Below is a list of events types that can be used to trigger rules in BDP.

Event Name Explanation Example
Advice Appointment Created Activates when an advice appointment is created
Applicant added to Mailing List Activates when an Applicant is added to the mailing list
Call Reminder Set Activates when a call reminder is set
Client Login – Message Received Activates when a message is received through Client Login Customer responds via the ‘contact us’ button
Client Login Details Changed Activates when details are changed on the Client Login Pin or URL is changed
Client Login Set Activates once the client login is generated
Closing Date Set Activates when a closing date is set
Date of Entry Set Activates when the date if entry is set
Detail Enquiry (Website) Activates when an enquiry is added via your website This has to be set up with your web providers via the API
Document approved in client login Activates when a document is approved in the client login Home Report approved by client
Document sent to client login Activates when a document is sent to client login Floor plan sent to Client login
ESPC HR Request Activates when Home report request comes from ESPC.com
ESPC Viewing Request Activates when Viewing request comes from ESPC.com
Home Report Request Activates when HR request comes from your website
Misc Appointment Created Activates when a Misc appointment is created in calendar
Misc Event Cancelled Activates when Misc appointment is cancelled
New Inspection Activates when a new inspection is created
New Property Enquiry Activates when a property enquiry is added via the BDP UI This is found in the property page under the Add Enquiry button
New Referral Activates when a new referral is added in the referals widget A referral is passed onto your mortgage team
NOI Formality Change Activates when a NOI is changed from formal to informal
Note of Interest Received Activates when a NOI is received
Note of Interest Withdrawn Activates when a NOI is withdrawn
Offer Accepted Activates when an offer is accecpted
Offer Entry Date Changed Activates when an offer entry date is changed
Offer Received Activates when an offer is received
Offer Rejected Activates when an offer is rejected
Offer Value Changed Activates when an offer value is changed
Offer Withdrawn Activates when an offer is withdrawn
Out Of Office Booked Activates when an out of office appointment is added to calanendar
Out of Office Cancelled Activates when an out of office appointment is cancelled
Property Offer Type Change Activates when an offer type is changed
Property Price Change Activates when the price of a property is changed
Property sent to Altis Activates when a property is sent to Altis
Property Set Online Activates when a property is set online
Property Status Change Activates when a property statues is changed Propety changes from ‘for sale’ to ‘under offer’
Rightmove Request Activates when a RM request is sent to BDP A client is looking for a Home Report
Safety Certificate Set Activates when a safety certificate is added to calendar
Take-On Activates when a property is set to take-on
Test Event Event used for testing by interal staff
Valuation Cancelled Activates when a valuation is cancelled
Valuation Confirmed Activates when a valuation is confirmed
Valuation Created Activates when a valuation is created
Valuation Lost Activates when a valuation is lost
Valuation Time Changed Activates when the valuation appointment time is changed
Viewing Cancelled Activates when a viewing is cancelled
Viewing Confirmed Activates when a viewing is confirmed
Viewing Created Activates when a viewing is created
Viewing Feedback Stored Activates when viewing feedback is stored
Viewing Time Changed Activates when a viewing appointment time is changed
Website Mailing List Request Activates when a client requests to be added to mailling list via your website This has to be set up with your web providers via the API
Website Viewing Request Activates when a client requests a viewing via your website This has to be set up with your web providers via the API
Work Order Created Activates when a work orders is created and added to calendar

 

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