Global Processes

Overview

Processes let you automate actions in Azavista. These can be, for example, sending an email to a specific email address whenever the value of an event field is updated, or operating a webhook based on the value of a field.

Processes are very flexible and can be as complex as you need them to be, as they allow you to create a near-infinite combination of conditions, actions, and delays.

At the global level, processes are divided into 4 categories:

• Event processes
• Participant processes
• Contact processes
• Organisation processes

The Process Builder

There are 4 process block types: Action, Query, Wait, and Stage/Finish.

• Action (green): Creates an action for your process (for example, send an email to an event manager).
• Query (blue): Creates a condition for your process (for example, the value of the Participant field “Country” must be “Netherlands”).
• Wait (yellow): Delays the action of the process (for example, send the email 3 days before the start of the event).
• Stage/Finish (purple, Event level only): After the action is performed, move the participant to a different stage.

You can also create conditions that depend on other conditions by linking Query blocks together. You can add as many query levels as needed.

Emails created from the Email Templates submodule are used by global processes that require sending an email.

Nesting Blocks

Nesting a block is done by dragging and dropping blocks slightly to the right under a Query block. This allows the other blocks to trigger only if the Query condition has first been met.