About Automation Triggers

Triggers are part of the Sequence Start Rules, the action that starts a sequence.

Most triggers start the sequence immediately after an action has taken place, such as Estimate Was Won or To Do Was Created. This means that as soon as the estimate is marked as Won or a To Do is created, the client/lead enters the sequence.

Some Triggers do not start a sequence immediately. Instead, the sequence should be on at least one day before the sequence start date. Each morning, these Triggers run through a daily check searching for clients/leads who meet the Trigger.

For example, with the Trigger Invoice Past Due, clients who are past due will not enter the sequence on the day the sequence is turned on. Instead, clients who meet the Trigger will enter the sequence the next morning, after the Trigger completes its daily check.

These Triggers delay the sequence one day after the sequence is turned on:

  • Contract is about to expire
  • Credit Card is about to expire
  • Run on client since date
  • Run on custom field date
  • Run on day of the week
  • Run on time range
  • Invoice past due
  • Invoice was created (only when the invoice originates from a visit)
  • To Do past due



Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?