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Note of Interest Withdrawn | Activates when a NOI is withdrawn | |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Offer Withdrawn | Activates when an offer is withdrawn | |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 Conveyancing | Activates when a property is sent to Conveyancing | |
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 |