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Configure workflow triggers for entities and events
Overview
Triggers define the event or condition that starts a workflow.
Every workflow begins with a trigger. The trigger listens for a specific event and initiates the workflow when that event occurs. You can configure one or more triggers on a single workflow so it responds to multiple events.
Company Triggers
Triggers that fire when company records change.
- Company Created— Fires when a new company record is added to the CRM. Use this to send welcome emails, assign owners, or create onboarding tasks automatically.
- Company Updated— Fires when any field on a company record is modified. You can configure which specific fields should trigger the workflow (e.g., only when the Status field changes) to avoid unnecessary executions.
- Company Stage Changed— Fires when a company's type or status transitions to a new value. Configure the source and target values to control exactly which transitions activate the workflow (e.g., from Prospect to Customer).
Person Triggers
Triggers that fire when person (contact) records change.
- Person Created— Fires when a new person record is added. Use this to send introduction emails, notify the assigned owner, or add the person to a nurture campaign.
- Person Updated— Fires when any field on a person record is modified. Configure specific fields to watch so the workflow only fires on relevant changes (e.g., when the email address is updated or the job title changes).
Opportunity Triggers
Triggers that fire when opportunity records change or reach milestones.
- Opportunity Created— Fires when a new opportunity is added. Use this to notify the sales team, create follow-up tasks, or log an initial activity.
- Opportunity Stage Changed— Fires when an opportunity moves to a different pipeline stage. Configure the source and target stages to trigger on specific transitions (e.g., from Proposal to Negotiation). This is one of the most commonly used triggers for sales process automation.
- Opportunity Won— Fires when an opportunity is marked as won. Use this to send congratulations to the team, create onboarding tasks, generate an invoice, or update the company record.
- Opportunity Lost— Fires when an opportunity is marked as lost. Use this to schedule a follow-up for a future date, send a feedback survey, or notify management.
Time-Based Triggers
Triggers that fire on a schedule rather than in response to record changes.
- Scheduled— Fires once at a specific date and time. Use this for one-time automations like sending a campaign on a launch date or running a data cleanup at the end of a quarter.
- Recurring— Fires on a repeating schedule (daily, weekly, monthly). Configure the interval and time of day. Use this for periodic reports, regular follow-up reminders, or routine data maintenance tasks.
Trigger Configuration Options
Fine-tune when and how your triggers fire.
Configuration Options
- Field filter — For "Updated" triggers, specify which fields should be watched. The workflow only fires when those specific fields change.
- Value filter — For "Stage Changed" triggers, define the source and target values that should activate the workflow.
- Schedule — For time-based triggers, set the date, time, timezone, and recurrence interval.
Multiple Triggers
Add more than one trigger to a single workflow.
A workflow can have multiple triggers. When any one of the configured triggers fires, the workflow executes. This is useful when you want the same set of actions to run in response to different events. For example, you might want to send a notification both when a company is created and when an opportunity is won.