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What Are Custom Actions (Triggers) and What Does Each Option Do
What Are Custom Actions (Triggers) and What Does Each Option Do
Jesse Arroyave avatar
Written by Jesse Arroyave
Updated over a week ago

In this article, you will learn all the different custom actions that can be utilized and how each action or event functions. A custom action takes place through a trigger which basically says “If ______ happens, then do ______ and _______ and ______ and so on.” For example, you could say, when a form is submitted, then add to campaign, add contact tag “lead”, add/update opportunity to lead in pipeline, etc.

Part 1: What should trigger this rule? This are events that when they take place, you can have other actions occur.

Standard Trigger Events:

Option #1: Added to Campaign Event fires every time a lead was added to a specific

Campaign. For example, if you added leads to a Newsletter campaign, you might want to add a tag to those leads to easily be able to show which leads went through the Newsletter campaign.

Option #2: Appointment fires every time a lead has a status change in their appointment. You can filter to specify the status change (such as confirmed) that you would like the trigger to fire upon. This is especially useful when a lead books an appointment. You might use it to put them into an appointment confirmation campaign, update their tags, update their pipeline stage, etc.

Option #3: Birthday Reminder This runs on the lead's birthday which was added to the calendar. Example a lead wanted to be added in a particular campaign on the day of his/her birthday, this trigger will remind you to do so and gives you the option to choose whether a day before, 2 days before and so on.

Option #4: Call Status When you set your “Call Status” event in Trigger this runs to all incoming and outgoing calls. For example a possible lead calls you, this Trigger will fire up as soon as the call comes in.

Option #5: Contact DND this works when a contact’s Do Not Disturb setting is updated.

Option #6: Contact Tag this runs when contact tags are added or removed.

Option #7: Custom Date Reminder this works on custom dates that you select.

Option #8: Custom Booked Appointment This runs when a lead booked an appointment themselves. This only works when the appointment is booked in a Calendar widget or link.

Option #9: Customer Replied. This trigger fires when a lead has responded to a particular campaign where he/she was added. You can add very specific filters to limit when this trigger fires.

Option #10: Email Event This runs when a lead responded or replied in an email that you sent. Example a lead has been added in a campaign and you set this email event every time your lead replies this will fire.

Option #11: Form Submitted This trigger event occurs when a form (and you can filter to specific forms) is submitted. This is useful if you are using a form on a landing page and want to immediately start to send the new lead into certain campaigns.

Option #12: Note Added This runs when a note is added to a contact profile.

Option #13: Opportunity Status Changed This runs when the opportunity status gets changed. Example when you add this event trigger this will give you options to choose whether your leads were “abandoned” “lost” or “won”.

Option #14: Pipeline Stage Changed this runs when the pipeline stage was updated for an opportunity. This allows you to send (or stop sending) specific communication based on where the lead is in the pipeline.

Option #15: Stale Opportunities this runs when opportunities older than the given time duration occur. This is useful for sending you or your team reminders or sending the lead specific communication.

Option #16: Survey Submitted This runs when a survey is submitted. This is very similar to the form submission action.

Option #17: Task Reminder This runs when a task reminder comes due. You can use this to send yourself SMS or email notifications or send the lead specific communication.

Option #18: Trigger Link Clicked This runs when a trigger link is clicked. For example you created an email with a “trigger link”, every time a lead opens or clicked that link, this trigger will fire.

Option #19: Two Step Order. This event fires whenever a lead submitted a two way order form.

Membership Triggers Events - These are triggers related specifically to the membership section. This is an add-on section and as such is not viewable to every user.

Option #20: Membership New Signup This works when a lead signed up for membership. This is useful to send them starting information or even send yourself a notification.

Option #21: Offer Access Granted This event fires when access to offer is granted to a lead.

Option #22: Offer Access Removed This runs when access to offer is removed.

Option #23: Product Access Granted This runs when access to product is granted.

Option #24: Product Access Removed This runs when access to product is removed.

Option #25: Product Completed This runs when the product gets completed.

Option #26: User Login This works when the user logs in membership.

Part 2: What action should we perform? This is the string of actions that you can take after a trigger event has occurred. You can string together as many actions as you want!

Standard Actions:

Option #1: Add / Update Opportunity this allows you to add lead into a pipeline and update their lead value, opportunity name and such.

Option #2: Add Contact Tag This allows you to add a contact tag. This action gives customized your contact lead/s by adding tags

Option #3: Add Task This allows you to add a task and assign it to someone in your contact list. Example only a specific person can work on a particular task where they have been added.

Option #4: Add To Campaign This allows you to add someone to a specific campaign.

Option #5: Add To Notes This allows you to add notes to a contact profile.

Option #6: Assign To User This allows you to assign a certain user to the lead. This is very useful whenever a lead enters the system for the first time as user custom values will not populate without a user being assigned to the lead.

Option #7: Execute Web Hook This allows you to export data to other platforms like Zapier.

Option #8: Remove Assigned User This allows you to remove an assigned user.

Option #9: Remove Contact Tag This allows you to remove a contact tag from a lead.

Option #10: Remove From All Campaign This allows you to remove the lead from all campaign, regardless of what they are in. This is often useful as it saves you time from doing it one-by-one in the next option.

Option #11: Remove From Campaign This action removes leads from the campaign of your choice. If you want to remove from multiple campaigns but not all, you can just string these actions together.

Option #12: Remove Opportunity This allows you to remove a lead’s opportunity from a pipeline.

Option #13: Send Email This allows you to send an email to a user or lead. You can compose the email in the same way that you can in a campaign (e.g. you can use custom values, trigger links, etc.)

Option #14: Send Notification This allows you to notify user within the app.

Option #15: Send SMS This allows you to send SMS message to a user or lead. You can compose the SMS in the same way that you can in a campaign (e.g. you can use custom values, trigger links, etc.)

Option #16: Set Contact DND This allows you to enable or disable Do Not Disturb for the lead.

Option #17: Stripe One time Charge This allows you to process a one time Stripe Charge.

Membership Action

Option #18: Membership Grant Offer This allows you to grant access to a lead for a specific Membership Offer

Option #19: Membership Revoke Offer This revokes access for a lead to a specific Membership Offer

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