Triggers & Actions

Understanding automation triggers and actions to build powerful automated workflows.

Available Triggers

Triggers start your automation workflows:

• Form Submitted - When someone fills out a form
• Page Visited - When specific page is viewed
• Tag Added - When contact receives a tag
• Product Purchased - After successful payment
• Email Opened - When email is opened
• Link Clicked - When link in email is clicked
• Date/Time - On specific date or schedule

Available Actions

Actions are what happen when a trigger fires:

• Send Email - Deliver an email
• Send SMS - Send text message
• Add/Remove Tag - Update contact tags
• Update Field - Change contact data
• Subscribe/Unsubscribe - Manage lists
• Create Task - Add task for your team
• Webhook - Send data to external system
• Wait - Delay before next action

Conditional Logic

Use conditions to create branching workflows:

• If contact has tag X → Send email A, Else → Send email B
• If purchase amount > $100 → Add to VIP list
• If email opened → Wait 2 days, Else → Send reminder