Funding Threshold Alerts

To apply this template in Pendula, simply select an event flow and set this to trigger when a record is edited. This means that the moment a client's funding percentage drops beneath a certain threshold in your source data it will send automatically, in addition to the criteria specified below:

• Funding Percentage <selector>is less than or equal to<selector> <value> (depending on where you wish to set this)
• Service Agreement Status <selector>equals<selector> 'current' (if this information is available)