This article will teach you the triggers you can use within a workflow. 

Inside the Workflow Builder, you can have one or multiple triggers to fire off a series of actions. 

This is the complete list: 

Contact

Birthday Reminder: Runs on the customer's birthday (if this information is on their contact record) at 8 AM. Adds them to the workflow automatically at their birthday.

Contact Changed: Runs when a contact data is updated

Contact Created: Runs when a new contact record is added

Contact DND: Runs when a contact is set to Do Not Disturb

Contact Tag: Runs when a tag is added to a contact

Custom Date Reminder: Runs on a custom date

Note Added: Runs when a note is added to the contact

Note Changed: Runs when a note is modified

Task Added: Runs when a task is added for the contact

Task Reminder: Reminds that the task is due

Task Completed: Runs when a task has been marked as completed

Events

Inbound Webhook: Adds a workflow trigger, and on execution, the contact gets added to the workflow

Call Status: Runs on outbound and inbound calls

Email Events: Runs on specific email events

Customer Replied: Runs when an incoming message is received from a contact

Form Submitted: Runs when a form is submitted.

Survey Submitted: Runs when a survey is submitted.

Trigger Link Clicked: Runs when a trigger link is clicked

Facebook Lead Form Submitted: Runs when the lead submits your Facebook Form

TikTok Form Submitted: Runs when a TikTok lead form is submitted

Video Tracking: Runs when a lead watches a video in one of your funnels. You can filter by a specified percentage viewed. 

Twilio Validation Error: Runs based on the Twilio Lookup response before sending an SMS or making a call. Number Validation has to be enabled in Agency Twilio Settings.

LinkedIn Lead Form Submitted: Runs when a LinkedIn lead form is submitted

Appointments

Appointment Status: Runs on all appointment status updates

Customer Booked Appointment: Runs when the customer books an appointment. 

Opportunities

Opportunity Status Changed: Runs when the opportunity status gets changed

Opportunity Created: Runs when the opportunity gets created

Opportunity Changed: Runs when the opportunity changes.

Pipeline Stage Changed: The pipeline stage was updated for an opportunity.

Stale Opportunities: Runs when opportunities are older than the given time duration

Affiliate

Affiliate Created: Runs when a New Affiliate is Created.

New Affiliate Sales: Runs when a new sales transaction is recorded for an affiliate.

Membership

Category Started: Runs when a category of specified product starts

Category Completed: Runs when a category of specified product gets completed.

Lesson Started: Runs when lesson starts.

Lesson Completed: Runs when lesson gets completed

Membership New Signup: A customer/lead subscribed for membership

Offer Access Granted: Runs when access to offer is granted

Offer Access Removed: Runs when access to offer is removed

Product Access Granted: Runs when access to product is granted

Product Access Removed: Runs when access to product is removed

Product Started: Runs when product starts

Product Completed: Runs when product gets completed

User Login: Runs when user logs in to a membership.

Payments

Invoice: Runs when an Invoice is created or updated

Payment Received: Runs when a Payment is recieved.

Order Form Submission: Runs when an Order Form is submitted.

Order Submitted: Runs when an Order is submitted.

Proposals & Estimates: Runs when a proposal or estimate has been send.

Shopify

Abandoned Checkout: Runs when the leads (shoppers) do not complete the checkout

Order Placed: Runs when the leads (shoppers) place an order

Order Fulfilled: Runs when the order is fulfilled by the store, after the lead has already placed the order

Communities

Group Access Granted: Runs when the User joins the Community

Group Access Revoked: Runs when you revoke group access for a user

NOTE: Many triggers include filter options which allow you to further specify the actions. For example, if you want the workflow trigger to run any time any form is submitted, you can keep the generic “Form Submitted” trigger, as shown below:

If you want the workflow to only apply to a specific form, you can click “Add Filters” and choose the exact form you want the trigger to apply to: