Overview
What Is a Trigger?
⚡ A trigger is the event that starts an automation. When the trigger event occurs and any associated conditions are met, the automation enrolls the matching record and begins executing the action sequence.
Contact Triggers
Contact Created
➕ Fires when a new contact is created in the CRM, regardless of how it was created (manual entry, CSV import, business card scan, or API).
Use cases:
• Send a welcome email to the contact.• Assign the contact to a team member.• Create an onboarding task for the assigned rep.
Contact Stage Changed
🔄 Fires when a contact’s pipeline stage is updated.
Configuration: Optionally filter to specific stage transitions, e.g., only fire when stage changes to Customer.
Use cases:
• When a contact becomes a Customer, send a welcome-aboard email and create an onboarding task.• When a contact moves to Inactive, notify their assigned rep.
Lead Triggers
Contact Source Set / Changed
🏷️ Fires when a contact’s Source field is set for the first time or changed to a different value (e.g., a web-form lead lands and gets stamped
Configuration: Match on Website).source with operators like contains (e.g. only fire when source contains web) or eq (exact source name).
Use cases:
• Round-robin assign web leads to the sales team and tag them
web-lead.• When a contact’s source becomes Trade Show, trigger a “thanks for stopping by” email sequence.Tag Added
🔖 Fires whenever a tag is attached to any CRM entity (contact, account, opportunity, or task). Lets you build segmentation flows on top of your tagging conventions.
Configuration: Filter on tag_name (the tag itself) and entity_type (contact, account, opportunity, task) so a single rule can match by both the tag and the entity it’s attached to.
Use cases:
• When the tag
vip is added to a contact, route them to a senior account executive.• When renewal-due is added to an account, kick off the renewal email sequence.Account & Opportunity Triggers
Account Created
🏢 Fires when a new account record is created.
Use cases:
• Create a research task for the assigned rep.• Send an introduction sequence to contacts linked to the account.• Add the account to a nurture segment.
Opportunity Created
💰 Fires when a new opportunity is added to the pipeline.
Use cases:
• Notify the assigned rep and manager.• Create a standard set of tasks for the sales process.• Send a proposal template after a delay.
Opportunity Stage Changed
🔄 Fires when an opportunity’s pipeline stage changes.
Configuration: Filter to specific stage transitions.
Use cases:
• When stage = Closed Won, send a congratulations email to the contact and update their stage to Customer.• When stage = Closed Lost, create a re-engagement task for 90 days from now.• When stage = Proposal, generate and send a follow-up after 2 days.
Case & Proposal Triggers
Case Created
🎫 Fires when a new support case is opened.
Use cases:
• Send an acknowledgment email to the contact.• Assign the case to the appropriate support agent based on type or priority.• Notify the account manager.
Case Status Changed
🔄 Fires when a case’s status is updated (e.g., Open → Pending, Pending → Resolved).
Use cases:
• When status = Resolved, send a resolution confirmation email.• When status = Closed, create a follow-up task to check customer satisfaction.
Proposal Status Changed
📄 Fires when a proposal’s status changes (Sent, Viewed, Accepted, Rejected).
Task & Email Triggers
Task Completed
✅ Fires when a task in the CRM is marked complete.
Configuration: Filter by task name pattern, assigned user, or linked record type.
Use cases:
• When the “Send proposal” task is completed, start the proposal follow-up sequence.• When any task linked to a lead is completed, update the lead status.
Email Received
📨 Fires when an inbound email is received and matched to a CRM contact or lead (requires Gmail or Outlook integration).
Inactivity & Scheduled Triggers
No Activity for X Days
⏳ Fires when a record (contact, lead, or opportunity) has had no logged activity for a specified number of days.
Configuration: Set the number of days and the activity types to monitor (emails, calls, notes, tasks).
Use cases:
• Follow up with leads who haven’t responded in 5 days.• Alert the rep when an opportunity has had no activity in 14 days.• Re-engage contacts who haven’t been contacted in 60 days.
📌The inactivity trigger evaluates records on a daily schedule. There may be up to a 24-hour delay between when inactivity is reached and when the trigger fires.
Scheduled (Recurring)
⏰ Fires on a recurring schedule — daily, weekly, or monthly — rather than in response to a specific event.
Configuration options:
• Daily — Fires every day at a specified time.• Weekly — Fires on a selected day of the week at a specified time.• Monthly — Fires on a selected day of the month.
💡 Combined with conditions, the scheduled trigger can work as a batch processor. For example, fire daily and apply a condition of
Use cases:
Lead.status = New AND Lead.createdAt < 3 days ago to catch leads that slipped through.• Send a weekly pipeline summary email to the sales manager.• Every Monday, create review tasks for all deals closing this week.• On the first of the month, send a check-in email to all Customer-stage contacts.