This article will teach you the triggers you can use within a workflow.
Inside the Workflow Builder, you can have one or multiple triggers to fire off a series of actions.
This is the complete list:
Birthday Reminder: Runs on the customer's birthday (if this information is on their contact record) at 8 AM. Adds them to the workflow automatically at their birthday.
Contact Changed: Runs when a contact data is updated
Contact Created: Runs when a new contact record is added
Contact DND: Runs when a contact is set to Do Not Disturb
Contact Tag: Runs when a tag is added to a contact
Custom Date Reminder: Runs on a custom date
Note Added: Runs when a note is added to the contact
Note Changed: Runs when a note is modified
Task Added: Runs when a task is added for the contact
Task Reminder: Reminds that the task is due
Task Completed: Runs when a task has been marked as completed
Inbound Webhook: Adds a workflow trigger, and on execution, the contact gets added to the workflow
Call Status: Runs on outbound and inbound calls
Email Events: Runs on specific email events
Customer Replied: Runs when an incoming message is received from a contact
Form Submitted: Runs when a form is submitted.
Survey Submitted: Runs when a survey is submitted.
Trigger Link Clicked: Runs when a trigger link is clicked
Facebook Lead Form Submitted: Runs when the lead submits your Facebook Form
TikTok Form Submitted: Runs when a TikTok lead form is submitted
Video Tracking: Runs when a lead watches a video in one of your funnels. You can filter by a specified percentage viewed.
Twilio Validation Error: Runs based on the Twilio Lookup response before sending an SMS or making a call. Number Validation has to be enabled in Agency Twilio Settings.
LinkedIn Lead Form Submitted: Runs when a LinkedIn lead form is submitted
Appointment Status: Runs on all appointment status updates
Customer Booked Appointment: Runs when the customer books an appointment.
Opportunity Status Changed: Runs when the opportunity status gets changed
Opportunity Created: Runs when the opportunity gets created
Opportunity Changed: Runs when the opportunity changes.
Pipeline Stage Changed: The pipeline stage was updated for an opportunity.
Stale Opportunities: Runs when opportunities are older than the given time duration
Affiliate Created: Runs when a New Affiliate is Created.
New Affiliate Sales: Runs when a new sales transaction is recorded for an affiliate.
Category Started: Runs when a category of specified product starts
Category Completed: Runs when a category of specified product gets completed.
Lesson Started: Runs when lesson starts.
Lesson Completed: Runs when lesson gets completed
Membership New Signup: A customer/lead subscribed for membership
Offer Access Granted: Runs when access to offer is granted
Offer Access Removed: Runs when access to offer is removed
Product Access Granted: Runs when access to product is granted
Product Access Removed: Runs when access to product is removed
Product Started: Runs when product starts
Product Completed: Runs when product gets completed
User Login: Runs when user logs in to a membership.
Invoice: Runs when an Invoice is created or updated
Payment Received: Runs when a Payment is recieved.
Order Form Submission: Runs when an Order Form is submitted.
Order Submitted: Runs when an Order is submitted.
Proposals & Estimates: Runs when a proposal or estimate has been send.
Abandoned Checkout: Runs when the leads (shoppers) do not complete the checkout
Order Placed: Runs when the leads (shoppers) place an order
Order Fulfilled: Runs when the order is fulfilled by the store, after the lead has already placed the order
Group Access Granted: Runs when the User joins the Community
Group Access Revoked: Runs when you revoke group access for a user
NOTE: Many triggers include filter options which allow you to further specify the actions. For example, if you want the workflow trigger to run any time any form is submitted, you can keep the generic “Form Submitted” trigger, as shown below:
If you want the workflow to only apply to a specific form, you can click “Add Filters” and choose the exact form you want the trigger to apply to:
