List of Workflow Triggers

In this article you will learn the list of the different triggers you can use within a workflow. 

Inside the Workflow Builder you can have one or multiple triggers to fire off a series of actions. 

This is the complete list: 

Appointments: 

• Appointment Status: Runs on all appointment status updates

• Customer Booked Appointment: Runs when an appointment is booked by the customer. 

Contact

• Birthday Reminder: Runs on the customer's birthday (if this information is on their contact record)

• Contact Changed: Runs when a contact data is updated

• Contact Created: Runs when a new contact record is added

• Contact DND: Runs when a contact is set to Do Not Disturb

• Contact Tag: Runs when a tag is added to a contact

• Custom Date Reminder: Runs on a custom date

• Note Added: Runs when a note is added to the contact

• Note Changed: Runs when a note is modified

• Task Added: Runs when a task is added for the contact

• Task Reminder: Reminds that the task is due

Contact Actions

• Customer Replies: Runs when a contact responded to a workflow

• Form Submitted: Runs when a form is submitted

• Order Form Submission: Runs when an order form is submitted

• Order Submitted: Runs when a funnel with a one-step or two-step order form is submitted, and also upsells. This only works in Version 2 funnels.

• Survey Submitted: Runs when a survey is submitted

• Trigger Link Clicked: Runs when a trigger link is clicked

• Twilio Validation Error: Runs based on the Twilio Lookup response before sending an SMS or making a call

Events

• Call Status: Runs on outbound and inbound calls

• Email Events: Runs on specific email events

Facebook

• Facebook Lead Form Submitted: Runs when the lead submits your Facebook Form

Membership

• Category Completed: Runs when a category of a specified product gets completed

• Membership New Signup: A customer lead subscribed for a membership

• Offer Access Granted: Runs when access to an offer is granted

• Offer Access Removed: Runs when access to an offer is removed

• Product Completed: Runs when a product is completed

• User Login: Runs when a user logs into a membership

Opportunities

• Opportunity Status Changed: Runs when the opportunity status is changed

• Pipeline Stage Changed: Runs when the pipeline stage is updated for the opportunity

• Stale Opportunities: Runs when opportunities are odler than a set time duration

Payments 

• Invoice: Runs when an invoice is paid or sent

Shopify

• Abandoned Checkout: Runs when the lead (shopper) does not complete the checkout

• Order Placed: Runs when the lead (shopper) places an order

• Order Fulfilled: Runs when an order is fulfilled

Media

• Video Tracking: Runs when a lead watched a video in one of your funnels. You can filter by a specified percentage viewed. 

TikTok

• TikTok Form Submitted: Runs when a TikTok lead form is submitted

NOTE: Many triggers include filter options which allow you to further specify the actions. For example, if you want the workflow trigger to run any time any form is submitted, you can keep the generic “Form Submitted” trigger, as shown below:

If you want the workflow to only apply for a specific form, you can click “Add Filters” and choose the exact form you want the trigger to apply to: