Triggers - 2016 and Older
What are Triggers?
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. This topic contains the following sections: Trigger Overview Setting up Triggers Processing Triggers List of Available Triggers Trigger Overview Use...
Appointment Triggers
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. AppointmentTriggers help you automate your client communication by triggering emails or SMS texts to be sent to the customer, letters...
Client Status Triggers
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. Use Client Status Triggers to have Spectra/Stratus Desktop automatically create tasks or initiate a variety of communications based on the...
Invoice Status Triggers
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. Use Invoice Status Triggers to have the sofware automatically create tasks or initiate a variety of communications based on a...
Production Status Triggers
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. Use Production Status Triggers to have the software automatically create tasks or calls based on the production order status due...
Preproduction Status Triggers
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. Use Preproduction Status Triggers to have the software automatically create tasks or calls based on the preproduction order status due...
Session Status Triggers
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. Use Session Status Triggers to have the software automatically create tasks or initiate a variety of communications based on the primary...
Session Type Triggers
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. Use Session Type Triggers to have the software automatically create tasks or initiate a variety of communications based on the primary...
Task Status Triggers
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. Task Status Triggers can automatically create additional tasks or initiate a variety of communications based on the task start, due,...
Task Type Triggers
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! This page refers to Triggers in Versions 2016 and prior. Click here to view the new Trigger 2017 feature. Use Task Type Triggers to have the software automatically create additional tasks or initiate a variety of communications based on the...
Triggers – 2016 and Older
Last Updated: July 15, 2026ATTENTION! Are you running the 2017 version of Spectra or Stratus? Triggers have been updated in the 2017 release and are now found in a different location. Click here for the most up to date instructions on running Triggers. These pages refer to Triggers in versions 2016 and prior. In this section… [Child Icon List]