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      Workflow Trigger Types

      Creating different type of Workflow triggers

      Updated: March 26, 2024

       

      Triggers are conditional statements  that connect all the different modules of Vintory workflow together. Think of triggers as the wiring or 'secret sauce' in the back-end making all the cool things workflow does actually happen.

       

      Follow the steps below to Create Workflow and select different Trigger types:

      1. Go to Automation  
      2. Click + Create Workflow 
      3. Choose Start from Scratch
      4. Click + Add New Trigger
      5.  Choose a relevant trigger type from the dropdown and add all the necessary filters

      1. Hit Save Trigger button to save the selected trigger



      Below are example of commonly used trigger Type:

      • Form Submitted- Runs when a form is submitted
      • Opportunity Changed- Runs when the opportunity get changed
      • Customer Booked Appointment- Runs when a customer bookes an appointment
      • Customer Replied- Runs when an incoming message is received from a contact
      • Call Status- Runs on outbound and inbound calls