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Creating a Trigger in the Virtual Terminal

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Bytimothy A
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Overview: 

Creating a trigger in the virtual terminal allows you to automate specific actions when certain events occur, such as sending a receipt, applying a discount, or notifying staff after a payment is processed. This helps streamline payment workflows and ensures consistent handling of transactions.

Follow these steps to create a trigger in the virtual terminal:
Step 1: On your Dashboard, scroll down to the Sales section and click on Virtual Terminal.
Step 1: On your Dashboard, scroll down to the Sales section and click on Virtual Terminal.

Step 2: You will then be navigated to the Virtual Terminal tab.

Step 2: You will then be navigated to the Virtual Terminal tab.

Step 3: Click the lightning bolt icon to create or apply a trigger.

Step 3: Click the lightning bolt icon to create or apply a trigger.

Step 4: A pop-up window will appear where you can manage your trigger details.

Step 4: A pop-up window will appear where you can manage your trigger details.

Step 5: Click the + Add Action button to set the Then Do This. A pop-up menu will appear, displaying all available actions such as Send Email and SMS Reply, Apply or Remove Tags, Assign User, Move to Pipeline/Stage, Send Webhook, and Create Notes or Tasks.

Step 5: Click the + Add Action button to set the Then Do This. A pop-up menu will appear, displaying all available actions such as Send Email and SMS Reply, Apply or Remove Tags, Assign User, Move to Pipeline/Stage, Send Webhook, and Create Notes or Tasks.

Step 6: Toggle the switch on to activate your trigger.

Step 6: Toggle the switch on to activate your trigger.

Step 7: To add more actions, simply click the + Add Action button.

Step 7: To add more actions, simply click the + Add Action button.

Step 8: Once all is set, proceed by clicking the Done button.

Step 8: Once all is set, proceed by clicking the Done button.

Step 9: A pop-up notification will appear, confirming that your trigger action has been saved successfully.

Step 9: A pop-up notification will appear, confirming that your trigger action has been saved successfully.

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