In the automations system, there is a trigger called “When a user is active in Business App.” This document explains in more detail what will and will not fire this trigger.
For this trigger, the user means only a true SMB (aka client) user.
- A user in this case is a user that has only an SMB persona attached to their email address.
- The email address of a true SMB user has only been used for the Business App account, and not for any other Vendasta accounts like Partner Center, Sales & Success Center or Task Manager.
Impersonation or Admin viewing Business App:
- This trigger is NOT fired when an elevated admin user accesses Business App through another center. For example via impersonation or Admin-view (e.g. by clicking the “Open Business App” button in Partner Center.)
This trigger is fired continuously while a SMB user is logged in and interacting with Business App. This is why we recommend pairing this trigger with a rate limiter – otherwise, it may trigger an event over and over continuously while an SMB user is using Business App.
Product not supported:
- Please note, currently, the event will not fire if a user has left Business App, and is inside a product like Reputation Management or Social Marketing. This trigger only applies to Business App itself.