Learn how to configure office-level and user-level triggers to automate key tasks.

This article covers:

• About triggers
• Create a new trigger
• Use date-based triggers
• Set up trigger actions
• Manage triggers for other users
• Manage triggers

About triggers

Automation triggers in MRI Vault help you streamline repetitive tasks by setting up rules that automatically perform actions based on specific events or dates.

You can create your own triggers to support custom workflows, such as appraisals, listings, follow‑ups, or assigning action lists when certain events occur. Depending on your access, triggers can be applied either across the office or to your own user data.

Create a new trigger

To create a new trigger:

1. Go to: Settings or My Settings > Automation > Triggers
2. Choose the appropriate tab:

• Office Trigger - Applies across the entire database
• My Triggers - Applies only to your user data (where you're Marketing Contact #1)
  

3. Click Add New Trigger in the bottom-right corner
4. The Add/Edit Trigger screen will appear. Choose the Type of trigger:

• Event-based - Triggered by specific actions
• Date-based - Triggered on specific dates

5. Configure the trigger - Select the event or date
6. Choose the Action to be performed
7. Adjust any additional settings as needed
8. Use the Live checkbox to enable or disable the trigger
   
9. Click Save to apply your changes

Use date-based triggers

Date-based triggers offer flexibility for time-sensitive actions.

You can trigger actions based on:

• Contact or property dates
• Pipeline dates
• Anniversaries

You can also add custom date fields for more tailored automation.

Delivery Time Options:

• Morning - 9:00 AM local time
• Afternoon - 1:00 PM local time
  

Set up trigger actions

Before assigning actions to a trigger, make sure the templates or lists are ready.

Supported actions:

• Send an email
• Send a Designly template
• Send an SMS/TXT
• Assign an action list
• Send an alert notification
  

Manage triggers for other users

If you have PA access, you can create triggers for other users.

Filter triggers by users you have PA access to.

1. Go to Settings or My Settings > Automation > Triggers
2. Click the My Triggers tab
3. Under Filters, select the user from the drop-down menu
   

Use the Scope setting to apply the trigger on behalf of another user.

Manage triggers

You can edit or delete triggers at any time.

1. Go to Settings or My Settings > Automation > Triggers
2. Choose the appropriate tab: Office Trigger or My Triggers
3. Click Edit on the right of the chosen trigger
4. Edit the trigger > Click Save
5. To delete a trigger: Click Delete Trigger
   
6. In the pop-up window, click OK