When status changes may occur
Depending on your configuration:
An inquiry or request submitted through Ande may create or update an event in TripleSeat.
A payment submitted through Ande may automatically change an event’s status (for example, from Tentative to Definite).
If this does not align with your internal workflow, the behavior can be modified.
Available configuration options You can request changes to:
Whether inquiries/requests create or update events in TripleSeat
Whether payments trigger automatic status updates
How to request changes
To adjust these settings, contact your Account Manager and include:
The statuses your team uses in TripleSeat
Which automatic updates you would like turned off
A brief description of your preferred workflow
Your Account Manager will coordinate the necessary configuration changes.