Workflow Triggers

Created by Ezra Weinstein, Modified on Wed, 31 Aug 2022 at 04:06 PM by Ethan Harris

Here you can add a workflow trigger, and on execution, the contact gets added to the workflow
Under the workflow trigger we have:


Editing Workflow Trigger Names


The title you name a workflow trigger. You can name your workflow triggers any way you want. This helps with identifying triggers quickly and organizing the workflows.


Changing Workflow Trigger Type


This is the type of trigger assigned to a workflow. You have a few different options. Each option relates to a different category in your CRM system:


Choosing Workflow Triggers


Here you can select the trigger you want to work with. The triggers are arranged alphabetically.


Adding Workflow Trigger Filters


Filters allow you to apply a specific trigger to a workflow. Without a filter, the workflow will only trigger the default.


Every workflow trigger has its own filter. Choose the workflow trigger you want to work with and the filter icon will pop up below, click on it to get the filter options available for that particular workflow trigger.


Adding New Workflow Triggers


You can start building your workflow by clicking on the " Add New Workflow Trigger" icon.

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