How to create and manage Rules

You can use Rules to automatically organize clients, send notifications, and build workflows that respond to specific client activities.

By combining Rules with Tags, you can create personalized client journeys while reducing manual administrative work.

To create a new automation:

1. Go to Settings → Account → Rules.
2. Click + Rule.
3. Enter a Rule Name to identify your automation.
4. Add an optional description to explain what the rule does.

Once you've named your rule, you can configure the trigger, conditions, and actions that determine how the automation works.

How to access Rules

1. Log in to your Upvio account.
2. Go to Settings → Account → Rules.
3. Open the Rules page to view and manage your existing automations.

How to configure Rules

Every rule consists of three main components: Triggers, Conditions, and Actions.

1. Choose a Trigger

A trigger is the event that starts your automation. When the selected event occurs in your Upvio account, the rule is initiated.

Available trigger examples include:

• Scan Created: Starts the rule when a new scan is created.
• Scan Failed: Starts the rule when a scan fails.
• Patient Tag Added: Starts the rule when a tag is added to a patient record.

Choose the trigger that best matches the event you want to respond to.

2. Add Conditions

Conditions are optional criteria that determine whether a rule should run after its trigger occurs.

For example, you can set conditions based on:

• Whether a client has a specific tag.
• Whether a client belongs to a particular group.

Conditions help you make your automations more targeted, ensuring actions are only performed when the specified criteria are met.

3. Select Actions

Actions are the tasks Upvio performs automatically when the selected trigger occurs and the required conditions are met.

Available action examples include:

• Add a Tag: Automatically apply a tag to a client record.
• Remove a Tag: Remove an existing tag.
• Send an Email: Automatically send an email.
• Send an SMS: Automatically send a text message.

You can combine triggers, conditions, and actions to create workflows that respond to different client activities.

Once you've configured your trigger, conditions, and actions:

1. Review your rule configuration to make sure everything is correct.
2. Click Create Rule.

Your rule will now run automatically whenever its trigger occurs and its configured conditions are met.