Automation

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

This runs on a customer’s birthday. It’s going to trigger off a customer or team member’s Birthday reminder that is being made. All Filters After No. of Days By selecting this filter, you can decide to set the reminder on days after the customer review. You can send the “celebrate a birthday” message days after

All Filters Disqualified This filter is useful when you want the system to activate the trigger based on the qualification status of each survey submitted. As shown in the image below, Disqualified “Is False” means when the survey is not disqualified (or say the survey is “Qualified”) whereas Disqualified “Is True” means when the survey

The “Call Status Trigger” runs on Outbound and Inbound calls. The workflow can be triggered by call directions and statuses from this workflow or from another workflow linked to this workflow. All Filters Call Direction By clicking on this filter, you can select the direction of the call; either as an incoming or outgoing call.

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.

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. This trigger runs when contact data is updated. However, it only runs for changes in Tags, Assigned Users, DND, and Custom Fields. Add Filters

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.

Trigger Location Add Filters Has Tag Select a tag from the CRM. When a tag is allocated to the contact’s workflow, the workflow will only be triggered based on the specific tag. Custom Field When you have a form on your website and a custom field assigned to it that collects data, you can select