Triggers

Triggers Overview
This video is an overview of how "TRIGGERS" function. More specific videos on common triggers are also available.
Sat, 5 Feb, 2022 at 12:09 PM
Forms and Triggers
This video walks through how to set up some common automations via forms and triggers. Note that you can use the additional filters on the left hand side o...
Sat, 5 Feb, 2022 at 12:04 PM
Appointments and Triggers
This video walks through how to set up some common automations via appointments and triggers.
Sat, 5 Feb, 2022 at 12:05 PM
Triggering Actions with Trigger Links
This video shows how to initiate an action based on when a TRIGGER LINK is clicked by a person.  And example of this would be if you sent an email asking a...
Sat, 5 Feb, 2022 at 12:08 PM
Task Reminders with Triggers
You can send yourself or team members reminders (or other trigger actions) based on the due date of any tasks you have set. Note that if you would like a t...
Sat, 5 Feb, 2022 at 12:10 PM
Adding Notes With Triggers
Sat, 5 Feb, 2022 at 12:15 PM
Testing Facebook Lead Connection
You can test your triggers at https://developers.facebook.com/tools/lead-ads-testing
Sat, 5 Feb, 2022 at 12:18 PM
Appointment Trigger
The "Appointment Trigger" workflow runs when an appointment is being made. The update in appointment  status depends on the filter you choose. ...
Fri, 5 Aug, 2022 at 8:10 AM
Birthday Reminder Trigger
Birthday Reminder Trigger This runs on a customer's birthday. It's going to trigger off a customer or team member's Birthday reminder tha...
Thu, 4 Aug, 2022 at 3:31 PM
Call Status Trigger
The "Call Status Trigger" runs on Outbound and Inbound calls. The workflow can be triggered by call directions and statuses from this workf...
Thu, 4 Aug, 2022 at 3:32 PM