Available Automations Triggers

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Available Automations Triggers

Documentation Team

Updated 4 months ago

Automation Triggers Overview

Automation triggers are the starting points that initiate your workflows. With a wide variety of triggers available—and new ones being added regularly—you have flexibility in how workflows begin.

Some triggers are straightforward and ready to use immediately, while others offer configurable options to suit specific needs.

Below, you’ll find a comprehensive list of all available automation triggers. Each entry includes a description, key details, any special cases, and example use cases.

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Entity Name	Trigger	Overview	Special Cases	Example Use Cases/Jobs
CRM Company	A call activity is created or modified for a company	This trigger starts an automation when a call activity is created or modified for a company in the CRM.	You can apply additional conditions to this trigger as well. The Condition Type allows users to reference details from the Call Activity data and even Company data, enabling the trigger to be customized for your specific use case.	As a Business owner, I want to receive a notification whenever a salesperson contacts a detractor, so I can stay informed and address potential issues proactively. ( Please be aware that the NPS field is custom and must be manually created in the Business App at this time. )
	When a company is added to a list	This trigger initiates an automation whenever a CRM company is added to a CRM List.	Lets a user select a specific CRM List The Condition Type allows users to reference details from the Company data, enabling the trigger to be customized for your specific use case.	As a Business owner or sales manager, I want to automatically launch a campaign whenever a CRM-UI company is added to a specific list, so I can streamline engagement with these prospects.
	When a company is removed from a list	This trigger initiates an automation whenever a CRM company is removed from a CRM List.	Same as above	As a Business owner or sales manager, I want to automatically launch a campaign whenever a CRM-UI company is removed from specific list, so I can streamline engagement with these prospects.
	A company is created or modified	This trigger initiates an automation when a CRM company is created or modified. Currently, there are three options. Created or Modified Created Modified	The modified CRM field allows you to identify which field has been changed. Based on this, you can decide to initiate your automation. This feature helps ensure that the automation triggers specifically when that particular field is modified. You can select multiple modified fields as well.	As a business owner, I want to receive notifications when a lead’s score changes, so I can take timely action on high-priority leads.
	An email activity is created or modified for a company	This trigger initiates an automation when an email activity is created or modified for a company	The Condition Type enables users to reference details from Company data and email activity, allowing for customized triggers specific to your use case.	As a business owner, I want to be notified when a recipient opens an email, so I can engage promptly with interested leads and maximize conversion opportunities.
	A meeting activity is created or modified for a company	This trigger initiates an automation when a meeting activity is created or modified for a CRM company	Same as above, in addition to that, you can also choose to further drill down using the Meeting data. The meeting data is available once you select the meeting Id in the dropdown.	As a business owner, I want to be notified when a meeting activity is created for a CRM Company from a specific city, so I can stay informed about potential local opportunities and engage strategically.
	A note activity is created or modified for a company	This trigger initiates an automation when a CRM note activity is created or modified for a Company	The Condition Type enables users to reference details from Company data and data from the note itself allowing for customized triggers specific to your use case.	As a business owner, I want to be notified when a note is added to a CRM Comapany, so I can stay updated on important interactions and respond effectively. `Tags` can be used in Condition Types to drill down further.
	A CRM sales task is created or modified for a company	This trigger initiates an automation when a CRM sales task is created or modified for a company	The Condition Type enables users to reference details from Company data and data from the Task/Task ID itself allowing for customized triggers specific to your use case.	As a business owner, I want to be notified when a high-priority task is created or updated by my salesperson, so I can monitor key activities and support timely follow-ups.
CRM Contacts	Web Chat captures a lead	This trigger runs when a Web Chat summary is generated for a lead. This could be for a new Contact that Web Chat created, or for an existing Contact.	The Conditions available for this trigger allow users to choose objects like Chat Summary and Chat Links.
	A call activity is created or modified for a contact	This trigger starts an automation when a call activity is created or modified for a Contact in the CRM.	You can apply additional conditions to this trigger as well. The Condition Type allows users to reference details from the Call Activity data and even Contact data, enabling the trigger to be customized for your specific use case.	As a Business owner, I want to receive a notification whenever a salesperson contacts a detractor, so I can stay informed and address potential issues proactively. ( Please be aware that the NPS field is custom and must be manually created in the Business App at this time. )
	When a Contact is added to a list	This trigger initiates an automation whenever a CRM Contact is added to a CRM List.	Lets a user select a specific CRM List The Condition Type allows users to reference details from the Contact data, enabling the trigger to be customized for your specific use case.	As a Business owner or sales manager, I want to automatically launch a campaign whenever a CRM-UI Contact is added to a specific list, so I can streamline engagement with these prospects.
	When a Contact is removed from a list	This trigger initiates an automation whenever a CRM Contact is removed from a CRM List.	Same as above	As a Business owner or sales manager, I want to automatically launch a campaign whenever a CRM-UI Contact is removed from specific list, so I can streamline engagement with these prospects.
	A Contact is created or modified	This trigger initiates automation when a CRM Contact is created or modified. Currently, there are three options. Created or Modified Created Modified	The modified CRM field allows you to identify which field has been changed. Based on this, you can decide to initiate your automation. This feature helps ensure that the automation triggers specifically when that particular field is modified. You can select multiple modified fields as well.	As a business owner, I want to be notified when a Contact’s lifecycle stage changes, so I can promptly act on high-priority leads and drive conversions.
	An email activity is created or modified for a Contact	This trigger initiates an automation when an email activity is created or modified for a Contact	The Condition Type enables users to reference details from Contact data and email activity, allowing for customized triggers specific to your use case.	As a business owner, I want to be notified when a recipient opens an email, so I can engage promptly with interested leads and maximize conversion opportunities.
	A meeting activity is created or modified for a Contact	This trigger initiates an automation when a meeting activity is created or modified for a CRM Contact	Same as above, in addition to that, you can also choose to further drill down using the Meeting data. The meeting data is available once you select the meeting Id in the dropdown.	As a business owner, I want to be notified when a meeting activity is created for a CRM contact from a specific city, so I can stay informed about potential local opportunities and engage strategically.
	A note activity is created or modified for a Contact	This trigger initiates an automation when a CRM note activity is created or modified for a Contact	The Condition Type enables users to reference details from Contact data and data from the note itself allowing for customized triggers specific to your use case.	As a business owner, I want to be notified when a note is added to a CRM Contact, so I can stay updated on important interactions and respond effectively. `Tags` can be used in Condition Types to drill down further.
	A CRM sales task is created or modified for a Contact	This trigger initiates an automation when a CRM sales task is created or modified for a Contact	The Condition Type enables users to reference details from Contact data and data from the Task/Task ID itself allowing for customized triggers specific to your use case.	As a business owner, I want to be notified when a high-priority task is created or updated by my salesperson, so I can monitor key activities and support timely follow-ups.
Advanced	A webhook is received	This trigger initiates an automation when the platform receives a webhook. Please note that the Webhook URL is available on the side panel.	In Automations, the webhook trigger enables users to send payload data directly into the Business app.	As a business owner, I want to transfer data from my existing CRM into the Business app platform, so I can consolidate my information and enhance workflow efficiency.
Advanced	Triggered via Zapier	This trigger starts an automation directly from Zapier.	Please note that the steps are highlighted in the side panel.	As a business owner, I want to easily trigger an automation directly from Zapier with minimal technical effort, so I can streamline processes without needing advanced technical skills.