The Facebook Lead Form Submitted trigger will run your workflow when a Facebook form is submitted. If you are running Facebook lead form ads and have not yet mapped your fields, visit the Integrations tab in your CRM under Settings and go to Facebook Form Fields Mapping. This will ensure that all the information collected ..
Archives : July-2024
The Email Event trigger is activated by specific email events, such as opens or clicks, that occur across the system or within a specific workflow. This trigger is set up to activate automatically anytime an email event happens, notifying businesses of important actions taken by their customers in response to their emails. By using this ..
The Custom Date Reminder trigger will trigger the workflow on a specific date that you have set up. This is perfect for sending account review reminders or appointment reminders before a meeting or event. To begin, click on Add New Workflow Trigger, and select Custom Date Reminder from the dropdown menu under Choose a Workflow ..
The Contact Tag workflow activates when a tag is added or removed from a contact within the CRM. Tags are highly beneficial for organizing customer information and tracking which customers need follow-up. This feature also lets you move customers from one list/step to another based on activities or actions linked with the customer. To begin ..
The Contact DND trigger activates when a contact’s DND flag is modified. The DND abbreviation stands for Do Not Disturb, a feature customers utilize to opt out of services they are no longer interested in receiving. DND can be turned on or off for emails, phone calls, SMS messages, GMB, and Facebook Messages, depending on ..
The Contact Created trigger will allow the workflow to trigger when a contact is created. You can customize this trigger by adding filters such as tags or custom field data. To begin setup, click on the Add New Workflow Trigger button, and select Contact Created. Utilizing this workflow is great for setting up workflows to ..
The Contact Changed trigger comes into play when a contact’s details are updated, specifically in Tags, Assigned Users, Do Not Disturb (DND) status, and Custom Fields. This trigger automates specific actions or responses based on these changes, enabling efficient management of contact information and ensuring that your team stays informed about essential updates. Add Filters ..
The Category Started workflow trigger is activated when you start a category of particular products. To initiate this process, click the Add New Workflow Trigger option and choose Category Started from the available selections. By utilizing this trigger, you can effectively monitor the start of your product categories and implement appropriate actions, leading to enhanced ..
The Category Completed workflow trigger is activated when a category of particular products is completed. To initiate this process, click the Add New Workflow Trigger option and choose Category Completed from the available selections. By utilizing this trigger, you can effectively monitor the progress of product categories and implement appropriate actions, leading to enhanced project ..
The Call Status Trigger is a workflow trigger that runs on both outbound and inbound calls. This trigger can be activated by call directions and statuses either from the current workflow or from another workflow linked to it. Using this trigger, businesses can customize their workflows to automate specific actions based on call statuses, improving ..