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​How Triggers Work

Triggers works as an “if, then” statement to automate actions within your system. They are a great way to automate features, send reminders, or set up reoccurring actions. An example of a common trigger is that they can be used as a ‘prompt’ or reminder of a contact/lead action, such as replying to communication or being added to a campaign.

The triggers perform a specific activity that is set off by an event in the system. Check out the steps and GIF below to learn how to set up a trigger:

  • Navigate to Triggers.
  • Click Add Trigger.
  • Name your Trigger.
  • Add your desired filters in part 1, for what triggers the rule.
  • Choose one or more action to occur (part 2) based on what triggers the rule (part 1).
  • Save and activate your trigger.
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