Triggers are CRM automation tools. They can track customers actions and some changes in CRM: order payments, filling out CRM forms or calls. Your employees no longer have to go into each deal and check if the customer has read your email or paid the bill. Triggers will see the changes and automatically change the stage of the item.
The trigger can perform only one action - move the item to the stage where it is. The trigger name is the condition under which it works.
For example, you have the Responsible person change trigger on the second stage of the deal. As soon as the responsible person is changed in the item card, the trigger will move the deal to the second stage.
All triggers have an option Allow switching to previous status. If you turn it on, the trigger will be able to move the item to the previous stages, for example, from the third stage to the second one.
How to create and delete triggers
Go to the kanban or the list of the items for which you want to configure triggers. Click the Automation rules button.
Click the plus sign on the stage or click the Create button and then select Trigger.
To remove the trigger, click on the cross.
You can also copy and move triggers to other stages. To copy the trigger, click the appropriate button. To move the trigger, drag it to the desired stage.
Changes in CRM
Responsible person change/Field change
CRM form submission/Callback
Document created/Document opened
The trigger works when a resource is booked in the item card.
Communication with the customer
Incoming e-mail/Message has been sent/Email viewed/Email link clicked
Incoming call/Outbound call/Missed call
Initial message posted by client to live chat/Each message posted by client to live chat
The trigger works when the customer writes a message to the Open Channel chat. You can select a specific channel or all of them at once.