Cadence Conditions

All cadence conditions are divided based on the Object they are related to. Below you can find the list of all Objects and Cadence Step Conditions with a short explanation for each and tips for best practice.

Customer Level Cadence Conditions

Cadence Condition	Description
Customer is created	Communication is triggered after the customer record has been created. To have the communication triggered, the customer must be created with cadence assigned automatically upon customer creation. Tip: To achieve this, you need to select the Default Cadence. Default Cadence is automatically applied to all new customers. Without a default cadence, customers must be assigned to a cadence manually. To choose a default cadence, click the Star icon next to the cadence.
Customer updates a payment method	Communication is triggered when a customer updates a payment method on file.
Customer’s balance exceeds threshold	Communication is triggered when a customer’s outstanding balance is greater than the specified amount (set the amount threshold under the cadence condition settings).
Oldest Invoice exceeds threshold	Communication is triggered when a customer’s oldest invoice has a Past Due status for a specified number of days (set the number of days under cadence condition settings).
Before Credit Card expires	Communication is triggered before the credit card expiration date.
After Credit Card expires	Communication is triggered after the credit card expiration date. Tip We consider the Credit Card expiration date as the last calendar day of the expiration month. For example, a credit card's expiration date may read as 11/26, which means the card is active until the last day of November 2026
After a Cadence is assigned	Communication is triggered after the cadence is assigned to the customer.
After Last Contacted date	Communication is triggered after the last message sent date. You may find a field Last Contacted on the Customer Record page. Tip: The date value for Last Contacted field is used for triggering communication. →
Before the next Auto Charge	Communication is triggered before the next Auto Payment date. You may find a field Next Auto Charge on the Customer Record page. Tip: The date value for the Next Auto Charge field is used for triggering communication.
Auto–payment schedule is created	Communication is triggered when an auto-payment schedule is created.
Auto–payment schedule is cancelled	Communication is triggered when an auto-payment schedule is cancelled.

Invoice Level Cadence Conditions

Cadence Condition	Description
Invoice is created	Communication is triggered after the invoice has been created.
After the Invoice Date	Communication is triggered after the invoice date.
Before the Due Date	Communication is triggered before the invoice due date.
After the Due Date	Communication is triggered after the invoice due date.
Before Expected Date	Communication is triggered before the invoice expected date.
After Expected Date	Communication is triggered after the invoice expected date.
Invoice is updated	Communication is triggered when the invoice has been updated, either in AR Automation or in your accounting system.
Invoice is fully paid	Communication is triggered when the invoice has been fully paid.

Cadence conditions that trigger statements

In order to trigger a statement to be sent out to a specific customer, you need to select at least one of the following Statement Cadence Conditions as the cadence applied to your customers.

Cadence Condition	Description
Day of month	Communication triggers a statement to be generated and sent out on a specific day of the month.
Invoices are due	Communication triggers a statement when the customer has a specific number of invoices in a Past Due status.
Invoices are created	Communication triggers a statement when the customer has a specific number of invoices created.

Tip: For the Invoices are due and Invoices are created steps, you can set the number of invoices in their respective cadence condition settings. These conditions trigger communication once a day, as long as the customer account meets cadence condition rules.

Payment Cadence Conditions

In order to trigger communications related to payment, you need to select at least one of the following Payment Cadence Conditions as the cadence applied to your customers. If the payment cadence condition is applied to the invoice only, communication will not be triggered.

Cadence Condition	Description
Payment Declined	Communication is triggered when an auto payment with any payment method is declined. Tip: Communication is not triggered for payments attempted via the Customer Portal manually, as the shopper will see a decline response directly on the Customer Portal.
Payment Receipt	Communication is triggered when payment is processed successfully (when payment status is Succeeded).
Payment Authorized	Communication is triggered when ACH payment is successfully attempted. ACH payment has a status of Authorized.
Before Payment Due Date	Communication is triggered before payment due date. This is only for payments based on a Payment Plan Payment.
After Payment Due Date	Communication is triggered before payment due date. This is only for payments based on a Payment Plan Payment.

Payment Plan Cadence Conditions

In order to trigger communications related to Payment Plan payments, you need to add a Payment Plan cadence condition to the Payment Plan. If the Payment Plan cadence condition is only applied to the customer/invoice, communication will not be triggered.

Cadence Condition	Description
Past Due Payment exceeds threshold	Communication is triggered when the oldest Payment Plan payment has a status of Past Due for a specified number of days (set the number of days under cadence condition settings).

Subscription Cadence Conditions

In order to trigger communications related to subscriptions, you need to add at least one of the following Subscription Cadence Conditions to the cadence applied to your customers.

Cadence Condition	Description
Subscription is created	Communication is triggered after the subscription has been created.
Subscription is updated	Communication is triggered after the subscription has been updated.
Subscription is cancelled	Communication is triggered after the subscription has been cancelled.
Subscription is paused	Communication is triggered after the subscription has been paused.
Before next renewal	Communication is triggered before the subscription renewal date.
After next renewal	Communication is triggered after the subscription renewal date.
Before next service period starts	Communication is triggered before the next service period start date.
After next service period starts	Communication is triggered after the next service period start date.
Before next service period ends	Communication is triggered before the next service period end date.
After next service period ends	Communication is triggered after the next service period end date.
Before subscription ends	Communication is triggered before the subscription end date.
After subscriptions ends	Communication is triggered after the subscription end date.

Quotes Cadence Conditions

In order to trigger communications related to quotes, you need to add at least one of the following Quotes Cadence Conditions to the cadence applied to your customers.

Cadence Condition	Description
Quote is created	Communication is triggered after quote has been created.
Quote not viewed	Communication is triggered after quote has not been viewed for a specific number of days.
Quote is Pending	Communication is triggered after quote has a status of Pending for a specific number of days.

Prospect Cadence Conditions

In order to trigger communications related to Prospects, you need to add the following Prospect Cadence Conditions to the Cadence applied to your prospects.

Cadence Condition	Description
Prospect is created	Communication is triggered after the prospect record has been created. To have the communication triggered, prospects must be created with a cadence assigned automatically upon prospect creation. The Default Cadence is automatically applied to all new prospects.

Other Cadence Conditions

Cadence Condition	Description
Day of month	Communication is triggered on a specific day of the month for all customers who have a cadence with this condition assigned. This is useful for bulk email dispatch, like sending an email on the first day of every month.
On a particular day	Communication is triggered on a particular fixed date, like sending an email on November 1st, 2026.