Automating Trip Created Workflows
Tern now supports an Immediate trigger option for two key automation events:
Trip Created Automation Trigger
Status Changed Automation Trigger
This allows advisors to automate actions that occur immediately when a trip is created or its status changes, enabling faster and more efficient workflows.
The following automation triggers will also continue to be triggered immediately:
Client Approves Trip
Client Authorizes Payment
Client Requests Trip Edits
Trip Created Automation Trigger
Create a New Workflow
Navigate to Workflows in Tern.
Click the + Create New Workflow button (top right corner).
Name the workflow (e.g., Trip Created).
Add an Automation to the Workflow
Click + Add Automation.
Name the automation (e.g., Trip Request Confirmation).
Select Trip Created as the trigger event.
Choose Immediate as the timing.
Define the Automation Action
Click + Add Action and select an action type:
Send an Email (e.g., a welcome email to the client)
Create a Task (e.g., assign a follow-up task for the advisor)
Fill in the relevant details (email content, recipient, task description, etc.).
Set the automation to active when applied
Set the Workflow to Active
Ensure the is set to Active so that it triggers upon trip creation.
Example Use Case
If you have a trip request form and want to immediately send a confirmation email with next steps and add a task to remind yourself to follow up, you can:
Configure a workflow to auto-apply upon trip creation.
Add a welcome email automation set to trigger immediately.
Ensure the email is sent to the primary contact who filled out the form.
Trip Status Changed Automation Trigger
This automation is useful for triggering actions when a trip's status changes (e.g., from Inquiry to Planning).
Steps to Set Up:
Create a New Workflow
Navigate to Workflows and click + Create New Workflow.
Name the workflow (e.g., Status Change Follow-Up).
Set the workflow to auto-apply when a trip’s status changes.
Add an Automation to the Workflow
Click + Add Automation.
Name the automation (e.g., Booked Confirmation Email).
Select Status Changed as the trigger event.
Choose Immediate as the timing.
Set the Automation to active when applied
Define the Automation Action
Select an action (send an email, create a task, etc.).
Fill in the necessary details.
Set the Workflow to Active
Ensure the workflow is set to auto-apply if you are interested in it getting automatically added to any trip that moves to the relevant booking status.
Example Use Case
If you want to create a task for the advisor when a trip moves to Planning and a client approves the trip, you can:
Configure a workflow to auto-apply upon status change.
Add a task automation that immediately creates a task (e.g., “Review client preferences and send itinerary options”).
Important Considerations
Manual vs. Automated Trips: The Trip Created automation applies to both trips created from a form and those created manually in Tern.
Travelers Added: If a trip has no travelers at creation, emails won't send since there are no recipients.
Tag-Based Workflows: For automations based on specific trip types (e.g., group trips), use tag-based workflows to auto-apply workflows based on trip tags.
Next Steps
Test your workflow by creating a new trip.
Monitor automation logs to ensure emails and tasks are being executed as expected.
Provide feedback to Tern support if you encounter any issues.