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Workflow Triggers

This article details how to set up and customize workflow triggers in a CRM system, enabling businesses to tailor triggers to specific events and improve operational efficiency.

Workflow Triggers - Appointment Status (trigger)

This article explains the Appointment Status Trigger, which activates workflows based on changes in appointment statuses, enhancing business process automation.

Workflow Triggers - Call Status (trigger)

This article discusses the Call Status Trigger, a tool that automates workflows based on the status and direction of calls, enhancing communication efficiency.

Workflow Triggers - Contact Changed (trigger)

This article explains the Contact Changed trigger, which automates workflows in response to updates in contact details like Tags and DND status.

Workflow Triggers - Contact Created (trigger)

This article details the Contact Created trigger, which activates workflows when a new contact is added, with options to customize using tags and custom fields.

Workflow Triggers - Contact DND (trigger)

This article explains the Contact DND trigger, which activates workflows based on changes to a contact's Do Not Disturb settings for communication channels.

Workflow Triggers - Contact Tag (trigger)

This article details the Contact Tag workflow trigger, which activates when tags are added or removed, allowing efficient management and follow-up with contacts.

Workflow Triggers - Stale Opportunities (trigger)

This article explains the Stale Opportunities trigger in workflows, designed to automate actions for opportunities deemed stale after a specific duration.

Workflow Triggers - Birthday Reminder (trigger)

This article details the birthday reminder trigger in CRM workflows, which sends celebratory notifications to enhance customer relationships on special days.

Workflow Triggers - Contact Triggers

This article provides an overview of the various Workflow Triggers in the Contact category, each designed to enhance contact management and improve personalized communication in CRM systems.

Workflow Triggers - TikTok Lead Form Submitted (trigger)

This article describes the TikTok Form Submitted trigger, which automates workflows within your CRM when a lead form from TikTok is submitted.

Workflow Triggers - Video Tracking (trigger)

This article explains how to set up a Video Tracking Workflow Trigger in your CRM, ensuring accurate tracking by adjusting video settings and applying filters.

Workflow Triggers - Invoice (trigger)

This article discusses how to use the Invoice trigger in workflows for automating tasks related to invoice and payment status, enhancing financial management.

Workflow Triggers - Abandoned Checkout (trigger)

This article describes the Abandoned Checkout trigger, which engages customers who leave your site without completing a purchase, using filters like duration and cart value.

Workflow Triggers - Shopify Triggers

This article introduces Shopify Triggers for workflows, including Abandoned Checkout, Order Placed, and Order Fulfilled, to enhance e-commerce operations on Shopify.

Workflow Triggers - User Login (trigger)

This article details the User Login trigger, which activates workflows upon user login to a membership platform, enhancing management and user experience.

Workflow Triggers - Pipeline Stage Changed - (trigger)

This article describes the Pipeline Stage Change workflow trigger, which activates when an opportunity card moves through stages in the pipeline, with customizable filters for targeted actions.

Workflow Triggers - Opportunity Status Change (trigger)

This article explains how to set up the Opportunity Status Change trigger in CRM workflows, detailing its activation based on specific status changes and available filters.

Workflow Triggers - Product Started (trigger)

This article outlines how to set up the Product Started trigger in workflows, which activates when a customer begins using a product, enhancing management and customer experience.

Workflow Triggers - Products Access Removed (trigger)

This article explains how to use the Product Access Removed trigger in workflows, which activates when a customer's product access is revoked, enhancing control and customer management.

Workflow Triggers - Product Completed (trigger)

This article outlines how to set up the Product Completed trigger in workflows, which activates when a customer completes their access to a product, enhancing management and customer experience.

Workflow Triggers - Offer Access Granted (trigger)

This article explains how to use the Offer Access Granted trigger in workflows, which activates when a customer is granted access to a specific offer, enhancing offer management and customer experience.

Workflow Triggers - Product Access Granted (trigger)

This article describes setting up the Product Access Granted trigger in workflows, which activates when a customer is given access to a product, improving management and customer experience.

Workflow Triggers - Offer Access Removed (trigger)

This article explains how to set up the Offer Access Removed trigger in workflows, which activates when a customer's access to a specific offer is withdrawn, enhancing management and customer experience.

Workflow Triggers - Membership New Signup (trigger)

This article outlines how to set up the Membership New Signup trigger in workflows, which activates when a customer signs up for a membership, enhancing management and member onboarding.

Workflow Triggers - Category Completed (trigger)

This article explains how to use the Category Completed workflow trigger, which activates when a product category is completed, aiding in project management and product development.

Workflow Triggers - Category Started (trigger)

This article details how to use the Category Started workflow trigger, which activates when a category of products is initiated, enhancing project management and product development.

Workflow Triggers - Membership Triggers

This article provides an overview of the Membership category in workflow triggers, detailing each specific trigger available for managing memberships, product access, and user activities efficiently.

Workflow Triggers - Facebook Lead Form Submitted (trigger)

This article describes how to set up the Facebook Lead Form Submitted trigger in your CRM workflow, which activates when a form on Facebook is submitted, ensuring all data is integrated into your CRM.

Workflow Triggers - Email Events (trigger)

This article details how to set up the Email Event trigger in CRM workflows, which activates based on specific email actions like opens or clicks, enhancing email marketing strategies and customer engagement.

Workflow Triggers - Trigger Link Clicked (trigger)

This article explains the Trigger Link Clicked automation, which automates specific actions when a customer clicks a link, enhancing efficiency and customer interaction.

Workflow Triggers - Survey Submitted (triggers)

This article describes setting up the Survey Submitted trigger, which activates workflows based on survey submissions to enhance efficiency and customer interaction.

Workflow Triggers - Order Submitted (trigger)

This article explains how to set up the Order Submitted trigger in workflows, enabling automated upselling and efficient customer engagement following an order submission.

Workflow Triggers - Order Form Submission (trigger)

This article details how to set up the "Order Form Submission" trigger, enabling workflow automation based on customer interactions with order forms on websites or funnels.

Workflow Triggers - Form Submitted (trigger)

This article explains how to set up the Form Submitted workflow trigger, which activates when a form created within your CRM is submitted, facilitating automated responses and notifications.

Workflow Triggers - Customer Replied (trigger)

This article details how to use the "Customer Replied" workflow trigger, which activates when a message is received from a contact, utilizing advanced filters and Google's natural language processing for tailored automation responses.

Workflow Triggers - Task Reminder (trigger)

This article explains how to set up the Task Reminder workflow trigger, which activates based on previously created tasks in your CRM, enhancing task management.

Workflow Triggers - Task Added (trigger)

This article describes how to set up the Task Added workflow trigger, which activates when a new task is created in the system, allowing for automated follow-up actions.

Workflow Triggers - Note Changed (trigger)

This article outlines how to set up the Note Changed workflow trigger, which activates when changes are made to a contact's note, with filters to customize based on tag presence.

Workflow Triggers - Note Added (trigger)

This article explains how to set up the Note Added workflow trigger, which activates when a note is added to a contact, with options to filter by tag presence for targeted actions.

Workflow Triggers - Custom Date Reminder (trigger)

This article describes how to set up the Custom Date Reminder workflow trigger, ideal for sending notifications on specified dates, such as account reviews or birthday messages, with filters to refine the timing of reminders.

Workflow Triggers - Order Fulfilled (trigger)

This article explains how to set up the Order Fulfilled trigger in workflows, which activates when an order in your Shopify store is fulfilled, using filters like Cart Value for specific actions.

Workflow Triggers - Order Placed (trigger)

This article details setting up the Order Placed trigger in workflows, which activates when a customer places an order through your Shopify store, enabling tailored actions like sending internal notifications.

Workflow Triggers - Proposals and Estimates (trigger)

This article explains how to use the Proposals and Estimates trigger in workflows, enabling actions based on changes in document states, ideal for updating records, sending invoices, and managing follow-ups.