Below is a list of each workflow trigger to help you see how the trigger works and how it is useful to your workflow.
Contact - Add contacts to workflows when contact details change.
Birthday Reminder:
Triggers based on the date of birth field in a contact's profile.
Runs daily at 8:00 AM.
Useful for sending birthday messages or offers.
Contact Changed:
Triggers whenever a contact's information is modified.
Useful for updating records or notifying team members.
Contact Created:
Triggers when a new contact is added.
Useful for welcoming new contacts or initiating onboarding processes.
Contact Do Not Disturb (DND):
Triggers when a contact opts out of communication channels.
Useful for honouring unsubscribe requests or managing opt-outs.
Contact Tag:
Triggers when a specific tag is added or removed from a contact.
Useful for segmenting contacts or triggering specific actions based on tags.
Custom Date Reminder:
Triggers based on a custom date field in a contact's profile.
Useful for scheduling follow-ups or reminders for important dates.
Note Added/Changed:
Triggers when a note is added or modified in a contact's profile.
Useful for tracking interactions or updating records.
Task Added/Completed:
Triggers based on manual tasks added or completed.
Useful for task management or follow-ups.
Contact Engagement Score:
Triggers based on a contact's engagement score.
Useful for identifying highly engaged contacts for targeted actions.
Event - Add contacts to work flows based on specific events like a form submission, opened email or more.
Inbound Webhook:
Triggers based on incoming data from external applications.
Useful for integrating with other platforms or automating data transfer.
Call Status:
Triggers based on call statuses (incoming, outgoing, voicemail, etc.).
Useful for managing call workflows or tracking call outcomes.
Email Events:
Triggers based on email interactions (open, click, bounce, unsubscribe, etc.).
Useful for managing email campaigns or customer engagement.
Conversations Applied:
Triggers when a customer responds or interacts with a specific channel.
Useful for automating responses or managing customer inquiries.
Form Submitted:
Triggers when a form is submitted.
Useful for lead generation or data collection.
Trigger Links Clicked:
Triggers when a specific link is clicked.
Useful for tracking link engagement or triggering actions based on clicks.
Facebook Lead Form Submitted:
Triggers based on form submissions from Facebook.
Useful for lead generation or customer interactions on social media.
Instagram Lead Form Submitted:
Triggers based on form submissions from Instagram.
Useful for lead generation or customer interactions on social media.
Video Tracking:
Triggers based on video interactions.
Useful for tracking viewer engagement or following up on specific video interactions.
Twilio Validation Error:
Triggers based on validation errors from Twilio.
Useful for managing phone number errors or communication issues.
Appointments - Add a contact to a workflow when they are booked for an appointment on a calendar.
Appointment Status:
Triggers based on appointment statuses (scheduled, rescheduled, no-show, etc.).
Useful for managing appointments or sending reminders.
Customer Booked Appointment:
Triggers when a customer books an appointment.
Useful for tracking scheduled appointments or managing bookings.
Opportunities - Add a contact to a workflow when an opportunity changes.
Opportunity Status Change:
Triggers when the status of an opportunity changes.
Useful for managing sales pipelines or tracking progress.
Opportunity Created:
Triggers when a new opportunity is created.
Useful for initiating sales processes or follow-ups.
Opportunity Changed:
Triggers when an opportunity is changed.
Useful for managing opportunities as changes can trigger the next best steps or communication.
Pipeline Stage Changed:
Triggers when a Pipeline Stage is changed for an opportunity.
Useful for optimizing your pipeline communication and management.
Stale Opportunity:
Triggers when an opportunity remains in a specific stage for a defined period.
Useful for managing stale opportunities or follow-up strategies.
Affiliate - Adds a contact to a workflow when a new Affiliate or Affiliate sale takes place.
Affiliate Created:
Triggers when a new affiliate is created.
Useful for managing affiliate programs or notifying affiliates.
New Affiliate Sale:
Triggers when a sale is made by an affiliate.
Useful for tracking affiliate sales or rewarding affiliates.
Courses - Add a Contact to a workflow when granting or managing membership courses and offers.
Category Started/Completed:
Triggers based on category progress within a course.
A course category is used to organize lessons within a course product.
Useful for managing course progress or sending course-related notifications.
Lesson Started/Completed:
Triggers based on lesson progress within a course.
A lesson is the individual modules of the course product
Useful for tracking lesson completion or sending lesson-related notifications.
New Signup:
Triggers when a new user signs up for a course.
Useful for managing course enrolments or sending welcome messages.
Offer Access Granted/Removed:
Triggers when somebody is granted access to an offer or removed.
Offers are created in Memberships > Offers and attach a product (course) to it. Used to granting or offer the course.
Helpful for signalling or sending a confirmation message to the contact when offer is granted/removed.
Product Access Granted/Removed:
Triggers when access to a product is granted or removed.
A Product is the course you create with Memberships > Courses.
Used when a product Course access is granted, helpful for managing access to courses or digital products.
Product Started/Completed:
Triggers when somebody begins or completes a course (product).
Helpful for tracking progress or initiating actions when a contact starts or completes a course
User Login:
Triggers when a user logs in to take a course or membership.
Useful for tracking user activity and engagement with the course or membership platform.
Payments - Add a contact to a workflow when a payment, document or contract is created or changed.
Invoice:
Triggers based on invoice status or details change.
Useful for managing payments or sending payment-related notifications.
Payment Received:
Triggers when a payment is received within the system.
Useful when wanting to fulfil an offer, such as sending a confirmation and thank you message while granting access to a course or document.
Order Form Submission:
Triggers based on an order form submission.
Order forms can be added within the site builder.
Useful for managing and sending order-related notifications.
Order Submitted:
Triggers when any order is submitted, this is not limited to order forms, but to any product purchase submission.
Useful when managing and sending order-related notifications.
Documents & Contracts:
Triggers based on document or contract changes made.
Useful for managing document workflows or sending document-related notifications.
Subscription Status Change:
Triggers based on subscription status changes.
Useful for managing subscriptions or sending subscription-related notifications.
Refund:
Triggers when a refund occurs from an integrated payment platform.
Useful when managing and sending refund-related notifications.
Shopify - Add a contact to a workflow when a Shopify event takes place.
Abandoned Cart:
Triggers when a cart is abandoned in Shopify.
Useful for recovering lost sales or sending cart recovery emails.
Order Placed:
Triggers based on orders placed or fulfilled in Shopify.
Useful for managing and sending Shopify order-related notifications.
Order Fulfilled:
Triggers based on orders fulfilled in Shopify.
Useful for managing Shopify fulfilment-related notifications.
Facebook and Instagram Events - Add a contact to a workflow when a Facebook or Instagram event takes place.
Facebook Comments/Instagram Comments:
Triggers based on comments on Facebook or Instagram posts.
Useful for engaging with customers or managing social media interactions.
Communities - Add a contact to a workflow when changing community access.
Group Access Granted/Revoked:
Triggers when access to a group is granted or revoked.
Useful for managing community memberships or sending membership-related notifications.