The Workflow trigger is a function that activates a particular action or series of actions based on one or more predefined events. Various customisation options are available within the trigger option that caters to a business's individual needs and requirements. These customisation options make it easy for businesses to modify triggers to meet their unique objectives.
To access the workflow trigger, click on the "Add New Workflow Trigger" button to get started!
Workflow overview
Editing Workflow Trigger Names
When creating a workflow trigger, you can name the trigger title according to your preference. This feature improves the organisation of workflows by allowing users to identify and locate specific triggers quickly. Users can choose any name that aligns with their naming conventions, making managing multiple workflows within the platform easier.
Click to edit selected trigger
Changing Workflow Trigger Type
The Choose a Workflow Trigger feature allows you to select the trigger type assigned to a workflow. There are various trigger types available, each related to a different category in your CRM system, such as:
Appointment Triggers
Contact Triggers
Contact Action Triggers
Events Triggers
Facebook Triggers
Membership Triggers
Opportunities Triggers
Payment Triggers
Shopify Triggers
Media Triggers
TikTok Triggers
By selecting the appropriate trigger type, you can customise your workflow's behavior to better align with your specific business needs.
Choosing Workflow Triggers
You can select the trigger you would like to work with using the dropdown menu under Choose a Workflow Trigger.
Select workflow trigger
Adding Workflow Trigger Filters
The platform's Filters feature allows users to apply a specific trigger to a workflow. Without a filter, the workflow will only trigger the default behaviour.
Each workflow trigger has its filter, accessed by clicking on the filter icon below the relevant trigger. Once clicked, users can choose from the available filter options specific to that particular workflow trigger. This customisation option helps businesses tailor their workflows to meet their unique requirements.
Add filter
Adding New Workflow Triggers
To start building a workflow, click the Add New Workflow Trigger icon. This feature allows users to quickly and easily create a new workflow by selecting the appropriate trigger and configuring its desired actions.
Users can customise the workflow once a trigger has been added by applying filters and making other modifications.
Click to add new workflow