A List of Workflow Triggers
In this document, we'll explore every trigger available in Chat To Clients CRM's Workflow Builder. Triggers initiate actions in your workflows based on specific events. Triggers are organized into categories to help you find what you need quickly. This guide will summarize each trigger and provide key information for understanding and using them effectively.
TABLE OF CONTENTS
Understanding Triggers and Actions
Triggers are events that kickstart workflows, leading to various actions being performed. They follow a chronological order as specified in your workflow.
- Workflow Trigger: Initiates a workflow based on specific events.
- Workflow Action: Follows the trigger and performs tasks as instructed.
Trigger Categories
Triggers are categorized to help you find what you need easily. These categories include:
You can locate triggers in Workflows, select "add a trigger" and the Trigger menu will pop out.
Below we will review each workflow trigger to help you see how the trigger works and how it is useful to you! Lets hop in!
Complete list of Workflow triggers
Use this master list to make sure your automation library reflects every trigger available in Chat To Clients CRM today. Each item is a short, copy-ready description you can plug directly into the article’s trigger table so readers can quickly scan what starts a workflow and why it’s useful.
Contact
Birthday Reminder: Fires on or around the contact’s birthday using the offset you set.
Contact Changed: Fires when specified contact fields change to values you define.
Contact Created: Fires when a new contact record is added to the CRM.
Contact DND: Fires when a contact’s Do Not Disturb preference is turned on or off.
Contact Tag: Fires when a selected tag is added to or removed from a contact.
Custom Date Reminder: Fires before/on/after a selected date field. Supported fields depend on workflow type (Contact, Opportunity date fields in contact-based workflows, Custom Object, or Company).
Note Added: Fires when a new note is added on the contact.
Note Changed: Fires when an existing contact note is edited.
Task Added: Fires when a task is created for the contact.
Task Reminder: Fires when the task’s reminder time is reached.
Task Completed: Fires when a task for the contact is marked completed.
Contact Engagement Score: Fires when the engagement score meets your rule.
Events
Inbound Webhook: Fires when data is received at the workflow’s webhook URL.
Scheduler: Fires on a time-based schedule without needing a contact.
Call Details: Fires when a call log matches selected details or outcomes.
Email Events: Fires on email delivered, opened, clicked, bounced, spam, or unsubscribe.
Customer Replied: Fires when the contact replies on any connected channel.
Conversation AI Trigger: Fires when a configured Conversation AI event occurs.
Custom Trigger: Fires from a custom event you define for non-standard use cases.
Form Submitted: Fires when a selected Chat To Clients CRM form is submitted.
Survey Submitted: Fires when a selected survey is submitted.
Trigger Link Clicked: Fires when the contact clicks a defined trigger link.
Facebook Lead Form Submitted: Fires when a Facebook Lead Ad form submission is received.
TikTok Form Submitted: Fires when a TikTok lead form is submitted.
Video Tracking: Fires when a viewer reaches a chosen percentage of a video.
Number Validation: Fires based on the phone number validation result.
Messaging Error – SMS: Fires when an outbound SMS returns a specific error.
LinkedIn Lead Form Submitted: Fires when a LinkedIn Lead Gen form submission is received.
Funnel/Website PageView: Fires when the contact views a specified page/URL or UTM.
Quiz Submitted: Fires when a selected quiz is submitted.
New Review Received: Fires when a new review arrives in Reviews/Reputation.
Prospect Generated: Fires when a new prospect record is created.
Click To WhatsApp Ads: Fires when an inbound WhatsApp thread starts from a Click-to-WhatsApp ad.
External Tracking Event: Fires when a named client-side/server-side tracking event is captured.
Appointments
Appointment Status: Fires on status changes like booked, rescheduled, canceled, or no-show.
Customer Booked Appointment: Fires when a customer books an appointment.
Service Booking: Fires when a booking is made using Services (v2).
Rental Booking: Fires when a rental reservation is booked.
Opportunities
Opportunity Status Changed: Fires when an opportunity’s status changes (e.g., Open → Won/Lost).
Opportunity Created: Fires when a new opportunity is created.
Opportunity Changed: Fires when selected opportunity fields change.
Pipeline Stage Changed: Fires when an opportunity moves to a different pipeline stage.
Stale Opportunities: Fires when opportunities meet your inactivity/stale rule.
Affiliate
Affiliate Created: Fires when a new affiliate account is created.
- New Affiliate Sales: Fires when a sale is attributed to an affiliate. Optional filters let you narrow the trigger by affiliate, campaign, payout method status, and tax form status.
Affiliate Enrolled In Campaign: Fires when an affiliate is added to a campaign.
Lead Created: Fires when a new affiliate-attributed lead is created.
Courses
Category Started: Fires when a learner starts a selected course category.
Category Completed: Fires when a learner completes a selected course category.
Lesson Started: Fires when a learner starts a lesson.
Lesson Completed: Fires when a learner completes a lesson.
New Signup: Fires when a user signs up for a course/offer.
Offer Access Granted: Fires when access to an offer is granted.
Offer Access Removed: Fires when access to an offer is removed.
Product Access Granted: Fires when access to a product is granted.
Product Access Removed: Fires when access to a product is removed.
Product Started: Fires when a learner starts a product/course.
Product Completed: Fires when a learner completes a product/course.
User Login: Fires when a learner logs in to the learning portal.
Payments
Invoice: Fires on invoice lifecycle events like created, sent, due, or paid.
Payment Received: Fires when a payment is successfully captured.
Order Form Submission: Fires when a checkout/order form is submitted.
Order Submitted: Fires when an order is successfully submitted at checkout.
Documents & Contracts: Fires on document status events like sent, signed, or declined.
Estimates: Fires on estimate events like sent, accepted, or declined.
Subscription: Fires on subscription create, update, pause, resume, or cancel.
Refund: Fires when a refund is issued.
Coupon Code Applied: Fires when a coupon code is applied to a purchase.
Coupon Redemption Limit Reached: Fires when a coupon hits its redemption limit.
Coupon Code Expired: Fires when a coupon code expires.
Coupon Code Redeemed: Fires when a coupon code is redeemed.
Ecommerce Stores
Shopify Abandoned Cart (Deprecating Soon): Fires when a legacy Shopify cart is abandoned.
Shopify Order Placed: Fires when a Shopify order is placed.
Shopify Order Fulfilled (Deprecating Soon): Fires when a legacy Shopify order is fulfilled.
Order Fulfilled: Fires when a store order is fulfilled in your current store connection.
Product Review Submitted: Fires when a product review is submitted.
Abandoned Checkout: Fires when a checkout session is abandoned.
IVR
Start IVR Trigger: Fires when a caller reaches a configured IVR entry or option.
Facebook/Instagram Events
Facebook – Comment(s) On A Post: Fires when comments are added to the selected Facebook post.
Instagram – Comment(s) On A Post: Fires when comments are added to the selected Instagram post.
Communities
Group Access Granted: Fires when a member is granted access to a group.
Group Access Revoked: Fires when a member’s group access is revoked.
Private Channel Access Granted: Fires when access to a private channel is granted.
Private Channel Access Revoked: Fires when access to a private channel is revoked.
Community Group Member Leaderboard Level Changed: Fires when a member’s leaderboard level changes.
Certificates
Certificates Issued: Fires when a course certificate is generated.
Communication
TikTok – Comment(s) On A Video: Fires when comments are added to a selected TikTok video.
Transcript Generated: Fires when a call or conversation transcript is created.
Google Ads
Google Lead Form Submitted: Fires when a Google Ads lead form submission is received.