Triggers

Opportunity Status Change
***In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workf...
Thu, 4 Aug, 2022 at 4:15 PM
Order Form Submission
***In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workf...
Thu, 4 Aug, 2022 at 4:18 PM
Pipeline Stage Changed
The "Pipeline Stage Change" workflow trigger will run when a pipeline stage gets updated for an opportunity. As an opportunity card moves t...
Thu, 4 Aug, 2022 at 4:19 PM
Stale Opportunities
***In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workf...
Thu, 4 Aug, 2022 at 4:22 PM
Survey Submitted
This trigger is used when you have to perform specific actions once the lead has submitted a survey. Every time someone submits a survey, this trigger will ...
Thu, 4 Aug, 2022 at 4:25 PM
Task Added
This trigger is used when you have one or more actions to be performed once the task is created in the system. you can also add some additional filters depe...
Fri, 5 Aug, 2022 at 7:58 AM
Task Reminder
This trigger helps you create a task reminders based on the nature of your work. All Filters After No. Of Days ...
Fri, 5 Aug, 2022 at 8:02 AM
Trigger Link Clicked
This automation is used to perform the actions after your customer has clicked the trigger link such as book an appointment, place an order etc.  ...
Fri, 5 Aug, 2022 at 8:03 AM
Twilio Validation Error
Twilio Validation Error Runs based on the Twilio Lookup response before sending an SMS or making a call.  Number Validation has to be enabled in Agency Twil...
Fri, 5 Aug, 2022 at 8:05 AM
Category Completed
This runs when a category of specified products gets completed  Filters Select Products
Fri, 5 Aug, 2022 at 8:29 AM