What are triggers?
Triggers help automate your online store workflows. They track customer actions, such as:
- Paying for an order
- Submitting a CRM form
- Making or receiving a call
When a trigger detects an action, it automatically moves the order to the appropriate stage.
Each trigger runs based on specific conditions. You can also enable Allow switching to previous status to let a trigger move an order back to an earlier stage.
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Available triggers
Runs when you change the person responsible for the order.
Runs when you send or receive an email related to the order, or when a customer views an email.
Runs when a customer clicks a specific link in an email. Add the same link in the trigger settings (for example, a quote or order page link).
Runs when you receive or miss a call from the contact or company linked to the order. You can choose which communication channel to track.
Runs when the customer linked to the order submits a selected CRM form.
Runs when the customer completes a payment. Payment details appear in the order timeline.
Runs when you approve a shipment or add a tracking number in the Shipment section of the order.
Runs when you mark the order as Shipped.
Runs when the order is canceled.
Runs when an external system sends a webhook request for the order.
Runs when visit tracking starts.
Runs when a known customer returns to your website.
Runs when a customer sends a message in the selected open channel. You can track the first message or every message.
Runs when you create a document from a template in the order.
Runs when a customer opens a document generated from the order template.
