Every workflow starts with a trigger - the event that enrolls a contact and begins execution. A single workflow can start from as many as 20 of these triggers, with three limits: only one schedule-based trigger (Scheduled (Cron), Run Once at Date/Time, Recurring Schedule, Recurring Segment, Date Field or Task Reminder), only one Inbound Webhook, and a trigger that runs once (Run Once at Date/Time, or a Recurring Segment set to Run Once) must be the only trigger. This page lists all available triggers organized by category.
Jump to a category: Contact · Email · SMS and messaging · Pipeline · Forms · Payments · Documents · Calendar · Projects · Calls and reviews · Social and ads · System
| Trigger | Fires When |
|---|
| Contact Created | A new contact is added to the CRM |
| Contact Updated | A field on a contact record changes |
| Tag Added | A specific tag is added to a contact |
| Tag Removed | A specific tag is removed from a contact |
| Contact DND | Do Not Disturb is turned on or off for a contact |
| Customer Replied | A contact sends an inbound message on any channel |
| Note Added | A note is added to a contact's record |
| Task Added | A task is created for a contact |
| Task Updated | A task linked to a contact is changed |
| Task Completed | A task linked to a contact is marked done |
| Task Deleted | A task linked to a contact is deleted |
| Task Reminder | A task's reminder time is reached |
| Score Changed | A contact's engagement score changes |
| Lifecycle Stage Changed | A contact moves to a different lifecycle stage |
Email (4 triggers)
| Trigger | Fires When |
|---|
| Email Delivered | An email is successfully delivered to the contact |
| Email Opened | The contact opens an email |
| Email Clicked | The contact clicks a link in an email |
| Email Bounced | An email to the contact bounces |
SMS & Messaging (3 triggers)
| Trigger | Fires When |
|---|
| SMS Delivered | An SMS is successfully delivered to the contact |
| SMS Failed | An SMS to the contact fails to deliver |
| Message Sent (Outbound) | An outbound message is sent to the contact on any channel |
Pipeline & Opportunities (8 triggers)
| Trigger | Fires When |
|---|
| Opportunity Created | A new opportunity is created |
| Opportunity Updated | A field on an opportunity record changes |
| Opportunity Stage Changed | An opportunity moves to a different pipeline stage |
| Opportunity Status Changed | An opportunity's status changes (Open, Won, Lost, Abandoned) |
| Stale Opportunity | An opportunity has had no activity for longer than the configured threshold |
| Opportunity Deleted | An opportunity is deleted |
| Deal Won | An opportunity is marked as won |
| Pipeline Stage Changed | A contact's opportunity moves to a specific pipeline stage |
| Trigger | Fires When |
|---|
| Form Submitted | A contact submits a form |
Payments (8 triggers)
| Trigger | Fires When |
|---|
| Invoice Created | A new invoice is created for the contact |
| Invoice Sent | An invoice is sent to the contact |
| Invoice Viewed | The contact opens the invoice link |
| Invoice Paid | The contact pays an invoice |
| Invoice Overdue | An invoice passes its due date without payment |
| Subscription Created | A recurring subscription is created for the contact |
| Subscription Cancelled | A contact's subscription is cancelled |
| Plan Purchased | A contact purchases a plan or a plan renewal payment comes in |
Documents & Estimates (9 triggers)
| Trigger | Fires When |
|---|
| Document Sent | A document is sent to the contact |
| Document Viewed | The contact opens the document link |
| Document Signed | The contact completes an e-signature |
| Document Declined | The contact declines to sign a document |
| Estimate Created | A new estimate is created for the contact |
| Estimate Sent | An estimate is sent to the contact |
| Estimate Viewed | The contact opens the estimate link |
| Estimate Accepted | The contact accepts an estimate |
| Estimate Declined | The contact declines an estimate |
Calendar (6 triggers)
| Trigger | Fires When |
|---|
| Appointment Booked | A contact books an appointment |
| Appointment Confirmed | An appointment is confirmed |
| Appointment Cancelled | An appointment is cancelled |
| Appointment Rescheduled | An appointment is moved to a new time |
| Appointment No-Show | A contact does not attend their appointment |
| Appointment Completed | An appointment is marked as completed |
Projects (3 triggers)
| Trigger | Fires When |
|---|
| PM Project Created | A project is created in the project management module |
| PM Task Assigned | A project task is assigned to a team member |
| New Project Created | A new project is created for the contact |
Calls & Reviews (11 triggers)
| Trigger | Fires When |
|---|
| Call Completed | A phone call with the contact ends after being answered |
| Call Missed | An inbound call from the contact is not answered |
| Call No Answer (Outbound) | An outbound call to the contact is not answered |
| Call Outcome Set | An outcome (disposition) is recorded on a call |
| Call Recording Completed | A call recording finishes processing and is ready |
| Call Transcript Ready | A call transcript finishes processing and is ready |
| Call Graded (AI) | An AI grade is produced for a completed sales call |
| Review Received | A new review is received |
| Review Link Clicked | The contact clicks a review request link |
| Review Left (Positive) | The contact leaves a positive review |
| Review Left (Negative) | The contact leaves a negative review |
Social & Ads (3 triggers)
| Trigger | Fires When |
|---|
| Facebook Lead Form | A lead submits a Facebook Lead Ads form |
| Facebook Comment | Someone comments on a connected Facebook page post |
| Instagram Comment | Someone comments on a connected Instagram post |
System (6 triggers)
| Trigger | Fires When |
|---|
| Inbound Webhook | An HTTP request is received at the workflow's webhook URL |
| Scheduled (Cron) | At a recurring interval defined by a schedule |
| Run Once at Date/Time | At a specific future date and time, in the sub-account's timezone |
| Recurring Schedule | On a repeating schedule (daily, weekly, or monthly at a specified time) |
| Recurring Segment | On a schedule, for every contact currently in a saved segment |
| Date Field | A date field on the contact matches the configured date (for example, a birthday or renewal date) |
Summary
| Category | Triggers |
|---|
| Contact | 14 |
| Email | 4 |
| SMS & Messaging | 3 |
| Pipeline & Opportunities | 8 |
| Forms & Surveys | 1 |
| Payments | 8 |
| Documents & Estimates | 9 |
| Calendar | 6 |
| Projects | 3 |
| Calls & Reviews | 11 |
| Social & Ads | 3 |
| System | 6 |
| Total | 76 |