Triggers
Action Event Occurs
When to use it: You want the workflow to fire every time a specific thing happens in Kanri — a member is created, an invoice is paid, a membership is promoted, etc.
Select the event type you want to watch. Kanri starts a run when that event is logged for
your school. Choose a record type compatible with the event: the run uses the event’s affected
record, not an automatic conversion to a related member. For example, an invoice event does
not automatically make its customer the run’s Member record.
Example uses:
When a member is created → send a welcome message.
When a membership is promoted → log a note to their profile.
When an invoice is paid → send a receipt email.
What counts as an event?
Many operations log events, but not every change emits every selectable event. You pick which
logged event fires the trigger. See Event Types Reference
for the complete selectable list, and test that the intended operation actually emits it.
The event trigger fires for every matching event, including changes made by staff or automated processes. If a member’s record is updated frequently, a workflow on “Member Update” could create many runs. Add a Branch step right after the trigger to filter down to the cases you care about.

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