The Rules and Filters section allows you to prepare a scenario for how the platform behaves when something specific happens. This is especially useful in situations where your company exchanges lots of envelopes, and not all of your users need to see all those notifications. Using rules, you can set up which envelopes trigger a notification sent to all users and which notifications are only sent to a particular user. You can also send an HTTP POST request to a webhook.
Step-by-step guide to set up a rule:
Add a rule
Click on the Add rule button.2
Add a rule name
Type the rule name in the provided field.
Choose a triger
Click the When field and choose a trigger.
Select the action
Click the Select action field and choose an action.
Save the rule
Click the Save rule button to save and activate the rule.