67 docs tagged with "triggers"

Learn how to set up automations that run on a schedule - daily, weekly, or monthly - using the On a schedule trigger.

Start an automation whenever a call is logged or updated on a company record in the CRM.

Start an automation when a call is logged or updated on a contact record.

Start an automation whenever a company is added to a specified CRM list.

Start an automation whenever a company record is created or any field on the record changes.

Start an automation whenever a company is removed from a specified CRM list.

Start an automation when a contact is added to a specified CRM list.

Start an automation when a contact record is created or any field on it changes.

Start an automation when a contact is removed from a specified CRM list.

Start an automation when a message is sent or received on an account in Conversations.

Start an automation whenever a CRM sales task is created or updated on a company record.

Start an automation when a sales task is created or updated on a contact record.

Start an automation whenever a sales task on a company record passes its due date without being completed.

Start an automation when a sales task on a contact passes its due date without being completed.

Start an automation whenever a form linked to a company is submitted.

Start an automation when a form linked to a contact is submitted.

Start an automation whenever a form is submitted by a contact associated with a company. Runs at the company scope.

Start an automation whenever a meeting activity is logged or updated on a company record in the CRM.

Start an automation when a meeting activity is logged or updated on a contact record.

Start an automation whenever a note is added or modified on a company record in the CRM.

Start an automation when a note is added or modified on a contact record.

Start an automation when a QuickBooks invoice event is detected for a contact.

Start an automation when a QuickBooks payment event is detected for a contact.

Start an automation when a QuickBooks sales receipt event is detected for a contact.

Start an automation when a sales activity is logged on an account.

Start an automation when a sales order is nearing its expiration date.

Start an automation when the status of a sales order changes on an account.

Start an automation when the status of a legacy sales task changes.

Start an automation when a salesperson is assigned to an account record.

Start an automation when a ServiceMonster invoice event is detected for a contact.

Start an automation when a Snapshot Report is generated or refreshed for an account.

Start an automation when a customer makes a payment, with options to filter on success, failure, or both.

Start an automation when an HTTP POST request arrives at the trigger's unique webhook URL.

Start an automation whenever an account is added to a list in Partner Center.

Start an automation whenever a new account is created in Partner Center.

Start an automation whenever custom data fields on an account are changed.

Start an automation whenever account details change in Partner Center.

Start an automation whenever a campaign email is opened or a CTA link is clicked.

Start an automation when an AI communication summary is generated for a contact.

Start an automation whenever an email activity is logged or updated on a company record in the CRM.

Start an automation when an email activity is logged or updated on a contact record.

Start an automation when an invoice status changes to past due on an account.

Start an automation when an opportunity is created, moves to a new stage, or is marked won or lost.

Start an automation when an API call invokes the trigger for a specific account.

Start an automation when an API call invokes the trigger for a specific order.

Start an automation when a wholesale cost is billed for a product on an account.

Start an automation whenever a custom object record is added to a list.

Start an automation whenever a custom object record is created or any of its fields are updated.

Start an automation whenever a custom object record is removed from a list.

Start an automation whenever a fulfillment project linked to a sales order changes status.

Start an automation whenever a Task Manager fulfillment project changes status.

Start an automation whenever a Task Manager task changes status.

Start an automation whenever a product is activated on an account.

Start an automation whenever a product is deactivated on an account.

Run an automation on demand from a company detail page.

Run an automation on demand from a contact detail page.

Run an automation on demand from an account detail page.

Run an automation on demand from an order detail page.

Start an automation whenever items are added to or removed from a shopping cart.

Start an automation whenever a comment is received on a connected social network post.

Start an automation whenever a user logs into or becomes active in Business App.

Start an automation whenever a user is added to an account in Partner Center.

Start an automation whenever a user sends a message or question through Business App.

Start an automation whenever a user views a package in Business App.

Start an automation whenever a user completes email verification for their Business App account.

Start an automation when Web Chat captures a new lead from a website visitor.

Triggers are the events that start your automations — understand trigger types, scoping, and how to choose the right trigger for your workflow.