Business users can utilize the Proposals and Estimates trigger to trigger a workflow for use cases based upon the change in the state of a document. This will allow businesses with multiple use cases, like updating opportunity tags, sending an invoice, attaching tags to contacts, or maintaining any record through actions like Google Sheets/Slack after ..
Category : Automation
To configure the Product Started trigger, users are advised to click on the Add New Workflow Trigger button and choose the Product Started option from the available selections. This trigger becomes active when a customer starts their access to a specific product, subsequently initiating the designated workflow. By implementing this trigger, businesses can effectively monitor ..
This runs when access to a product is completed. To configure the Product Completed trigger, users are advised to click on the Add New Workflow Trigger button and choose the Product Completed option from the available selections. This trigger becomes active when a customer has completed their access to a specific product, subsequently initiating the ..
This trigger is used when you have a workflow or series of actions to be performed when someone places an order through your Shopify store. The Order Placed trigger is utilized for creating workflows or a sequence of actions when a customer places an order through your Shopify store. Use this workflow trigger to then ..
Order Fulfilled The Order Fulfilled trigger is used to create workflows and perform a series of actions when an order on your Shopify store has been fulfilled. Use this workflow trigger to then notify contacts once their order was fulfilled, or send internal notifications to clients. To activate this trigger, click on Add New Workflow ..
The “Order Form Submission” trigger will ONLY run whenever a customer submits an order form through a Funnel or website and the type of submission made ( i.e., Bump, Optin, Sale, or Upsell). “Order Form” is a form you put on your website or funnel for a checkout experience on a product or service. All ..
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you can only save the workflow, not publish it. The Opportunity status change trigger is activated only when the status of an opportunity is changed in the Opportunities CRM section, moving from one status to another. ..
The Offer Access Removed trigger initiates a workflow to withdraw a customer’s access to a specific offer. Users are encouraged to click the Add New Workflow Trigger button to enable this trigger and choose the Offer Access Removed option from the provided selections. By incorporating this trigger, businesses can effectively manage customer access to offers, ..
The Offer Access Granted trigger comes into effect when a customer is granted access to a specific offer, initiating the designated workflow. Users should click the Add New Workflow Trigger button to incorporate this trigger and select the Offer Access Granted option from the available list. Businesses can efficiently manage and monitor customer access to ..
Let’s suppose you made any changes in the contact record. Then, this trigger will fire. It helps to sync the contact information and keep track of changes. Once you’ve selected a trigger, you can configure the workflow’s details. Here, select the Note Changed trigger under the Contact section. All Filters Doesn’t Have a Tag By ..