External Source Actions - Client portal

External Source Actions - Client portal


External source actions connect the different parts of the Ezzing ecosystem with the platform. These are executed when an action occurs in these applications. If we want to know more about what they are and how they are configured, we can do so from previous concepts .

In this article, we will delve into a detailed analysis of the various actions of external sources on which we depend for the proper functioning and optimization of the client portal.
Where can I find this option? → Left side menu → Settings → Actions from external sources




Important. Please note that you must select the installer application actions that will be available for each type of opportunity. If you do not select any of them, it will not appear.
Remember that we have several types of actions, in this case opportunity status and report generation. This will define which action to take.

We will now see each of the actions that we can configure in descending order:
  1. Accept quote. Opportunity status action type. This automatic action refers to the status change that will occur when clicking on "Accept quote".


  1. Get custom client docs. Opportunity status action type. Opportunity status action type. This automatic action refers to the status change that will occur when clicking on "Continue" and after having entered all the mandatory data in the client portal. These are configured in the corresponding status



  1. Client signature. Opportunity status action type. This automatic action refers to the change of status that will occur when clicking on "Accept" after attaching the corresponding signed document.

  1. Offer documentation. Opportunity status action type. This automatic action refers to the change of status that will occur when clicking on "Continue" and after having entered the necessary documentation (see image Obtaining customized client documents).
  2. Contractual documentation . Type of action: opportunity status. This automatic action refers to the change of status that will occur when clicking on "Continue" and after having entered the requested documentation and information.
  3. Financing documentation. Type of action opportunity status. This automatic action refers to the change of status that will occur when clicking on "Continue" and after having entered the necessary documentation and information.
  4. Installation documentation. Opportunity status action type. Opportunity status action type. This automatic action refers to the change of status that will occur when clicking on "Continue" and after having entered the corresponding documentation.
  1. Draw roof. Opportunity status action type. This automatic action refers to the change of status that will occur when clicking on "Accept" and after selecting the dwelling.

  1. Restart the opportunity process. Opportunity status action type.   This automatic action refers to the change of status that will occur when clicking on "Recalculate my installation".



  1. Change Password. Email Template Action Type. This automatic action refers to the email that is sent when the customer requests a password change from their profile in the customer portal and clicks on the blue "click here" link to obtain a verification code.

  1. Contact us. Email template action type. This automatic action refers to the email that is sent when clicking on "I want to be contacted".
  2. Access code. Email template action type. This automatic action refers to the email that is sent when we access with a magic link that we have already used, and allows us to request new access.
Important. We must not forget that we need to configure these actions for each type of opportunity.

Related Articles

  1. How do external source actions work and how are they configured?
  2. What is the Customer Portal? What visibility does the customer have?

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