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What Are Triggers?

Triggers are automation rules that run actions automatically when something happens in your account. Think of them as “If this happens, then do that” rules. For example:
  • When a new contact is created → Automatically add them to your welcome campaign
  • When you tag a contact as “hot lead” → Automatically schedule a follow-up call
  • When a call ends → Automatically add them to your nurture sequence
No more manual work. Set it once, and it runs forever.

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How to Create a Trigger

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Step 1: Choose Your Event

Pick what event will start the automation:

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Available Events

Contacts:
  • Contact Added - Triggered when a new contact is added to your database. Perfect for welcome messages, initial outreach campaigns, or adding contacts to specific workflows.
  • Contact Called - Triggered when a specific contact receives a call. Use this to track engagement, update contact status, or trigger follow-up sequences.
  • Contact Tag Added - Triggered when a tag is added to a contact. Ideal for segmenting contacts, triggering targeted campaigns, or updating contact workflows.
  • Contact Tag Removed - Triggered when a tag is removed from a contact. Use this to update contact status, modify workflows, or trigger re-engagement campaigns.
  • Contact Variable Changed - Triggered when any custom variable on a contact is added, removed, or modified. Perfect for dynamic workflows based on contact data changes.

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Coming Soon Events

Appointments:
  • Appointment Created - Triggered when a new appointment is scheduled with a contact.
  • Appointment Rescheduled - Triggered when an existing appointment is rescheduled to a different time.
  • Appointment Cancelled - Triggered when an appointment is cancelled.
Calls:
  • Inbound Call Received - Triggered when someone calls one of your phone numbers.
  • Call Ended - Triggered when any call (inbound or outbound) completes.
  • Call Missed - Triggered when an inbound call is not answered.
Tasks:
  • Task Completed - Triggered when a scheduled task finishes executing.
Campaigns:
  • Campaign Completed - Triggered when a campaign finishes all scheduled calls.

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Step 2: Add Conditions (Optional)

You can add filters to be more specific about when the trigger runs. Add up to 3 conditions to control when your trigger executes. Each condition consists of three parts:
  • Field - Select a contact field (first name, last name, email, phone, tags, custom variables, etc.)
  • Operator - Choose how to compare the field (exists, equals, contains, does not equal, etc.)
  • Value - Enter the value to compare against
Examples:
  • Only run for contacts from “Acme Corp”
  • Only run for contacts tagged “VIP”
  • Only run for contacts with phone numbers

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Step 3: Define Actions

Pick what should happen automatically when this trigger fires. You can add up to 3 actions per trigger.

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Available Action Types

Call Contact Immediately Place an outbound call to a contact right away using a selected agent. Configuration options:
  • Who should receive this action?
    • The contact that triggered this event - Calls the contact who fired the trigger (requires selecting an agent)
    • A different contact - Calls a specific contact you choose (requires searching/selecting the contact and selecting an agent)
  • Select Agent - Choose which AI agent will handle the call
Add to Campaign Automatically enroll contacts into a specific campaign. Configuration options:
  • Select Campaign - Choose which campaign to add the contact to
You can add multiple actions to one trigger to create sophisticated workflows!

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Step 4: Name & Review Your Trigger

Give your trigger a name and optional description, then review your complete automation workflow before activating it. The workflow preview shows:
  1. When this happens - The event that triggers the automation
  2. Only if these conditions match - Any filters you’ve applied (if applicable)
  3. Then do these actions - All actions that will execute automatically
Once you’re satisfied with the configuration, click Create Trigger to activate your automation. It will begin running immediately for all future events.

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Real Examples

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Example 1: Welcome New Contacts

When: New contact is created
Action: Add them to “Welcome Campaign” Now every new contact automatically gets added to your welcome sequence. Zero manual work.

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Example 2: Fast Follow-Up on Hot Leads

When: You add the tag “hot-lead” to a contact
Action: Schedule a call in 5 minutes You tag someone as a hot lead, and your system automatically queues up a quick follow-up call.

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Example 3: Multi-Step Workflow

When: New contact is created
Actions:
  1. Add to “Nurture Campaign”
  2. Schedule a call in 1 hour
One trigger, multiple actions. Your entire workflow runs on autopilot.

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Managing Your Triggers

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View All Triggers

See all your automation rules in one place. Check which ones are active and which are paused.

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See What’s Running

Every time a trigger fires, we log it. You can see:
  • How many times it’s run
  • Success rate
  • Any errors or skipped actions
  • When it last ran

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Turn Triggers On/Off

Need to pause an automation? Just toggle it off. Turn it back on whenever you’re ready.

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Smart Features

Respects Blocked Contacts: Triggers automatically skip blocked contacts Campaign Limits: Contacts can only be in 3 campaigns max (keeps things organized) No Duplicate Adds: If a contact is already in a campaign, we won’t add them again Always Safe: All changes happen in protected transactions, so nothing breaks

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What’s Coming Next

We’re actively expanding the triggers system based on your feedback. Coming soon: New Events:
  • Call Ended
  • Appointment Booked
  • Email Opened
  • Form Submitted
  • Deal Stage Changed
New Actions:
  • Send Email
  • Send SMS
  • Update Contact Field
  • Call Webhook
  • Create Task
  • Notify Team Member
Advanced Features:
  • Time-based delays between actions
  • Conditional branching (if/then/else logic)
  • Action templates
  • Trigger analytics dashboard
Have ideas for new events, conditions, or actions? Let us know!

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Common Questions

Q: Can I create a campaign with 0 contacts and let triggers populate it?
Yes! This is actually perfect for automation. Create an empty campaign, then set up triggers to add contacts automatically. Q: What if a trigger fails?
We log every execution. If something fails, you’ll see exactly what happened and can fix it. Q: Can I have multiple triggers for the same event?
Absolutely! You might have one trigger that adds all new contacts to Campaign A, and another that adds only VIP contacts to Campaign B. Q: Do triggers work retroactively?
No. Triggers only run for events that happen after you create them. They don’t go back in time. Q: Will new features cost extra?
Nope! All trigger features are included in your plan as we add them.

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Getting Started

  1. Go to Triggers in your dashboard
  2. Click Create Trigger
  3. Choose your event (like “Contact Added”)
  4. Add conditions (optional filters - skip if you want it to run for everyone)
  5. Define your actions (like “Add to Campaign” or “Call Contact Immediately”)
  6. Name and review your complete workflow
  7. Click Create Trigger to activate
That’s it! Your automation is now running 24/7. Pro Tip: Start simple with one trigger, test it, then build more complex workflows once you’re comfortable.