Within the Workflow Builder you can have one or multiple triggers to fire off the workflow’s series of actions. Below is a complete list of workflow trigger options:
Standard Triggers
Appointment: runs on all appointment status updates
Birthday reminder: runs on customer’s birthday (if in their Contact Record)
Call Status: Runs on outbound and inbound calls
Contact Changed: Runs when a contact data is updated
Contact DND: runs when a contact’s DND flag is updated
Contact Tag: runs when tags are added or removed
Custom Date Reminder: runs on a custom date
Customer Booked Appointment: the customer booked an appointment themselves
Customer Replied: a contact responded to the workflow
Email Events: runs on specific email events
Form Submitted: runs when a form is submitted
Note Added: runs when a note is added to the contact
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 older than a set time duration
Survey Submitted: runs when a survey is submitted
Task Added: runs when a task is added for the contact
Task Reminder: reminds that the task is due
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. (Number Validation must be enabled in order for this feature to work.)
Two Step Order: two step order form is submitted
Membership Triggers
Category Completed: runs when a category of specified product gets completed
Membership New Signup: a customer.lead subscribed for a membership
Offer Access Granted: runs when access to offer is granted
Offer Access Removed:runs when access to offer is removed
Product Access Granted: runs when access to product is granted
Product Access Removed: runs when access to product is removed Product Completed: runs when product is completed
User Login: runs when user logs in to membership
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:
Or, 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:
