COHO Action Triggers / Workflow Template Triggers

COHO Action Triggers / Workflow Template Triggers

This article provides two comprehensive lists of Action Triggers available within COHO. The first is a complete list of all triggers, designed to help you stay on top of key compliance, maintenance, and operational tasks by highlighting when action is required.

The second highlights the triggers that can be used within Workflow Templates, allowing you to build automated workflows and streamline recurring processes.

Please note that the contents of this list are subject to change at any time without notice.


COHO Action Triggers

Gas Safety Certificate Required

Configure Gas Safety Certification

Configure Tenant Find

Configure Tenant Referencing

Configure Right to Rent

Configure Maintenance

Invite your tenant to join your COHO property

Remind Your Tenant to Join COHO

Add Right to Rent Documents

Configure Contract

Add Contract

Configure Boiler Servicing

Configure Deposit Management

Configure EICR

Configure EPC

Configure Rent Collection

EPC Required

Boiler Service Due

EICR Required

Register Tenancy Deposit

Set Deposit Management Information

Acknowledge Deposit Management Information

You have a new Gas Safety Certificate to view

You have a new Energy Performance Certificate to view

View the "How to Rent" Guide

Configure HMO Licence

HMO Licence Required

Send Updated Gas Safety Certificate

Configure Inspection

Inspection Due

Rent Payment is Due

Rent Payment is Due

Rent Payment is Overdue

You have a new Electrical Installation Conditon Report to view

Set Bills

New, High Severity Maintenance Issue

Unactioned Maintenance Issue

Right to Rent Follow Up Required

Contract Requires Countersigning

Contract Expired

Contract Expiring Soon

Contract Rejected

New Contract

New Contract Proposed

Contract Expired

Contract Expiring Soon

Invitation to Move-in

Viewing Invite

Configure Fire Safety

Configure Health & Safety

Configure PAT

Configure Property Access

Portable Appliance Test Due

Add Fire Safety Item

Add Health & Safety Item

Configure Building Insurance

Add Building Insurance Information

Configure Mortgage

Add Mortgage Information

New Maintenance Issue

You have a new HMO licence to view

Tenancy Accepted

Tenancy Rejected

Tenancy Invite

Additional Property Information Required

Viewing Confirmation Required

Viewing Pre-confirmation Required

Viewing Response Required

Viewing Date Proposed

Viewing Response Required

Viewing Date Accepted

Viewing Cancelled

Viewing Date Proposal Required

Viewing Cancelled

New Lead

Set holding fee

Pay holding fee

Acknowledge receipt of holding fee

Send application form

Fill in application form

Review application form

Begin applicant referencing

Provide referencing details

Provide applicant referencing results

Provide guarantor details

Begin guarantor referencing

Provide guarantor referencing results

Create a contract

Sign the contract

Confirm the contract

Set move in monies

Pay move-in monies

Acknowledge receipt of move-in monies

Follow-up an onboarding

Generate tenancy rent schedule

Set move-in day details

Rent payment due soon

Rent payment due today

Rent payment overdue

Rent payment expected today

Missed rent payment reason provided

Get peace of mind with Contents Insurance

Invite the property owner to join your COHO property

Remind the property owner to join COHO

New Maintenance Issue

You have a new EICR to view

You have a new EPC to view

You have a new Gas Safety Certificate to view

You have a new HMO licence to view

You have a new settlement

You have a new boiler service

Review applicant digital reference result

Review applicant reference result

Review guarantor digital reference result

Review guarantor reference result

Pay the invoice

HMO License Anniversary Reminder

Maintenance Issue Assigned

Maintenance Issue Requires Review

How is your tenancy going?

Workflow -> Onboarding Cancelled

Configure Custom Certification

Renew Custom Certificate

Workflow -> New Onboarding Started

Workflow -> New Tenancy Added (directly)

Workflow -> Tenancy Move-Out Date Set

Recommendation: Rent Automation

Recommendation: Tenant Rewards

Recommendation: Tenant Insurance

Maintenance Issue Reported

Maintenance Schedule Date Proposed

Maintenance Estimate Provided

Property Owner Response to Maintenance Issue

Maintenance Ready For Review

Maintenance Issue Invoice Provided

Maintenance Issue Assigned

New Maintenance Issue

Viewing date proposed

New viewing proposal

Viewing Questionnaire filled

Viewing Questionnaire Response Required

TDS Certificate Received

TDS Deposit To Be Paid

TDS Deposit Paid But No Certificate

Deposit management needs to be signed

Deposit management signature needs to be reviewed

Go Cardless Payment To Delete

Go Cardless: Tenancy Missing Active Mandate

GoCardless Billing Request Expired

Make COHO profile public

Join COHO Rewards

You have a new Inventory to view

A tenant has changed their email

Viewing applicant gave feedback

Rent Review Due

Recommendation: Shared Living Survey Prize

Recommendation: Manager Credit Control Warning

Recommendation: Manager COHO X GoCardless Webinar

Recommendation: Manager Future of HMOs Whitepaper

Recommendation: Sanction Check

Recommendation: HMO Summit



COHO Workflow Template Triggers

Gas Safety Certificate Required

Add Right to Rent Documents

Add Contract

EPC Required

Boiler Service Due

EICR Required

Register Tenancy Deposit

Set Deposit Management Information

HMO Licence Required

Send Updated Gas Safety Certificate

Inspection Due

Rent Payment is Due

Set Bills

New, High Severity Maintenance Issue

Right to Rent Follow Up Required

Contract Requires Countersigning

Contract Expired

Contract Expiring Soon

Portable Appliance Test Due

Add Fire Safety Item

Add Health & Safety Item

Add Building Insurance Information

Add Mortgage Information

New Maintenance Issue

Viewing Date Accepted

Viewing Cancelled

Viewing Date Proposal Required

New Lead

Set holding fee

Acknowledge receipt of holding fee

Review application form

Begin applicant referencing

Provide applicant referencing results

Begin guarantor referencing

Provide guarantor referencing results

Create a contract

Confirm the contract

Set move in monies

Acknowledge receipt of move-in monies

Follow-up an onboarding

Generate tenancy rent schedule

Set move-in day details

Rent payment expected today

Missed rent payment reason provided

Review applicant reference result

Review guarantor reference result

HMO License Anniversary Reminder

Workflow -> Onboarding Cancelled

Renew Custom Certificate

Workflow -> New Onboarding Started

Workflow -> New Tenancy Added (directly)

Workflow -> Tenancy Move-Out Date Set

Maintenance Issue Reported

Maintenance Issue Assigned

TDS Certificate Received

TDS Deposit To Be Paid

TDS Deposit Paid But No Certificate

Rent Review Due


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