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Workflow (Triggers)

Workflow (Triggers)

November 11, 20222 min read

A Workflow trigger is an event or more than one event that will cause the system to perform a specific action or series of actions as per the intended objective. There are plenty of customizations available inside the trigger option that can suit the needs of every business.

Editing Workflow Trigger Names

The title you name a workflow trigger. You can name your workflow triggers any way you want. This helps with identifying triggers quickly and organizing the workflows.

Changing Workflow Trigger Type

This is the type of trigger assigned to a workflow. You have a few different options. Each option relates to a different category in your CRM system:

  1. CRM Triggers

  2. Membership Triggers

  3. Facebooks Triggers

  4. Shopify Triggers

Choosing Workflow Triggers

Here you can select the trigger you want to work with. The triggers are arranged alphabetically.

Adding Workflow Trigger Filters

Filters allow you to apply a specific trigger to a workflow. Without a filter, the workflow will only trigger the default.

Every workflow trigger has its own filter. Choose the workflow trigger you want to work with and the filter icon will pop up below, click on it to get the filter options available for that particular workflow trigger.

Adding New Workflow Triggers

You can start building your workflow by clicking on the " Add New Workflow Trigger" icon.


CRM Triggers

  1. Appointment Trigger

  2. Birthday Reminder

  3. Customer Booked Appointment

  4. Call Status Trigger

  5. Contact Changed

  6. Contact Created

  7. Contact DND

  8. Contact Tag

  9. Custom Date Reminder

  10. Custom Replied

  11. Email Events

  12. Form Submitted

  13. Note Added

  14. Note Changed

  15. Opportunity Status Change

  16. Order Form Submission

  17. Pipeline Staged Changed

  18. Stale Opportunities

  19. Survey Submitted

  20. Task Added

  21. Task Reminder

  22. Trigger Link Clicked

  23. Two Validation Error

Membership Triggers

  1. Category Completed

  2. Membership New Sign Up

  3. Offer Access Granted

  4. Offer Access Removed

  5. Product Completed

  6. User Login

Facebook Triggers

  1. Facebook Lead Form Submitted

Shopify Triggers

  1. Abandoned Checkout

  2. Order Fulfilled

  3. Order Placed


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