Common

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

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff