What this does
Trigger events are the starting point for automation rules. When the event happens, the rule's conditions are checked and actions are executed.
Available triggers
- Contact Created — fires when a new contact is added
- Contact Updated — fires when a contact's details change
- Deal Created — fires when a new deal is added
- Deal Stage Changed — fires when a deal moves to a different stage
- Deal Won — fires when a deal is marked as won
- Deal Lost — fires when a deal is marked as lost
- Activity Logged — fires when a call, email, or meeting is logged
- Form Submitted — fires when a lead capture form receives a submission
- Booking Created — fires when a client books an appointment
When to use each
| Trigger | Common use | |---------|-----------| | Contact Created | Welcome email, assign to rep | | Deal Stage Changed | Notify manager, send follow-up | | Deal Won | Create invoice, send thank you | | Deal Lost | Send feedback survey | | Form Submitted | Start email sequence |
Tips
- Combine triggers with conditions for precise automation
- One event can trigger multiple rules if they all match