Triggers

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...
Thu, 19 Aug, 2021 at 4:53 PM
Appointments and Triggers
This video walks through how to set up some common automations via appointments and triggers.
Thu, 19 Aug, 2021 at 4:54 PM
Integrating with Zapier
Currently you can send data OUT to Zapier (initiate a zap) via an opportunity stage change. However, if you want to push data INTO Zipline you can perform ...
Thu, 19 Aug, 2021 at 4:54 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...
Thu, 19 Aug, 2021 at 4:55 PM
Triggers Overview
This video is an overview of how "TRIGGERS" function. More specific videos on common triggers are also available.
Thu, 19 Aug, 2021 at 4:56 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...
Thu, 19 Aug, 2021 at 4:56 PM
Adding Notes With Triggers
Adding Notes With Triggers
Thu, 19 Aug, 2021 at 4:57 PM
Facebook Lead Ads and Triggers
This video walks through how to set up some common automations via Facebook Lead Ads and triggers.
Thu, 19 Aug, 2021 at 4:59 PM
Testing Facebook Lead Connection
You can test your triggers at https://developers.facebook.com/tools/lead-ads-testing
Thu, 19 Aug, 2021 at 5:00 PM