The Note Added trigger activates a workflow when a note is attached to a contact. To initiate this process, click on ‘Add New Workflow Trigger’ and choose ‘Note Added’ from the dropdown menu labeled ‘Choose a Workflow Trigger’. By implementing this trigger, you can automate specific actions or responses based on the addition of new ..
Category : Automation
The Membership New Signup trigger initiates your workflow when a customer or potential lead subscribes for a membership. To set this up, click the Add New. Workflow Trigger option and choose Membership New Signup from the available choices. By implementing this trigger, you can effectively manage new member signups, streamline onboarding processes, and ensure a ..
When building workflows and adding triggers, you will notice a category named Membership. Within this category you will see triggers including category completed, membership new sign up, offer access granted/removed, product access granted/removed, product completed, and user login. Category Completed The Category Completed workflow trigger functions when a specific group of products, referred to as ..
Overview Task completion triggers are a recent feature addition to our CRM, designed to automate the monitoring of task statuses, specifically the completion of tasks. This feature is particularly useful for supervisors and team leaders looking to track task progress without manually checking each task. How It Works When a task is marked as completed ..
Invoice The Invoice trigger provides workflow automation tailored to payment and invoice status, according to the user’s specific requirements. To configure this trigger, users are advised to click on the Add New Workflow Trigger button and choose the Invoice option from the available selections. By implementing this trigger, businesses can efficiently manage their invoicing and ..
The Form Submitted workflow trigger will run when a form is submitted. Note that this only works if the form was created in your CRM. To get started, click on Add New Workflow Trigger and select Form Submitted from the Choose a Workflow Trigger dropdown. You will need to establish a workflow trigger and action ..
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 ..
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 ..