Notification triggers
Certain actions or events trigger specific notifications in Onvio.
Account
Account locked
- Trigger: 10 consecutive failed login attempts.
- Recipient: user whose account is locked.
- Type: email, within Onvio, and mobile push
Login updated
- Trigger: user updates their login information in the View Profile > Account tab.
- Recipient: the user who updated their account.
- Type: email, within Onvio, and mobile push
Multi-factor authentication updated
- Trigger: user changes their multi-factor authentication settings in the View Profile > Multi-factor Authentication tab.
- Recipient: the user who updated their settings.
- Type: email, within Onvio, and mobile push
Billing
Invoice
- Trigger: a staff member sends an invoice from Time & Billing > Billing > Review Invoices tab.
- Recipient: client's billing contact, if existing; otherwise the client.
- Type: email and mobile push
Note: With our payment received notification, the staff member that creates your invoices will be notified when your client has made a Stripe payment. Utilize this new feature by enabling the new notification in setup.
Statement
- Trigger: a staff member sends a statement from Time & Billing > Billing > Statements tab.
- Recipient: client's billing contact, if existing; otherwise the client.
- Type: email and mobile push
Client Tax Centre
Client document
- Trigger: a staff member sends a tax return to a client's Tax Centre.
- Recipient: contact with access to the Tax Centre where the return was sent.
- Type: email
Tax questionnaire
- Trigger: sent when the tax questionnaire is delivered to Tax Centre.
- Recipient: contact with access to the Tax Centre where the questionnaire was sent.
- Type: email and mobile push
Documents
Client adds files
- Trigger: client adds files to a shared folder in Onvio Client Centre.
- Recipient: Partner, Manager and/or Associate assigned to the client. If there is no Partner, Manager, or Associate assigned, the Onvio Firm Admin receives the notification.
- Type: email, within Onvio, and mobile push
Client sends document links
- Trigger: client emails links to files stored in the Documents tab.
- Recipient: user receiving the link. The email address comes from Client Centre > Documents > My Documents > Manage > Send > Send To field.
- Type: email
Recipient submits response to approval
- Trigger: user approves or rejects a file via an approval request. Staff can request approvals in the Communications tab.
- Recipient: staff member who created the approval request.
- Type: email, within Onvio, and mobile push
Recipient submits response to request
- Trigger: user uploads a file in response to a document request.
- Recipient: staff member who added the request.
- Type: email, within Onvio, and mobile push
Staff adds approval
- Trigger: staff member adds a new document approval in the Communications tab. Staff can choose Resend Email on an existing approval request to send the notification again.
- Recipient: user receiving the request. The email address comes from the Recipients field in the Add Approval Request screen.
- Type: email and mobile push
Staff adds files
- Trigger: staff member adds files to a shared folder.
- Recipient: contacts with access to the shared folder.
- Type: email and within Onvio
Staff adds request
- Trigger: staff member adds a new document request in the Communications tab. Staff can choose Resend Email on an existing approval request to send the notification again.
- Recipient: user receiving the request. The email address comes from the Recipients field in the Add Document Request screen.
- Type: email
Staff sends document links
- Trigger: staff member emails links to files stored in the Documents tab.
- Recipient: user receiving the link. The email address comes from the Recipients field in the Send Document screen.
- Type: email
User activation
Client Centre registration
- Trigger: Client who was granted Tax Centre or Client Centre access
- Recipient: staff member enables Tax Centre or Client Centre for a client in Setup > Clients > Edit > Client Centre Access tab.
- Type: email
Staff registration
- Trigger: staff member enables Onvio Access for a staff member in Setup > Staff > Edit > Onvio Access tab.
- Recipient: staff who was granted Onvio Access.
- Type: email