Service Updates	Organisation Activated		Reseller
Organisation Suspension Notice	Organisation	Service Updates	Organisation Suspended		Reseller

Payment reconciliation log emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Payment Reconciliation Log Entry Created	Payment Reconciliation Log	Billing	Payment Reconciliation Log Created	Triggered when a reconciliation log entry is created (e.g., matching payments from the gateway with system records).	Staff

Pricelist emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
New Price List Published	Pricelist	Billing	Price List Created	Triggered when a new price list is created (e.g., defining pricing for products or regions).	Staff
Price List Removed	Pricelist	Billing	Price List Deleted	Triggered when a price list is removed from the system.	Staff
Price List Updated	Pricelist	Billing	Price List Updated	Triggered when a price list is modified (e.g., changing product prices or currency).	Staff
Pricing Catalogue Updated	Pricelist	Billing	Price List Updated		Reseller

Product emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
New Product Added to Catalogue	Product	Service Updates	Product Created	Triggered when a new product is added to the catalogue (e.g., new hosting plan or service).	Staff
Product Removed from Catalogue	Product	Service Updates	Product Deleted	Triggered when a product is removed from the catalogue.	Staff
Product Availability Disabled	Product	Service Updates	Product Disabled	Triggered when a product is made unavailable for purchase (e.g., temporarily discontinued).	Staff
Product Availability Enabled	Product	Service Updates	Product Enabled	Triggered when a previously disabled product is made available again.	Staff
Product Configuration Updated	Product	Service Updates	Product Updated	Triggered when product details are changed (e.g., pricing, description, or features).	Staff
Product Catalogue Updated	Product	Service Updates	Product Updated		Reseller

Product group emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
New Product Group Created	Product Group	Service Updates	Product Group Created	Triggered when a new group of products is created (e.g., grouping hosting plans together).	Staff
Product Group Removed	Product Group	Service Updates	Product Group Deleted	Triggered when a product group is removed.	Staff
Product Group Configuration Updated	Product Group	Service Updates	Product Group Updated	Triggered when a product group is modified (e.g., renaming or reorganising products).	Staff

Promotion emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
New Promotion Campaign Created	Promotion	Marketing	Promotion Created	Triggered when a new promotion or discount campaign is created (e.g., seasonal sale).	Staff
Promotion Campaign Deleted	Promotion	Marketing	Promotion Deleted	Triggered when a promotion is removed from the system.	Staff
Promotion Disabled	Promotion	Marketing	Promotion Disabled	Triggered when a promotion is turned off and no longer applied to purchases.	Staff
Promotion Restored	Promotion	Marketing	Promotion Restored	Triggered when a previously disabled promotion is reactivated.	Staff
Promotion Campaign Updated	Promotion	Marketing	Promotion Updated	Triggered when changes are made to a promotion (e.g., discount value or expiry date).	Staff
New Promotion Available	Promotion	Marketing	Promotion Created		Client

Provision result emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Provisioning Error Detected	Provision Result	Service Updates	Provision Result Error	Triggered when a provisioning action fails (e.g., service setup like hosting or domain fails due to configuration or API error).	Staff

Report emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Report Generation Completed	Report	System	Report Generated	Triggered when a report is successfully generated and ready for viewing or download.	Staff
Report Request Received	Report	System	Report Requested	Triggered when a user requests a report to be generated (e.g., selecting filters and clicking generate).	Staff
Report Generation Delayed	Report	System	Report Stalled Requested	Triggered when a requested report fails to process or gets stuck (e.g., due to timeout or system issue).	Staff
Requested Report Ready for Download	Report	System	Report Generated		Client With Login

Ticket emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Ticket Closed by Client	Ticket	Support	Client Closed Ticket	Triggered when a client closes their own support ticket.	Staff
New Support Ticket Submitted	Ticket	Support	New Ticket Opened by Client	Triggered when a client creates a new support ticket.	Staff
Client Ticket Inactivity Reminder	Ticket	Support	Client Ticket Inactive	Triggered when a ticket opened by a client has no activity for a defined period.	Client With Login
Ticket Inactivity Alert	Ticket	Support	Ticket Inactive	Triggered when any ticket remains inactive (no replies from either side) for a period of time.	Staff
New Lead Support Ticket	Ticket	Support	New Ticket Opened by Lead	Triggered when a lead (non-client) submits a new support or inquiry ticket.	Staff
Scheduled Ticket Reopened	Ticket	Support	Scheduled Ticket Reopened	Triggered when a previously closed ticket is automatically reopened based on a schedule or rule.	Staff
Support Ticket Closed	Ticket	Support	Ticket Closed	Triggered when a ticket is closed by staff or the system.	Client With Login
New Staff Support Ticket Created	Ticket	Support	New Ticket Opened by Staff	Triggered when a staff member creates a ticket on behalf of a client.	Client With Login
Ticket Assigned to Staff Member	Ticket	Support	Ticket Taken by User	Triggered when a staff member takes ownership of a ticket.	Staff
Ticket Marked as Client Replied	Ticket	Support	Ticket Set to ‘Client Replied’	Triggered when the ticket status is updated to indicate the client has responded.	Staff
Ticket Marked In Progress	Ticket	Support	Ticket Set to ‘In Progress’	Triggered when a ticket status is updated to indicate work has started.	Staff
Ticket Reopened	Ticket	Support	Ticket Reopened	Triggered when a previously closed ticket is reopened.	Client With Login
Ticket Awaiting Client Response	Ticket	Support	Ticket Set to ‘Awaiting Response’	Triggered when the ticket is waiting for a reply (usually from the client).	Client With Login
Ticket Details Updated	Ticket	Support	Ticket Updated	Triggered when general updates are made to a ticket (e.g., subject or priority change).	Staff

Ticket message emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Client Deleted Ticket Message	Ticket Message	Support	Client Deleted Ticket Message	Triggered when a client deletes a message from a ticket conversation.	Staff
Client Replied to Ticket	Ticket Message	Support	Client Replied to Ticket	Triggered when a client replies to an existing ticket.	Staff
Client Updated Ticket	Ticket Message	Support	Client Updated Ticket	Triggered when a client updates ticket details (e.g., subject or attachments).	Staff
Lead Replied to Ticket	Ticket Message	Support	Lead Replied to Ticket	Triggered when a lead responds to a ticket.	Staff
Staff Replied to Ticket	Ticket Message	Support	User Replied to Ticket	Triggered when a staff member replies to a ticket.	Client With Login
Staff Updated Ticket Message	Ticket Message	Support	User Updated Ticket	Triggered when a staff member updates ticket details.	Staff
Staff Updated Private Ticket	Ticket Message	Support	User Updated Private Ticket	Triggered when a staff member updates internal/private ticket content.	Staff
Internal Ticket Note Added	Ticket Message	Support	User Added Note to Ticket	Triggered when a staff member adds an internal note to a ticket.	Staff
Ticket Note Removed	Ticket Message	Support	Ticket Note Deleted	Triggered when an internal note is removed from a ticket.	Staff
Ticket Message Removed	Ticket Message	Support	Ticket Message Deleted	Triggered when any ticket message is deleted.	Staff
Private Staff Reply to Lead Ticket	Ticket Message	Support	User Replied Privately to Lead Ticket	Triggered when a staff member sends a private/internal reply on a lead ticket.	Lead

Ticket user emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Ticket Assigned to Staff Member	Ticket User	Support	User Assigned to Ticket	Triggered when a ticket is assigned to a specific staff member.	Staff

UpmindPay account emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
UpmindPay Account Created	UpmindPay Account	Billing	Upmind Pay Account Created	Triggered when a new UpmindPay account is created for processing payments.	Staff
UpmindPay Account Details Updated	UpmindPay Account	Billing	Upmind Pay Account Updated	Triggered when an existing UpmindPay account configuration is modified.	Staff
UpmindPay Account Setup Confirmation	UpmindPay Account	Billing	Upmind Pay Account Created		Client

User emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
API Access Token Generated	User	System	API Token Created	Triggered when a new API token is created (e.g., generating a key to access the API).	Staff
API Access Token Removed	User	System	API Token Deleted	Triggered when an API token is permanently deleted.	Staff
API Token Refresh Completed	User	System	API Token Refreshed	Triggered when an API token is refreshed or renewed (e.g., extending validity).	Staff
API Token Revoked	User	System	API Token Revoked	Triggered when an API token is invalidated and can no longer be used.	Staff
API Token Configuration Updated	User	System	API Token Updated	Triggered when details of an API token are modified (e.g., permissions or label).	Staff
Staff Two-Factor Authentication Enabled	User	System	User Enabled 2FA	Triggered when a user enables two-factor authentication on their account.	Staff
New Staff User Account Created	User	System	User Created	Triggered when a new staff/user account is created.	Staff
Staff User Account Deleted	User	System	User Deleted	Triggered when a user account is removed from the system.	Staff
Excessive Login Attempts Detected	User	System	User Exceeded Max Incorrect Logins	Triggered when a user fails login too many times (e.g., account temporarily locked).	Staff
Staff Password Change Confirmation	User	System	User Password Changed, User Password was Reset	Triggered when a user successfully changes their password.	Staff
Staff Password Reset Confirmation	User	System	User Password was Reset, User Password Changed	Triggered when a password reset process is completed.	Staff
Staff Two-Factor Authentication Disabled	User	System	User Disabled 2FA	Triggered when a user disables two-factor authentication.	Staff
Staff Password Reset Link Issued	User	System	User Requested Password Reset	Triggered when a user requests a password reset link.	Staff
Staff User Profile Updated	User	System	User Updated	Triggered when user account details are modified (e.g., name or permissions).	Staff
Staff Identity Verification Required	User	System	User Verification Required	Triggered when verification is needed (e.g., confirming identity or email).	Staff
Staff Account Impersonation Alert	User	System	User was Impersonated	Triggered when another staff member logs in as this user (impersonation feature used).	Staff
Staff Notification Preferences Updated	User	System	User Notification Emails Disabled	Triggered when a user disables email notifications.	Staff
Staff Two-Factor Verification Code Generated	User	System	User Second Factor Verification Required	Triggered when a second authentication step is required during login.	Staff
Admin Verification Required Email	User	System	User Verification Required		Staff
Admin Password Reset Link Email	User	System	User Requested Password Reset		Staff
Admin Enabled Two-Factor Authentication Email	User	System	User Enabled 2FA		Staff
Admin Disabled Two-Factor Authentication Email	User	System	User Disabled 2FA		Staff
Admin Changed Password Email	User	System	User Password Changed, User Password was Reset		Staff
Admin Registered Email	User	System	User Created		Staff

Voucher emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
New Voucher Code Issued	Voucher	Marketing	Voucher Created	Triggered when a new voucher or coupon is generated (e.g., creating a discount code for promotions).	Staff
Promotional Voucher Available	Voucher	Marketing	Voucher Created		Client

Wallet emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Wallet Balance Adjustment Confirmation	Wallet	Billing	Wallet Balance Adjusted	Triggered when a wallet balance is manually adjusted (e.g., adding credit or deducting funds).	Client
Wallet Balance Adjustment Logged	Wallet	Billing	Wallet Balance Adjusted		Staff

Wallet refund emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Wallet Refund Processed	Wallet Refund	Billing	Wallet Refund Created	Triggered when a refund is issued to a client’s wallet (e.g., refunding a cancelled service directly as wallet credit).	Client
Wallet Refund Logged	Wallet Refund	Billing	Wallet Refund Created		Staff

Wallet refund request emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Wallet Refund Request Submitted	Wallet Refund Request	Billing	Wallet Refund Requested by	Triggered when a refund request is submitted, either by a client or staff (e.g., client requests a refund for unused service).	Staff
Wallet Refund Request Update Recorded	Wallet Refund Request	Billing	Wallet Refund Request Updated	Triggered when a refund request is modified (e.g., status changed from pending to approved or rejected).	Staff
Wallet Refund Request Confirmation	Wallet Refund Request	Billing	Client	Wallet Refund Requested by
Wallet Refund Request Status Updated	Wallet Refund Request	Billing	Wallet Refund Request Updated		Client

Wallet statement emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Wallet Statement Generated	Wallet Statement	Billing	Wallet Statement Generated	Triggered when a wallet statement is generated in CSV format for download (e.g., transaction history export).	Client
Wallet Statement CSV Ready	Wallet Statement	Billing	Wallet Statement CSV Generated	Triggered when a general wallet statement is created (e.g., monthly summary of wallet activity).	Client
Wallet Statement PDF Ready	Wallet Statement	Billing	Wallet Statement PDF Generated	Triggered when a wallet statement is generated as a PDF document.	Client
Wallet Statement Export Generated	Wallet Statement	Billing	Wallet Statement CSV Generated		Staff

Webhook endpoint emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
Webhook Endpoint Registered	Webhook Endpoint	System	Webhook Endpoint Created	Triggered when a new webhook endpoint is added (e.g., setting up a URL to receive event notifications).	Staff
Webhook Endpoint Removed	Webhook Endpoint	System	Webhook Endpoint Deleted	Triggered when an existing webhook endpoint is removed.	Staff
Webhook Endpoint Configuration Updated	Webhook Endpoint	System	Webhook Endpoint Updated	Triggered when webhook configuration is modified (e.g., changing endpoint URL or events).	Staff

Whitelisted IP emails

Action Name	Category	Topic	Trigger	Trigger Description	Recipient
New IP Address Added to Whitelist	Whitelisted IP	System	Whitelisted IP Created	Triggered when an IP address is added to the whitelist (e.g., allowing secure API access from a trusted IP).	Staff
Whitelisted IP Address Removed	Whitelisted IP	System	Whitelisted IP Deleted	Triggered when an IP address is removed from the whitelist.	Staff
Whitelisted IP Address Updated	Whitelisted IP	System	Whitelisted IP Updated	Triggered when details of a whitelisted IP entry are modified (e.g., updating label or restrictions).	Staff

​Account emails

​Brand emails

​Bulk action emails

​Client emails

​Client vault asset emails

​Client address emails

​Client company emails

​Client email emails

​Client payment method emails

​Client phone emails

​Contract emails

​Contract product bulk scheduled action emails

​Contract product scheduled action emails

​Contract request emails

​Contract product emails

​Cost emails

​Credit debit transaction emails

​CSV export emails

​Delegate emails

​Email emails

​Gateway emails

​Invoice emails

​Invoice payment emails

​Lead emails

​Organisation emails

​Payment reconciliation log emails

​Pricelist emails

​Product emails

​Product group emails

​Promotion emails

​Provision result emails

​Report emails

​Ticket emails

​Ticket message emails

​Ticket user emails

​UpmindPay account emails

​User emails

​Voucher emails

​Wallet emails

​Wallet refund emails

​Wallet refund request emails

​Wallet statement emails

​Webhook endpoint emails

​Whitelisted IP emails