# \#templates **URL:** https://community.triggre.com/tag/templates/21.md [Latest](https://community.triggre.com/latest.md) · [Categories](https://community.triggre.com/categories.md) · [Tags](https://community.triggre.com/tags.md) --- ## [154. Set up automatic PO number renewal reminders](https://community.triggre.com/t/154-set-up-automatic-po-number-renewal-reminders/956)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [March 20, 2026, 1:08pm UTC](https://community.triggre.com/t/154-set-up-automatic-po-number-renewal-reminders/956 "2026-03-20T13:08:55Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Pay Paul, our free financial management portal template. This handy template can be used to manage Purchase Order (PO) numbers, which are … --- ## [153. Show available training courses and let users register on their own](https://community.triggre.com/t/153-show-available-training-courses-and-let-users-register-on-their-own/950)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [February 20, 2026, 8:55am UTC](https://community.triggre.com/t/153-show-available-training-courses-and-let-users-register-on-their-own/950 "2026-02-20T08:55:30Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Pink partner, our free partner onboarding portal template. This handy template can also be used to manage training courses: Eddie shows yo… --- ## [152. Sync order reporting with Power BI using a webhook](https://community.triggre.com/t/152-sync-order-reporting-with-power-bi-using-a-webhook/943)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [January 9, 2026, 9:32am UTC](https://community.triggre.com/t/152-sync-order-reporting-with-power-bi-using-a-webhook/943 "2026-01-09T09:32:46Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Order Boris, our free order management portal template. With this extension, you’ll learn how to link your Triggre application to Power BI… --- ## [151. Send a weekly summary email with all pending PO approvals](https://community.triggre.com/t/151-send-a-weekly-summary-email-with-all-pending-po-approvals/942)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [January 2, 2026, 9:15am UTC](https://community.triggre.com/t/151-send-a-weekly-summary-email-with-all-pending-po-approvals/942 "2026-01-02T09:15:52Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Cassius Cash, our free order & invoice management portal template. With this extension, you’ll learn how to automatically send a weekly su… --- ## [150. Automatically generate resource forms as PDFs for assigned resources](https://community.triggre.com/t/150-automatically-generate-resource-forms-as-pdfs-for-assigned-resources/941)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [December 26, 2025, 8:23am UTC](https://community.triggre.com/t/150-automatically-generate-resource-forms-as-pdfs-for-assigned-resources/941 "2025-12-26T08:23:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Oliver Onboarding, our free onboarding & offboarding portal template. After handing out the resources a new employee needs (such as a lapt… --- ## [149. Create an overview of resources that still need to be handed out](https://community.triggre.com/t/149-create-an-overview-of-resources-that-still-need-to-be-handed-out/940)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [December 19, 2025, 8:45am UTC](https://community.triggre.com/t/149-create-an-overview-of-resources-that-still-need-to-be-handed-out/940 "2025-12-19T08:45:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Oliver Onboarding, our free onboarding & offboarding portal template. A key part of onboarding is making sure new employees receive the re… --- ## [148. Allow users to edit their invoicing email address through your portal](https://community.triggre.com/t/148-allow-users-to-edit-their-invoicing-email-address-through-your-portal/939)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [December 12, 2025, 9:23am UTC](https://community.triggre.com/t/148-allow-users-to-edit-their-invoicing-email-address-through-your-portal/939 "2025-12-12T09:23:49Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Captain Customer, our free B2B customer portal template. You’ll learn how to let customers edit their own invoicing email address directly… --- ## [147. Allow users to add new delivery addresses through your customer portal](https://community.triggre.com/t/147-allow-users-to-add-new-delivery-addresses-through-your-customer-portal/938)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [December 5, 2025, 10:11am UTC](https://community.triggre.com/t/147-allow-users-to-add-new-delivery-addresses-through-your-customer-portal/938 "2025-12-05T10:11:36Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Captain Customer, our free B2B customer portal template. Users can already place orders, but only back office staff can add new delivery a… --- ## [146. Allow users to add unregistered suppliers when requesting PO numbers](https://community.triggre.com/t/146-allow-users-to-add-unregistered-suppliers-when-requesting-po-numbers/937)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [November 28, 2025, 8:58am UTC](https://community.triggre.com/t/146-allow-users-to-add-unregistered-suppliers-when-requesting-po-numbers/937 "2025-11-28T08:58:54Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Percy Purchase, our free purchasing and budget management portal template. When a user requests a PO number (a Purchase Order number) but … --- ## [145. Automate different budget approvals per employee and department](https://community.triggre.com/t/145-automate-different-budget-approvals-per-employee-and-department/936)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [November 21, 2025, 8:23am UTC](https://community.triggre.com/t/145-automate-different-budget-approvals-per-employee-and-department/936 "2025-11-21T08:23:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Percy Purchase, our free purchasing and budget management portal template. You will learn how to set automatic approval budgets for indivi… --- ## [144. Update mailing list when bookings or events are cancelled](https://community.triggre.com/t/144-update-mailing-list-when-bookings-or-events-are-cancelled/934)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [November 14, 2025, 8:23am UTC](https://community.triggre.com/t/144-update-mailing-list-when-bookings-or-events-are-cancelled/934 "2025-11-14T08:23:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Eddie Event”, our free event organizing template. In the previous episode, we automatically added participants to the email campaign of t… --- ## [143. Sync new event attendees with Mailchimp](https://community.triggre.com/t/143-sync-new-event-attendees-with-mailchimp/928)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [November 7, 2025, 10:03am UTC](https://community.triggre.com/t/143-sync-new-event-attendees-with-mailchimp/928 "2025-11-07T10:03:40Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend “Eddie Event”, our free event organizing template, with an automated connection to your email marketing platform. When someone registers for a… --- ## [142. Automate event cancellations and refunds in your event portal](https://community.triggre.com/t/142-automate-event-cancellations-and-refunds-in-your-event-portal/927)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 31, 2025, 8:22am UTC](https://community.triggre.com/t/142-automate-event-cancellations-and-refunds-in-your-event-portal/927 "2025-10-31T08:22:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Eddie Event”, our free event organizing template. With this extension, you’ll learn how to let users cancel their booking and automatical… --- ## [141. Create an automated invoice system for your events](https://community.triggre.com/t/141-create-an-automated-invoice-system-for-your-events/925)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 24, 2025, 12:34pm UTC](https://community.triggre.com/t/141-create-an-automated-invoice-system-for-your-events/925 "2025-10-24T12:34:22Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Eddie Event”, our free event organizing template. Eddie shows you how to set a price for your event and automatically send a PDF invoice … --- ## [140. Manage participant allergies in your event registration portal](https://community.triggre.com/t/140-manage-participant-allergies-in-your-event-registration-portal/924)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 17, 2025, 8:26am UTC](https://community.triggre.com/t/140-manage-participant-allergies-in-your-event-registration-portal/924 "2025-10-17T08:26:27Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Eddie Event”, our free event organizing template. With this extension, you’ll learn how to add a feature that allows participants to indi… --- ## [139. Automatically send approved invoices to Exact Online via Zapier](https://community.triggre.com/t/139-automatically-send-approved-invoices-to-exact-online-via-zapier/921)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 10, 2025, 12:04pm UTC](https://community.triggre.com/t/139-automatically-send-approved-invoices-to-exact-online-via-zapier/921 "2025-10-10T12:04:01Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Oh-Em-Gee OCR”, our free OCR invoice automation template. With this extension, you’ll learn how to automatically send approved invoices t… --- ## [138. Automatically approve invoices with valid PO numbers](https://community.triggre.com/t/138-automatically-approve-invoices-with-valid-po-numbers/920)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 3, 2025, 7:17am UTC](https://community.triggre.com/t/138-automatically-approve-invoices-with-valid-po-numbers/920 "2025-10-03T07:17:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Oh-Em-Gee OCR”, our free OCR invoice automation template. With this extension, the system checks every uploaded invoice for a purchase or… --- ## [137. Automatically extract data from PDF invoices with Docparser](https://community.triggre.com/t/137-automatically-extract-data-from-pdf-invoices-with-docparser/919)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [September 26, 2025, 8:32am UTC](https://community.triggre.com/t/137-automatically-extract-data-from-pdf-invoices-with-docparser/919 "2025-09-26T08:32:24Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Oh-Em-Gee OCR”, our free OCR invoice automation template. OCR (Optical Character Recognition) is the technology that converts information… --- ## [136. Automatically set deadlines for country documents](https://community.triggre.com/t/136-automatically-set-deadlines-for-country-documents/918)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [September 19, 2025, 8:31am UTC](https://community.triggre.com/t/136-automatically-set-deadlines-for-country-documents/918 "2025-09-19T08:31:37Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Peter Plan”, our free resource planning portal template. You’ll learn how to automatically set deadlines for the country documents requir… --- ## [135. Automatically validate container numbers](https://community.triggre.com/t/135-automatically-validate-container-numbers/916)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [September 12, 2025, 7:14am UTC](https://community.triggre.com/t/135-automatically-validate-container-numbers/916 "2025-09-12T07:14:51Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Peter Plan”, our free resource planning portal template. With this extension, you’ll learn to add a complex validation rule to make sure … --- ## [134. Automatically detect required documents by country](https://community.triggre.com/t/134-automatically-detect-required-documents-by-country/915)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [September 5, 2025, 7:20am UTC](https://community.triggre.com/t/134-automatically-detect-required-documents-by-country/915 "2025-09-05T07:20:05Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Peter Plan. This free resource planning portal template is ideal for managing logistics operations. You’ll learn how to set up a system th… --- ## [133. Automatically schedule recurring HR talks with your employees](https://community.triggre.com/t/133-automatically-schedule-recurring-hr-talks-with-your-employees/914)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [August 29, 2025, 7:16am UTC](https://community.triggre.com/t/133-automatically-schedule-recurring-hr-talks-with-your-employees/914 "2025-08-29T07:16:00Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend Connie Contract, our free contract management template. With this extension, you can automatically schedule recurring Human Resources (HR) mee… --- ## [132. Automatically schedule end probation talks after a contract is signed](https://community.triggre.com/t/132-automatically-schedule-end-probation-talks-after-a-contract-is-signed/912)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [August 22, 2025, 8:06am UTC](https://community.triggre.com/t/132-automatically-schedule-end-probation-talks-after-a-contract-is-signed/912 "2025-08-22T08:06:04Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend Connie Contract, our free contract management template. This template streamlines HR document handling, like the contract signature process. W… --- ## [131. Lock documents: automatically create PDFs after approval via Zapier](https://community.triggre.com/t/131-lock-documents-automatically-create-pdfs-after-approval-via-zapier/911)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [August 15, 2025, 7:23am UTC](https://community.triggre.com/t/131-lock-documents-automatically-create-pdfs-after-approval-via-zapier/911 "2025-08-15T07:23:30Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend Prince Proposal, our free template designed for managing complex sales processes. These often involve various versions of proposals in Word, E… --- ## [130. Automate reminder emails for unpaid invoices](https://community.triggre.com/t/130-automate-reminder-emails-for-unpaid-invoices/909)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [August 8, 2025, 7:24am UTC](https://community.triggre.com/t/130-automate-reminder-emails-for-unpaid-invoices/909 "2025-08-08T07:24:00Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend Invoice Irwin, our free customer invoicing portal template. In today’s episode, you’ll learn how to set up automatic email reminders that are … --- ## [129. Automatically add Stripe payment links to your invoices](https://community.triggre.com/t/129-automatically-add-stripe-payment-links-to-your-invoices/908)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [August 1, 2025, 7:13am UTC](https://community.triggre.com/t/129-automatically-add-stripe-payment-links-to-your-invoices/908 "2025-08-01T07:13:00Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend Invoice Irwin, our free customer invoicing portal template. With this extension, you can add payment links directly to your PDF invoices, so c… --- ## [128. Automate periodic reminders for pending expenses](https://community.triggre.com/t/128-automate-periodic-reminders-for-pending-expenses/907)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [July 25, 2025, 7:03am UTC](https://community.triggre.com/t/128-automate-periodic-reminders-for-pending-expenses/907 "2025-07-25T07:03:00Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend Barry Backoffice, our free employee self-service portal template. With this extension, managers receive automatic emails periodically whenever… --- ## [127. Automatically send approved employee expenses to your accounting team](https://community.triggre.com/t/127-automatically-send-approved-employee-expenses-to-your-accounting-team/910)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [July 18, 2025, 7:37am UTC](https://community.triggre.com/t/127-automatically-send-approved-employee-expenses-to-your-accounting-team/910 "2025-07-18T07:37:00Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend Barry Backoffice, our free employee self-service portal template. With this addition, approved employee expenses are instantly emailed to your… --- ## [126. Create a PDF report with your employee hour registrations](https://community.triggre.com/t/126-create-a-pdf-report-with-your-employee-hour-registrations/905)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [July 11, 2025, 7:02am UTC](https://community.triggre.com/t/126-create-a-pdf-report-with-your-employee-hour-registrations/905 "2025-07-11T07:02:21Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend “Barry Backoffice”, our free employee self-service portal template. With this extension, supervisors can generate a PDF report of the employee… --- ## [125. Visualize employee hour registrations with a custom dashboard](https://community.triggre.com/t/125-visualize-employee-hour-registrations-with-a-custom-dashboard/904)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [July 4, 2025, 7:12am UTC](https://community.triggre.com/t/125-visualize-employee-hour-registrations-with-a-custom-dashboard/904 "2025-07-04T07:12:00Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend “Barry Backoffice”, our free employee self-service portal template. With this extension, supervisors can view all the employee hour registrati… [Next page](https://community.triggre.com/tag/templates/21.md?match_all_tags=true&page=1&tags%5B%5D=templates)