How to Create an Automation Rule in IZI

How to Create an Automation Rule in IZI

An automation rule is an instruction: “when event X occurs, if condition Y is met, perform action Z”. Set it up once, and it runs without any admin involvement. Here is the full creation process.

Step 1 — Open the Automation section

In the sidebar, select your organization → Automation → click Create rule. The configuration form will open.

Step 2 — Fill in the general settings

Field	What to enter
Rule name	A short label. Example: “10% bonus on top-up from 500”
Description	Optional. Notes for the team — why the rule was created, expiry date
Rule active	On/off toggle. Enable it now if you are ready to go live
Clubs	Leave empty = all clubs. Select specific ones = only those

Step 3 — Choose a trigger event

The event is what must happen for the rule to fire. One rule — one event. Choose from the list:

Event	When it fires
Session completed	Client ends a gaming session
Balance top-up	Client tops up their gaming balance
Order payment	Client pays for an order at the bar or shop
Balance withdrawal	Funds are deducted from the client’s balance
Group assigned	Client is added to a group
Group unassigned	Client is removed from a group

Full description of each event → Triggers catalog.

Step 4 — Add conditions (optional)

Conditions filter which clients the rule fires for. Without conditions, the rule runs for all clients who triggered the event.

Click Add condition. For each condition, choose:

1. What to check — a client parameter (hours played, amount spent, group membership, etc.)
2. Operator — ≥, >, ≤, <, =, ≠
3. Value — a number or group

Multiple conditions are joined with AND (all must be met) or OR (at least one). Conditions can be nested in groups for complex logic.

Full parameter list and examples → Rule conditions.

Step 5 — Add actions

An action is what happens when the rule fires. Click Add action and choose a type:

Accrue bonuses — credited to the client’s bonus account. Enter a formula for the amount. You can use event variables:

• On balance top-up: {{topup_amount}} * 0.1 — 10% of the top-up amount
• On session completed: {{session_duration}} / 3600 * 5 — 5 bonuses per hour
• Fixed amount: 100

Send notification — to the IZI mobile app. Enter a title (up to 40 characters) and message (up to 120 characters). Event variables can be used in the text.

Assign group — add the client to the selected group.

Unassign group — remove the client from the selected group.

Add multiple actions — they execute sequentially. For example: accrue bonus → send notification about the accrual.

Full description of each action → Actions catalog.

Step 6 — Save and verify

Click Save. The rule will appear in the automation list.

To confirm the rule is working:

1. Run a test operation — for example, top up a test client’s balance
2. Open the rule → History tab
3. Check the status of the last entry: Completed — all good, Skipped — conditions were not met, Error — problem with an action

More on troubleshooting → Execution history.

Example: 10% bonus on top-up from 300

A quick example to get started:

• Name: 10% bonus on top-up from 300
• Trigger: Balance top-up
• Condition: Top-up amount ≥ 300
• Action 1: Accrue bonuses — formula {{topup_amount}} * 0.1
• Action 2: Send notification — “You received a 10% bonus on your top-up!”

More on building a progressive deposit bonus ladder → Deposit bonus.

See also

• Actions catalog for IZI automation
• IZI Automation — rule system overview
• Conditions in IZI automation rules
• Automation rule execution history in IZI
• Client notifications via IZI automation