Triggers Setup

Configure workflow triggers to automate your customer engagement. This guide shows you how to select, filter, and test triggers so your workflows fire at exactly the right moment.

Prerequisites

Before you begin, make sure you have:

Access to Automation > Workflows in your sub-account
An existing workflow or permission to create a new one
At least one lead source (form, calendar, pipeline, or tag system) configured
Understanding of which customer actions should start your automation

Navigate to the Workflow Builder

Open the canvas where you will add your trigger.

Go to Automation > Workflows in your sub-account. If you are adding a trigger to an existing workflow, click the workflow name to open it. If you are starting fresh, click Create Workflow and give your workflow a descriptive name.

The workflow canvas opens with a white space and a minimap in the bottom-right corner. Look for the Add New Trigger button at the top of the canvas.

Select Your Trigger Type

Choose the event that should start your workflow.

Click Add New Trigger. A side panel opens on the right side of the screen with more than 80 triggers organized into 14 categories: Contact, Event, Appointment, Opportunity, Affiliate, Course, Payment, Ecommerce Store, IVR, Social Media, Community, Certificate and Communication, and Google Ads.

Browse the categories by expanding each section, or use the Search bar at the top to find triggers by keyword. For example, type “form” to see Form Submitted, Survey Submitted, and Quiz Submitted.

Click the trigger you want to use. A configuration panel opens with filter options and settings specific to that trigger.

Configure Trigger Filters

Narrow when your workflow fires by applying filters.

Most triggers include filter options that let you restrict which contacts or events qualify. Without filters, many triggers fire for every matching event across your entire sub-account. This can cause contacts to enter workflows they should not be in.

For a Form Submitted trigger, use the dropdown to select the specific form you want to monitor. Do not leave it set to “Any Form” unless you genuinely want the workflow to fire for every form submission in your account.

For a Contact Tag trigger, select the tag name from the dropdown. Choose whether the workflow should fire when the tag is added, removed, or either.

For a Pipeline Stage Changed trigger, select the pipeline and stage you want to monitor. This ensures the workflow only fires when opportunities move into that specific stage.

Review every available filter option for your selected trigger and configure them to match your intended use case. Click Save Trigger when finished.

Add Multiple Triggers (Optional)

Allow your workflow to start from multiple entry points.

Click Add New Trigger again to add a second trigger to the same workflow. You cannot add the same trigger type twice, but you can add different types. For example, you might add both Form Submitted and Contact Tag triggers so the workflow fires when someone submits a form OR when a tag is manually applied.

Each trigger evaluates independently. When any one of them fires, the workflow starts for that contact. They do not combine into a single condition. If you need AND logic (where multiple conditions must be true), use a single trigger followed by an If/Else action to check the additional conditions.

Rename Your Triggers

Make your workflow canvas easy to scan at a glance.

By default, triggers are named generically (like “Form Submitted” or “Contact Tag”). Click the trigger node on the canvas to open its settings. Change the Action Name field to something descriptive that explains the context. For example, rename “Form Submitted” to “New Lead from Roof Estimate Form.”

This clarity is especially important when you have multiple triggers or when team members need to understand the workflow logic without reverse-engineering it.

Test Your Trigger

Verify the trigger fires correctly before going live.

Publish the workflow by clicking Publish in the top-right corner. Then perform the triggering action with a test contact. If you configured a Form Submitted trigger, submit the form. If you configured a Contact Tag trigger, manually add the tag to a contact.

Navigate back to your workflow and click the Execution Logs tab at the bottom of the screen. Look for a new entry showing the contact who triggered the workflow. If the entry appears with a status of “Started,” your trigger is working correctly.

If no entry appears, check these items:

Confirm the workflow is in Published status, not Draft
Verify the trigger filters match the event you tested
Make sure the contact is not already enrolled in the workflow (if re-enrollment is disabled)
Check that the contact meets any additional conditions set in the workflow

Configure Re-Enrollment Rules

Control whether contacts can enter the workflow multiple times.

Click the Settings icon in the top-right corner of the workflow canvas. Look for the Re-Enrollment section. By default, contacts can only enter a workflow once. Enable re-enrollment if you want the same contact to go through the automation again.

Set the re-enrollment interval (for example, allow re-entry after 30 days). This prevents contacts from spamming your workflow if the trigger fires multiple times in a short period.

Click Save to apply the re-enrollment rules.

Review Trigger Best Practices

Follow these guidelines to avoid common trigger mistakes:

Always apply filters to narrow which events qualify
Name triggers descriptively so your canvas is scannable
Use Contact Tag triggers when you need flexibility, since tags can be applied from forms, manual actions, workflows, or API calls
Test triggers with a real contact by performing the actual triggering action, not just using the test button
Audit your triggers regularly to catch overlaps or outdated automations
Avoid adding the same trigger with the same filters across multiple workflows unless you intentionally want both to fire

Test Your Setup

Verify your trigger configuration is working correctly:

Confirm the workflow is in Published status
Perform the triggering action with a test contact (submit the form, add the tag, move the opportunity, etc.)
Check the Execution Logs to confirm the contact entered the workflow
Review the trigger filters to ensure they are specific enough
Test with multiple contacts to verify consistent behavior
Monitor the first 24 hours after publishing to catch any unexpected enrollments

Next Steps

Now that your triggers are configured, expand your automation capabilities:

Add actions to your workflow to define what happens after the trigger fires
Use If/Else Branching to route contacts down different paths based on their data
Explore the Actions Library to see every available workflow action
Connect external systems using Webhooks & API triggers
Build complete automations in the Workflow Builder