Trigger automation
When X happens to a contact, do Y. Immediately.
3:05 walkthrough, recorded on real data.
Trigger automation
Triggers are event-driven, one-shot rules: a status change, a tag added or a deal created fires an action, optionally after a delay and only if the filters match. Actions include email, SMS, tag, status, owner, task, workflow enrollment, webhook and voicemail. A health view shows what fired and what failed.
In this video
- The triggers list and the health view
- Building a trigger: IF, filters, delay, THEN
- Using the templates gallery
- Build with AI: describing a trigger in plain English
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Any contact event
Status change, tag added, deal created, form submitted and more.
Nine action types
Send SMS or email, change status, add or remove a tag, assign, enroll in a workflow, fire a webhook, create a task, drop a voicemail.
Filters and delay
Gate on any field; wait before acting.
Health monitoring
See every firing, and the ones that failed.
Build with AI
Describe the rule and the platform writes it.
Watch next
All 31 walkthroughsWorkflows
2:23Multi-step automations that run a sequence of actions over time.
Multi-step sequences across email, SMS and voice, with AI drafting.
Tasks
2:49Tasks and appointments tied to the record, with reminders.
See it on your own data
Book 20 minutes and we will walk through Trigger automation live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer