Workflow Triggers
All triggers included in triggers
Call Status
The Call Status trigger is a really interesting and underused trigger. With it, you can cause events to happen within your system such as send you a text when a call comes in but doesn't connect. Or the other way around. If you dial out but no connection.
TikTok Lead Form Submitted
The TikTok Form Submitted trigger will run your workflow when a TikTok Lead Form has been submitted.
Video Tracking
The accuracy of the video tracking depends on whether or not you have turned off the progress bar.
Workflow Actions
Adding workflow actions is the next step after adding workflow triggers.
Invoice
The Invoice trigger provides workflow automation tailored to payment and invoice status, according to the user's specific requirements.
Abandoned Checkout
The Abandoned Checkout trigger is designed to connect with customers who have spent a significant time browsing products on your website.
Shopify Triggers
As you create workflows and incorporate workflow triggers, you'll discover a category referred to as Shopify Triggers.
User Login
The User Login trigger initiates the specified workflow when a user signs in to their membership account.
Pipeline Stage Changed
When an opportunity's pipeline stage is updated, the Pipeline Stage Change workflow trigger will be activated.
Opportunity Status Change
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
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 available selections.
Products Access Removed
The Product Access Removed trigger initiates a workflow when a customer's access to a specific product has been revoked.
Product Completed
To configure the Product Completed trigger, users are advised to click on the Add New Workflow Trigger button and choose the Product Completed option from the available selections.
Offer Access Granted
The Offer Access Granted trigger comes into effect when a customer is granted access to a specific offer, initiating the designated workflow.
Product Access Granted
The Product Access Granted trigger comes into play when a customer receives access to a particular product, initiating the designated workflow.
Offer Access Removed
The Offer Access Removed trigger initiates a workflow to withdraw a customer's access to a specific offer.
Membership New Signup
The Membership New Signup trigger initiates your workflow when a customer or potential lead subscribes for a membership.
Category Completed
The Category Completed workflow trigger is activated when a category of particular products is completed.
Category Started
The Category Started workflow trigger is activated when you start a category of particular products.
Membership
When building workflows and adding triggers, you will notice a category named Membership.
Facebook Lead Form Submitted
The Facebook Lead Form Submitted trigger will run your workflow when a Facebook form is submitted.
Email Events
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.
Trigger Link Clicked
The Trigger Link Clicked automation is designed to automate actions after a customer clicks on a trigger link.
Survey Submitted
The Survey Submitted trigger is designed for specific actions after a lead submits a survey.
Order Submitted
The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order.
Order Form Submission
You will need to establish a workflow trigger and action to PUBLISH workflows. Without both, you can only save the workflow, not publish it.
Form Submitted
The Form Submitted workflow trigger will run when a form is submitted.
Customer Replied
You will need to establish a workflow trigger and action to PUBLISH workflows. Without both, you can only save the workflow, not publish it.
Contact Details
Upon opening a conversation, the contact details can be located on the right-hand side of the page.
Task Reminder
The Task Reminder workflow trigger will allow you to trigger a workflow based on a task that has been created previously in your CRM.
Task Added
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.
Note Changed
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.
Note Added
The Note Added trigger activates a workflow when a note is attached to a contact.
Custom Date Reminder
The Custom Date Reminder trigger will trigger the workflow on a specific date that you have set up.
Workflow Triggers
The Workflow trigger is a function that activates a particular action or series of actions based on one or more predefined events.
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.
Order Placed
The Order Placed trigger is utilized for creating workflows or a sequence of actions when a customer places an order through your Shopify store.
Appointment Status (Triggers)
When you want to trigger a workflow based on a change of appointment status, simply use the appointment status trigger.
Contact Changed
This allows you to cause something to happen when something is changed on a contact record. It is fairly limited but still useful.
Contact Created
This allows you to cause something to happen when a contact record is created. It is fairly limited but still useful.
Contact DND
This trigger can be used to sense either when a dnd status is changed or when it is changed to a particular setting.
Contact Tag (Trigger)
This allows you to cause something to happen when a contact tag is added or removed. It is fairly limited but still useful.
Stale Opportunities (trigger)
If you have an extensive contact list which has a number of contacts that are older and have gone stale, you can reignite them by using the "Stale Opportunities" trigger.
Birthday Reminder
This trigger is great for adding that personal touch to your automated efforts within the software.
Workflow Builder - Contact Triggers
Workflow triggers are similar to conditional statements which allow you to automate repetitive tasks. These can be used to perform actions inside of your platform or campaigns.
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