Page Comparison

System E-mails

1. Contacts App - https://contacts.unifiedcompliance.com/settings/system-templates

2. Auth0

1. https://chamaileon.io/

2. Auth0

Dev/Product

Marketing

Hubspot

Hubspot

Marketing Team

UserFlow

Hubspot

Hubspot

Customer Success Team

Auth0

ALL

Verify Email Address

Verification Email (using link)

Auth0 (or use Chamelion to generate HTML)

Sign up for first time

Auth0

CCH

Get MFA code when MFA enabled

Verification code for Email MFA

Auth0 (or use Chamelion to generate HTML)

User signs in with MFA enabled

Auth0

ALL

Reset Password

Change Password (link)

Auth0 (or use Chamelion to generate HTML)

User selects reset password on sign in page

Contacts

CCH

sendAcceptedRequestToJoinAccountEmail

systemAcceptedJoin

https://chamaileon.io/

Admin approves request to join account (goes to the User)

Contacts

CCH

sendAccountDeactivatedAdminEmail

systemAccountDeactivatedAdmin

https://chamaileon.io/

When Admin deletes an account

Contacts

CCH

sendAccountDeactivatedAdminsEmail

systemAccountDeactivatedAdmins

https://chamaileon.io/

When Admin deletes an account

Contacts

CCH

sendAccountDeactivatedEmail

systemAccountDeactivatedUsers

https://chamaileon.io/

When Admin deletes an account (goes to Users)

Contacts

CCH

sendAccountDeactivatedInviteesEmail

systemAccountDeactivatedInvites

https://chamaileon.io/

When Admin deletes an account (goes to invitees)

Contacts

CCH

sendAccountDeactivatedRequestedEmail

systemAccountDeactivatedRequested

https://chamaileon.io/

When Admin deletes an account (goes to pending requesters that asked to join)

Contacts

CCH

sendAccountDetailsEmail

systemSharedAccountDetails

https://chamaileon.io/

When a list is distributed

Contacts

CCH

sendAccountMergeApprovedEmail

systemMergeRequestApproved

https://chamaileon.io/

When an account merge request is approved

Contacts

CCH

sendAccountMergeCompletedDestinationEmail

systemMergeCompletedDestination

https://chamaileon.io/

When an account merge is completed (goes to destination account admin)

Contacts

CCH

sendAccountMergeCompletedOriginEmail

systemMergeCompletedOrigin

https://chamaileon.io/

When an account merge is completed (goes to origin account admin)

Contacts

CCH

sendAccountMergeDeclinedEmail

systemMergeDeclined

https://chamaileon.io/

When an account merge is declined

Contacts

CCH

sendAccountMergePendingEmail

systemMergePending

https://chamaileon.io/

When a request to merge accounts occurs (goes to originator)

Contacts

CCH

sendAccountMergeRequestEmail

systemMergeAccountRequest

https://chamaileon.io/

When a request to merge accounts occurs (goes to destination)

Contacts

CCH

sendAPIWhiteboxAdminNotificationEmail

systemWhiteboxAdminNotifications

https://chamaileon.io/

When new public applications become available to a whitebox account

Contacts

CCH

sendDeclinedRequestToJoinAccountEmail

systemJoinAccountDeclined

https://chamaileon.io/

When an admin declines a request to join

Contacts

CCH

sendEmailUpdateEmail

systemEmailUpdate

https://chamaileon.io/

When user submits a request to update their email address

Contacts

CCH

sendFinishedBuildEmail

systemBuildFinishedAvailable

https://chamaileon.io/

When a build completes

Contacts

CCH

sendInternalCCPurchaseEmail

systemPurchaseSuccessInternal

https://chamaileon.io/

When customer has paid for a subscription (the email goes to UC Admins with details of the order)

Contacts

CCH

sendInternalDemoRequestEmail

systemDemoRequestInternal

https://chamaileon.io/

When a customer requests a demo (email goes to UC Admins)

Contacts

CCH

sendInternalNoRenewalEmail

systemNoRenewal

https://chamaileon.io/

When a customer does not renew their subscription (email goes to UC Admins)

Contacts

CCH

sendInternalPORequestEmail

systemPoRequestReviewInternal

https://chamaileon.io/

When a customer purchases a subscription on a Purchase Order (email goes to UC Admins)

Contacts

CCH

sendInternalQuoteEmail

systemQuoteRequestInternal

https://chamaileon.io/

When a customer requests a quote (email goes to UC Admins)When a customer requests a quote

Contacts

CCH

sendInternalRefundChargeBackEmail

systemChargeBackRefundInternal

https://chamaileon.io/

When a customer modifies a subscription requiring a chargeback refund (email goes to UC Admins)

Contacts

CCH

sendInternalRelatedDomainRequestEmail

systemRelatedDomainInternal

https://chamaileon.io/

When a customer has submitted a related domain request for approval

Contacts

CCH

sendInternalRenewalWebhookEmail

Disabled

https://chamaileon.io/

No longer used

Contacts

CCH

sendInternalSampleBuildRequestEmail

systemBuildRequestInternal

https://chamaileon.io/

When a customer has requested a Sample Build file be sent

Contacts

CCH

sendInternalWeeklyReportEmail

systemWeeklyAccountUserReport

https://chamaileon.io/

Automatic weekly account and user report (email sent to UC Admins)

Contacts

CCH

sendInviteToJoinAccountEmail

systemJoinAccountInvite

https://chamaileon.io/

When an Admin invites a user to the account (email goes to the user)

Contacts

CCH

sendJoinAccountVerificationEmail

systemJoinAccountVerification

https://chamaileon.io/

When a user has requested to join an account (email goes to the user and contains a validation token)

Contacts

CCH

sendPasswordResetEmail

systemPasswordReset

https://chamaileon.io/

No longer used - handled by Auth0 now

Contacts

CCH

sendPORequestApprovalEmail

systemPORequestApproved

https://chamaileon.io/

When a purchase order has been approved (email goes to the customer)

Contacts

CCH

sendPORequestDeniedEmail

systemPORequestDenied

https://chamaileon.io/

When a purchase order has been denied (email goes to the customer)

Contacts

CCH

sendQuoteEmail

systemQuoteRequest

https://chamaileon.io/

When a customer requests a quote (email goes to the customer)

Contacts

CCH

sendRequestToJoinAccountEmail

systemJoinAccountRequest

https://chamaileon.io/

When a user requests to join an account (email goes to the account admin)

Contacts

CCH

sendSampleBuildRequestConfirmationEmail

systemBuildRequestUser

https://chamaileon.io/

When a user requests a sample build (email goes to the customer making the request)

Contacts

CCH

sendSampleBuildRequestEmail

systemSampleBuildRequest

https://chamaileon.io/

When a customer requests a sample build (contains the build files)

Contacts

CCH

sendVerificationEmail

systemAccountVerification

https://chamaileon.io/

When a user signs up and creates a new account (email goes to customer telling them account needs to be verified)

Contacts

CCH

sendWelcomeEmail

systemNewUser

https://chamaileon.io/

When a user signs up and creates a new account (email goes to customer)

Contacts

contacts

pruneDeletedAccounts

systemWeeklyAccountUserCleanupReport

https://chamaileon.io/

May not be live anymore

Contacts

contacts

samplebuildmoreinfoAction

systemSampleBuildRequestFollowup

https://chamaileon.io/

May not be live anymore

Contacts

contacts

sendRenewalFirstEmails

Renewal Email #1

https://chamaileon.io/

May not be live anymore

Contacts

contacts

sendRenewalResoldFirstEmails

VAR Renewal Email #1

https://chamaileon.io/

May not be live anymore

Contacts

contacts

sendRenewalResoldSecondEmails

VAR Renewal Email #2

https://chamaileon.io/

May not be live anymore

Contacts

contacts

sendRenewalResoldThirdEmails

VAR Renewal Email #3

https://chamaileon.io/

May not be live anymore

Contacts

contacts

sendRenewealsSecondEmails

Renewal Email #2

https://chamaileon.io/

May not be live anymore

Contacts

contacts

sendRenewalThirdEmails

Renewal Email #3

https://chamaileon.io/

May not be live anymore

Contacts

NextGen

autoApprovalAdmin

systemUC40AutoApprovalAdmin

https://chamaileon.io/

When a new user joins an account where auto approval enabled (email goes to account Admin)

Contacts

NextGen

invited

systemUC40Invited

https://chamaileon.io/

When a user (that already has registered) is invited to an account (email goes to the user with the link to Log In)

Contacts

NextGen

invitedMessage

systemUC40InvitedMessage

https://chamaileon.io/

When a new user is invited to an account (email goes to the user) and the Admin entered a custom message to the user (this feature disabled currently)

Contacts

NextGen

invitedRegister

systemUC40InvitedRegister

https://chamaileon.io/

When a user (that has not already registered) is invited to an account (email goes to the user with the link to Sign Up)

Contacts

NextGen

invitedRegisterMessage

systemUC40InvitedRegisterMessage

https://chamaileon.io/

When a user (that has not already registered) is invited to an account (email goes to the user with the link to Sign Up) that contains a customer message (currently not enabled)

Contacts

NextGen

RequestToJoin

systemUC40RequestToJoin

https://chamaileon.io/

When a user requests to join an account that does not have auto approval enabled (emails goes to the account Admin)

Contacts

NextGen

RequestToJoinApproved

systemUC40RequestToJoinApproved

https://chamaileon.io/

When an account admin approves a request to join (email goes to the user)

Contacts

NextGen

RequestToJoinApprovedAdmin

systemUC40RequestToJoinApprovedAdmin

https://chamaileon.io/

When an account admin approves a request to join (email goes to the account Admin)