The Appointment Status Trigger is designed to activate when an appointment is being scheduled, or the status of an appointment has changed. This will trigger your workflow bas ...
The Call Status Trigger is a workflow trigger that runs on both outbound and inbound calls. This trigger can be activated by call directions and statuses either from the curre ...
The Contact Changed trigger comes into play when a contact's details are updated, specifically in Tags, Assigned Users, Do Not Disturb (DND) status, and Custom Fields. This tr ...
The Contact Created trigger will allow the workflow to trigger when a contact is created. You can customize this trigger by adding filters such as tags or custom field data. To beg ...
The Contact DND trigger activates when a contact's DND flag is modified. The DND abbreviation stands for Do Not Disturb, a feature customers utilize to opt out of services the ...
The Contact Tag workflow activates when a tag is added or removed from a contact within the CRM. Tags are highly beneficial for organizing customer information and tracking which ...
To PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. The Stale ...
Birthday Reminder The birthday reminder trigger operates on a customer's special day, initiating a celebratory notification for the specified customer. This automated feature ...
Contact When exploring Workflow Triggers, you'll find a category titled Contact. This particular category consists of an array of triggers related to managing and engaging wi ...
TikTok Lead Form Submitted The TikTok Form Submitted trigger will run your workflow when a TikTok Lead Form has been submitted. If you have not already mapped out the TikTok field ...
Video Tracking Note: The accuracy of the video tracking depends on whether or not you have turned off the progress bar. Keeping it toggled on would interfere with the accuracy of ...
Invoice The Invoice trigger provides workflow automation tailored to payment and invoice status, according to the user's specific requirements. To configure this trigger, us ...
Abandoned Checkout trigger is used to engage with the shoppers who spent a good amount of time on your website and added a few products but left the store without completing their ...
As you create workflows and incorporate workflow triggers, you'll discover a category referred to as Shopify Triggers. This particular category comprises three distinct triggers, n ...
User Login The User Login trigger initiates the specified workflow when a user signs in to their membership account. To set up this trigger, simply click on the Add New Workflow ...
When an opportunity's pipeline stage is updated, the Pipeline Stage Change workflow trigger will be activated. This trigger operates as the opportunity card progresses through any ...
Opportunity Status Change In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you can only save the workflow, not p ...
Product Started To configure the Product Started trigger, users are advised to click on the Add New Workflow Trigger button and choose the Product Started option from the availabl ...
Products Access Removed This runs when access to a product is removed. The Product Access Removed trigger initiates a workflow when a customer's access to a specific product ...
Product Completed This runs when access to a product is completed. To configure the Product Completed trigger, users are advised to click on the Add New Workflow Trigger button a ...
The Offer Access Granted trigger comes into effect when a customer is granted access to a specific offer, initiating the designated workflow. Users should click the Add New W ...
The Product Access Granted trigger comes into play when a customer receives access to a particular product, initiating the designated workflow. Users should click the Add New ...
The Offer Access Removed trigger initiates a workflow to withdraw a customer's access to a specific offer. Users are encouraged to click the Add New Workflow Trigger button to ena ...
The Membership New Signup trigger initiates your workflow when a customer or potential lead subscribes for a membership. To set this up, click the Add New. Workflow Trigger option ...
The Category Completed workflow trigger is activated when a category of particular products is completed. To initiate this process, click the Add New Workflow Trigger option and ch ...
The Category Started workflow trigger is activated when you start a category of particular products. To initiate this process, click the Add New Workflow Trigger option and choose ...
Membership When building workflows and adding triggers, you will notice a category named Membership. Within this category you will see triggers including category completed, membe ...
The Facebook Lead Form Submitted trigger will run your workflow when a Facebook form is submitted. If you are running Facebook lead form ads and have not yet mapped your fields, v ...
The Email Event trigger is activated by specific email events, such as opens or clicks, that occur across the system or within a specific workflow. This trigger is set up to a ...
The Trigger Link Clicked automation is designed to automate actions after a customer clicks on a trigger link. This trigger link can be used to book an appointment, place an order, ...
The Survey Submitted trigger is designed for specific actions after a lead submits a survey. This trigger activates each time someone submits a survey, thus triggering the workflow ...
The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after submitting an order. This trigger works with both 1-step and 2-step ...
The "Order Form Submission" trigger will ONLY run whenever a customer submits an order form through a Funnel or website and the type of submission made ( i.e., Bump, Optin, Sa ...
The Form Submitted workflow trigger will run when a form is submitted. Note that this only works if the form was created in your CRM. To get started, click on Add New Workflow ...
The "customer replied" workflow trigger runs when an incoming message is received from a contact. It is an advanced workflow with a lot of filters and variables. This trigger ...
The Task Reminder workflow trigger will allow you to trigger a workflow based on a task that has been created previously in your CRM. This will help you create task reminders based ...
The Task Added trigger is utilized when there are one or more actions to be carried out after a task is created in the system. Depending on the task requirements, additional filter ...
Let's suppose you made any changes in the contact record. Then, this trigger will fire. It helps to sync the contact information and keep track of changes. Once you've selected a ...
The Note Added trigger activates a workflow when a note is attached to a contact. To initiate this process, click on 'Add New Workflow Trigger' and choose 'Note Added' from th ...
The Custom Date Reminder trigger will trigger the workflow on a specific date that you have set up. This is perfect for sending account review reminders or appointment reminde ...
The Workflow trigger is a function that activates a particular action or series of actions based on one or more predefined events. Various customization options are available withi ...
Order Fulfilled The Order Fulfilled trigger is used to create workflows and perform a series of actions when an order on your Shopify store has been fulfilled. Use this workflow t ...
This trigger is used when you have a workflow or series of actions to be performed when someone places an order through your Shopify store. The Order Placed trigger is utiliz ...
Business users can utilize the Proposals and Estimates trigger to trigger a workflow for use cases based upon the change in the state of a document. This will allow businesses with ...