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Action Path™

Event Triggering System

Action Paths™ are a series of custom tasks which can be assigned to an event on WebAR® and executed when that event occurs.

Action Paths™ allow you to customize data values in WebAR® before they are saved and execute tasks via a graphical interface.

Features

  • Manipulate events such as: onPayment, onAddAccount, onAccountUpdate, onSendLetter, and many more...
  • Perform conditional logic on data values and create multi-step actions.
  • Action Paths™ auto-document since they are laid out via the visual Action Path designer.
  • Manually execute an Action Path™ across a selected list of accounts.
  • No programming required to create Action Paths™, just create the flow cart of your Action Path™.

Example Usage

  • Send an email when a file has been uploaded via the onFileUpload Action Path™ trigger.
  • Update a miscellaneous financial field with a custom value using custom logic for a specific client when they place new business.
  • Update the status of an account by introspecting its data values and determining the new status.

WebAR Features

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