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The following table describes all events which could occur in TBM, corresponding message template used for that event, and default recipients.
| Event name | Default message template type | Default recipients | Notes |
| Automation rule failed to apply | Automated notification - automation rule failed to apply to an assignment | Responsible person or all managers, if responsible person is empty. | See Automation rules topic to get additional information about automation rules |
| Automation rule is ready to be applied | Automated notification - automation rule is ready to be applied | --//-- | If automation rule behavior is set to not automatically assign next vendor in a sequence |
| Automation rule successfully applied | Automated notification - automation rule successfully applied | --//-- | |
| Customer accepted a quote request | Automated notification - customer accepted a quote | Responsible person or all managers, if responsible person is empty. | |
| Customer created a new job | Automated notification - customer created a new job | --//-- | When customer creates a new job directly from the dashboard, skipping quote request phase |
| Customer created a new project | Automated notification - customer created a new project | --//-- | |
| Customer created a quote request | Automated notification - customer created a quote request | --//-- | |
| Customer declined a quote request | Automated notification - customer declined a quote | --//-- | Variable for displaying declining reason provided by a customer: {QuoteLastMessageFromCustomer}. |
| Customer profile changes | Automated notification - customer edited own profile | --//-- | |
| Customer uploaded additional files | Automated notification - client uploaded additional files | --//-- | |
| Quote is ready | Automated notification - quote ready | To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users. | |
| Project is ready/delivered | Project delivery | To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users. | |
| Job is ready/delivered | Job delivery | To customer contact (if e-mail is provided); if contact is empty, to a customer user who initially created a quote request; if initial user is empty, to all customer's users. | |
| Message added to a job | Automated notification - message added to a job | To customer contact person user (if send to customer), or to responsible person or all managers if responsible person is empty (if sent by customer) | Variable for displaying message contents: {AdditionalText}. |
| Message added to a project | Automated notification - message added to a project | --//-- | |
| Message added to a quote | Automated notification - message added to a quote | --//-- | |
| Vendor registered | Automated notification - new vendor registered | To all managers | |
| Vendor registration confirmation | Automated notification - vendor registration confirmation | To a registered vendor | This is the only message which contains initial users's password ({RecipientPassword} variable). |
| Vendor profile changes | Automated notification - vendor edited own profile | To all managers | |
| Vendor profile changes request | Automated notification - vendor requests to edit own profile | To all managers | Used when direct changes in a profile are restricted by security system. Variable that holds explanation of desired changes provided by a user: {AdditionalText}. |
| Vendor accepted an assignment | Automated notification - vendor accepted an assignment | Responsible person or all managers, if responsible person is empty. | |
| Vendor declined an assignment | Automated notification - vendor declined an assignment | --//-- | Variable to display declining reason: {AssignmentVendorPickNotes}. |
| Vendor sent counter-offer for an assignment | Automated notification - vendor counter-offer for an assignment | --//-- | Variable to display counter-offer: {AssignmentVendorPickNotes}. |
| Vendor fully delivered an assignment | Automated notification - vendor delivered an assignment | --//-- | Variable to display delivery notes: {AssignmentNotesFromVendor}. |
| Vendor partially delivered an assignment | Automated notification - vendor partially delivered an assignment | --//-- | Variable to display delivery notes: {AssignmentNotesFromVendor}. |
| Vendor created an invoice | Automated notification - vendor created an invoice | To all managers | |
| Vendor edited an invoice | Automated notification - vendor edited an invoice | To all managers | |
| Vendor submitted test piece | Automated notification - vendor submitted a test piece | To all managers | |
| Test piece marked as finished | Automated notification - test piece results to vendor | To a vendor | |
| Quote request | Quote request | To a vendor | |
| Quote submitted | Quote request submitted | To a manager | |
| Quote accepted | Quote request accepted | To a vendor | |
| Quote declined | Quote request declined | To a vendor | |
| Quote request negotiation | Quote request in negotiation | To a vendor | |
| Vendor assigned to work | Purchase order | To a vendor | If assignment has PO attached, this file will be automatically attached to a created message. |
| Job offer to a vendor | Job offer | To a vendor | When you add a candidate in an assignment with "Offered candidate" status, or select a vendor in an assignment which has Prepare status, job offer will be automatically sent to a vendor. |