System Actions is the first step in setting up a Process for CardExchange Cloud.

Processes are used to trigger actions when certain events happen within the system. Here you are able to define the Action that will take place on that particular event.

In the System Actions, you can define an Action of one of the following types:

SMS - If you have configured Twillio, then you can send text messages to the users during an event trigger moment.

Mail Merge - You can pass the system a Mail Merge word document, and it will send out a copy of the document to the specified recipients.

Email - To inform your end user, or one of the backend operaters that an event has happened, you can automatically send them an email on the event trigger moment.

Webhook -  When using Bridge API, you may want to update certain systems during an event trigger moment. Here you can have they system send a webhook to a listener.

Delete Photo - During the Photo Approval process, you may want to automatically delete the Photo on the event of a Photo being rejected.

Delete ID Document - Sometimes you may want to use an ID Document to be a reference point to your new photos during the approval process. If you only want to keep that ID Document until the point of a photo being approved, you can do that here.