Triggers
The events that start a workflow and how to filter them.
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- How to start a workflow when a contact is created or gets a tagIn the workflow, click Add New Trigger and choose Contact Created (fires for every new contact) or Contact Tag (fires when a tag is added or removed). For tags, use the filters to pick the tag and whether it counts when added or removed.
- How to start a workflow when a customer books an appointmentIn the workflow, click Add New Trigger and choose Customer Booked Appointment (for every new booking) or Appointment Status (for confirmations, reschedules, cancellations or no-shows). Filter by the right calendar, save and publish.
- How to start a workflow when someone submits a formIn the workflow, click Add New Trigger, choose Form Submitted, add the form filter and pick one or more forms. Save, add your actions and publish.
- How to start a workflow with data from another system (inbound webhook)In the workflow, add the Inbound Webhook trigger and copy the URL it shows. Set up the other system to send JSON data to that URL, click Test Trigger, pick the received request as your mapping reference and save. Then map the data to the contact with the Create/Update Contact action.