Workflow Automations

"Every action has an equal and opposite reaction"

Newton's 3rd Law may not apply exactly to workflows, but the marketing people here love the verbiage. So we can probably better describe the "workflow Law" as every Trigger Event shall execute an Action Event.

Trigger Events

A Trigger Event can best be described as an event that our system waiting and watching to happen, such as receiving a text or a form submission.

Action Events

Action Events are the events that are executed by a trigger event, like sending an email (action) after a receiving a form submission (trigger).

Event Trigger Examples

Communication Triggers

Call

Incoming call

Text

Incoming Text

Email

Incoming email

Voicemail

client left voicemail

FaceBook

Incoming Message

WhatsApp

Incoming Text

Website

Incoming Chat Message

Instagram

Direct Message

Indirect Client Triggers

Survey

Completes Survey

Click

Clicks A Link

Email

Open email

Login

Client Login To Site

Purchase Triggers

Memberships

Client becomes Member

Products

Client Makes Purchase

Upgrades

Client Upgrades

Cancellation

Client Cancels Service

Time & Date Triggers

Appointment

Clients Books Appointment

Birthday

Client or Staff Birthday

Due

task is due or past due

Changes

Change is made

Watch & Wait Triggers

Complaint

A Customer Complains

Tag

A Tag Is Added

Task

A task is added

Note

A note is added

Action Event Examples

CRM Actions

tag

Tag added or removed

Opportunity

OPPORTUNITY created

workflow

Workflow added

Notes

Add, Edit or Remove Note

Lead Assignment

Auto or manual assignment

Appointment

book, change or cancel

Task

Create or complete task

Devices

Learn More

Communication Actions

Text

Send A Text

Facebook

Send message or post

WhatsApp

Send WhatsApp Text

Instagram

Send a Direct Message

Email

Send An Email

Call

Trigger Outbound call

Chat

Respond to site chat

GMB

Respond to GMB Message

The Triggers and Actions above are some of our   most commonly used, but we have many more native Triggers & Actions, plus 1000's more when you integrate Automation Suite with Zapier.