Help Desk

This workflow trigger runs on specific email events. it is established in a way that anytime an email event such as an open or a click happens across the system or in a specific workflow, the trigger is fired! Add Filters Event This filter allows you to choose what event you’d be looking to fire […]

This runs when a form is submitted but the form has to be created in your CRM system. Add Filters Form Is Select this filter to choose a form in your CRM. Anytime a form is submitted the workflow will be triggered!

This runs when a note is added to a contact. All Filters Doesn’t Have Tag By selecting the “Doesn’t Have Tag” filter option, this workflow will ONLY be triggered when you add notes to a contact doesn’t have the tag you specify in the filter area. Has Tag By selecting the “has tag” filter, the

This workflow trigger fires only when changes are made in the contact record. 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. 1. Choose a Workflow Trigger Once you’ve selected a trigger, you can configure the workflow’s

The “Opportunity status change” trigger only runs when the opportunity status gets changed (i.e when an opportunity card moves from one status to another status in the opportunities CRM section). All Filters The “Move from status” and “Move to status” are the two main filters in this trigger. This trigger won’t save without choosing either

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 workflow, not publish it. “Order Form Submission” trigger will ONLY run whenever a customer submits an order form either through a Funnel or website and also the type

The “Pipeline Stage Change” workflow trigger will run when a pipeline stage gets updated for an opportunity. As an opportunity card moves through any stage in a pipeline, It triggers the workflow. All Filters In Pipeline By selecting the “In Pipeline” filter, this workflow will only trigger when an opportunity card in a specific pipeline

The “Stale Opportunities” trigger will only run when opportunities are older than the given time duration. This allows you to define a timeframe, once an opportunity exceeds the set timeframe it’s deemed “stale”. You can then trigger a variety of actions for that opportunity. If you do not select any filter, the workflow automatically triggers

Filters Assigned User The “Assign To User” trigger allows you to trigger the assignment of a Contact to a User based on a condition of your choice.

All Filters After No. Of Days Use this trigger when you have to perform set actions after a certain number of days. Before No. Of Days Use this trigger when you have to perform set actions before a certain number of days.