Base Help Center

Available Workflow Triggers

Introduction to Workflow Triggers

Triggers are the starting events that launch your automated workflows. Think of a trigger as the switch that turns your automation on. When a specific event occurs in your CRM—like a new contact being added, an appointment being booked, or a form being submitted—the corresponding trigger activates and sets your workflow in motion. The workflow then carries out the series of actions you have configured.

Finding and Selecting Triggers

To add a trigger to a workflow, navigate to the Workflows section of your CRM. When creating or editing a workflow, select the option to add a trigger. A menu will appear, organizing all available triggers into logical categories to help you find the one you need.

Trigger Categories and Descriptions

Below is a comprehensive list of triggers, grouped by category. Each entry describes the event that will initiate the workflow.

Contact

  • Birthday Reminder: Activates on or around a contact's birthday date, based on a configurable offset.
  • Contact Changed: Activates when specific fields on a contact record are updated to values you define.
  • Contact Created: Activates when a new contact is added to the CRM.
  • Contact DND: Activates when a contact's Do Not Disturb setting is enabled or disabled.
  • Contact Tag: Activates when a specified tag is applied to or removed from a contact.
  • Custom Date Reminder: Activates relative to a selected date field (e.g., before, on, or after). The available fields depend on the workflow type.
  • Note Added: Activates when a new note is created for a contact.
  • Note Changed: Activates when an existing note on a contact is edited.
  • Task Added: Activates when a new task is created for a contact.
  • Task Reminder: Activates when the reminder time set for a task is reached.
  • Task Completed: Activates when a task assigned to a contact is marked as complete.
  • Contact Engagement Score: Activates when a contact's engagement score meets a rule you configure.

Events

  • Inbound Webhook: Activates when data is posted to the workflow's unique webhook URL.
  • Scheduler: Activates on a time-based schedule you set, independent of any contact.
  • Call Details: Activates when a call log matches specific details or outcomes you select.
  • Email Events: Activates based on email activity, such as delivery, opening, link clicks, bounces, spam reports, or unsubscribes.
  • Customer Replied: Activates when a contact sends a reply on any connected communication channel.
  • Conversation AI Trigger: Activates when a configured event from the Conversation AI feature occurs.
  • Custom Trigger: Activates from a custom event you define for unique, non-standard use cases.
  • Form Submitted: Activates when a selected form from your CRM is submitted.
  • Survey Submitted: Activates when a selected survey is submitted.
  • Trigger Link Clicked: Activates when a contact clicks a specially generated trigger link.
  • Facebook Lead Form Submitted: Activates upon receiving a submission from a Facebook Lead Ad form.
  • TikTok Form Submitted: Activates upon receiving a submission from a TikTok lead form.
  • Video Tracking: Activates when a viewer reaches a specified percentage of a watched video.
  • Number Validation: Activates based on the result of a phone number validation process.
  • Messaging Error – SMS: Activates when an outbound SMS message returns a specific error.
  • LinkedIn Lead Form Submitted: Activates upon receiving a submission from a LinkedIn Lead Gen form.
  • Funnel/Website PageView: Activates when a contact views a specified webpage, URL, or a URL with specific UTM parameters.
  • Quiz Submitted: Activates when a selected quiz is submitted.
  • New Review Received: Activates when a new review is posted in the Reviews/Reputation section.
  • Prospect Generated: Activates when a new prospect record is created.
  • Click To WhatsApp Ads: Activates when an inbound WhatsApp conversation starts from a Click-to-WhatsApp advertisement.
  • External Tracking Event: Activates when a named tracking event is captured from your website or application.

Appointments

  • Appointment Status: Activates when an appointment's status changes, such as to booked, rescheduled, canceled, or marked as a no-show.
  • Customer Booked Appointment: Activates when a customer books an appointment.
  • Service Booking: Activates when a booking is made using the Services feature.
  • Rental Booking: Activates when a rental reservation is booked.

Opportunities

  • Opportunity Status Changed: Activates when an opportunity's status changes, for example from Open to Won or Lost.
  • Opportunity Created: Activates when a new opportunity is created.
  • Opportunity Changed: Activates when selected fields on an opportunity record are updated.
  • Pipeline Stage Changed: Activates when an opportunity moves to a different stage in its pipeline.
  • Stale Opportunities: Activates when opportunities meet your defined rule for inactivity or becoming stale.

Affiliate

  • Affiliate Created: Activates when a new affiliate account is created.
  • New Affiliate Sales: Activates when a sale is attributed to an affiliate. This trigger includes optional filters.
  • Affiliate Enrolled In Campaign: Activates when an affiliate is added to a campaign.
  • Lead Created: Activates when a new lead attributed to an affiliate is created.

Courses

  • Category Started: Activates when a learner begins a selected course category.
  • Category Completed: Activates when a learner finishes a selected course category.
  • Lesson Started: Activates when a learner starts a lesson.
  • Lesson Completed: Activates when a learner completes a lesson.
  • New Signup: Activates when a user signs up for a course or offer.
  • Offer Access Granted: Activates when access to an offer is granted to a user.
  • Offer Access Removed: Activates when access to an offer is removed from a user.
← Introduction to WorkflowsUsing Certificate Triggers and Actions in Workflows →