Triggers: what starts a workflow
A trigger is the event that fires off a workflow. Most workflows have one trigger; you can add multiple triggers if any one of them should start the same sequence.
Most-used triggers
| Trigger | Fires when | Use it for |
|---|---|---|
| Form Submitted | Any contact submits a specified form | Lead nurture, intake confirmation |
| Appointment Booked | New appointment scheduled in any calendar | Confirmation message, intake |
| Appointment Status Changed | Confirmed, cancelled, no-show, completed | Reschedule, no-show recovery, review request |
| Contact Tag Added | A tag is added to a contact (manually or by another workflow) | Tag-driven sequences (e.g., tag "vip" → elevated treatment) |
| Contact Created | New contact record created (any source) | Universal welcome flow |
| Inbound Message | Customer sends SMS, email, or chat | Auto-reply, route to correct rep |
| Missed Call | An inbound call is not answered | Missed-call text-back automation |
| Opportunity Stage Changed | Deal moves into or out of a stage | Stage-specific follow-up sequences |
| Payment Received | Successful payment captured | Receipt + onboarding for new customers |
| Date / Time Trigger | On a specific date or recurring schedule | Birthday messages, monthly newsletters, anniversaries |
| Webhook | External system POSTs to a URL | Integrations with third-party apps not natively supported |
Filtering triggers
Most triggers accept filters so the workflow only fires for specific events:
Form Submitted: filter by which form (e.g., only the Contact form, not the Newsletter form)
Tag Added: filter by which tag (e.g., only the "vip" tag, ignore everything else)
Appointment Booked: filter by which calendar (e.g., only the Consultation calendar)
Inbound Message: filter by channel (SMS only, or Email only, or both)
Multiple triggers on one workflow
If you want the same sequence to run regardless of how a contact arrived, add multiple triggers:
Form Submitted (Contact form) OR Inbound Message (chat) OR Missed Call → all kick off the same "new lead" sequence
Each trigger fires the workflow independently — they don't combine
