Workflow Triggers

Workflow Trigger: Membership Product Started

Workflow Trigger: Membership Product Started The Product Started trigger will activate a Workflow when a contact begins or interacts with a specific product in a mem ...

Workflow Trigger: Call Status

Workflow Trigger: Call Status The Call Status Workflow Trigger can be used to trigger workflows when a call status is detected. This article will outline how to set up a workflo ...

Workflow Trigger: Facebook - User Comments On A Post

Workflow Trigger: Facebook - User Comments On A Post Introducing the Facebook - User Comments On A Post workflow trigger, this feature enhances sales and conversations on Facebo ...

Workflow Trigger: Note Changed

Workflow Trigger: Note Changed The Note Changed Workflow Trigger allows you to trigger a workflow whenever a note is changed within a contact in your account. In this case, the ...

Workflow Trigger: Instagram - User Comments On A Comments

Workflow Trigger: Instagram - User Comments On A Comments A new workflow trigger, an innovative feature has been introduced to enhance engagement and drive sales on social media ...

Workflow Trigger: Shopify Abandoned Checkout

Workflow Trigger: Shopify Abandoned Checkout In this article, you will learn how to integrate your Shopify store as well as set up the abandoned trigger and an examp ...

Marking Calls as Completed

Marking Calls as Completed In this article, you will learn how to create a Call Completed Trigger to ‘Mark Calls’ to your leads as completed when answered. This proc ...

Workflow Trigger: Invoice

Workflow Trigger: Invoice In this article, we will explain how to set up a workflow trigger: Invoice, and how it can be used How to set up the Invoice trigger Select the &ld ...

Workflow Trigger: Subscription

Workflow Trigger: Subscription The Subscription Trigger allows users to automate processes based on subscription status changes, such as creation, trial activation, or cancellat ...

Workflow Trigger: Category Started

Workflow Trigger: Category Started The Category Started trigger will activate a Workflow when a contact begins or interacts with a specific category in a membership. In this art ...

Workflow Trigger: Product Completed

Workflow Trigger: Product Completed The Product Completed Workflow Trigger allows you to start a workflow whenever a customer completes one or a selection of your Membership Pro ...

Workflow Trigger: TikTok Form Submitted

Workflow Trigger: TikTok Form Submitted The TikTok Form Submitted Workflow Trigger allows you to build a workflow that is triggered whenever a contact submits a TikTok Lead Form ...

Workflow Trigger: Video Tracking

Workflow Trigger: Video Tracking The Video Tracking Workflow Trigger allows you to trigger a workflow whenever a lead watches a certain percentage of a video that you have uploa ...

Workflow Trigger: Video Tracking

Workflow Trigger: Video Tracking The Video Tracking Workflow Trigger allows you to trigger a workflow whenever a lead watches a certain percentage of a video you uploaded to you ...

Workflow Trigger: Contact Changed

Workflow Trigger: Contact Changed Automate Actions with the “Contact Changed” Workflow Trigger The “Contact Changed” Workflow Trigger provides a way to ...

Workflow Trigger: User Login (Membership Login)

Workflow Trigger: User Login (Membership Login) Workflows can be created for a multitude of triggering actions, with any series of follow-up actions/events you wish to customize ...

Workflow Trigger: WhatsApp

Workflow Trigger: WhatsApp In this article, you'll learn how to use WhatsApp triggers and actions within your CRM system effectively. WhatsApp Inbound Message Trigger Use the' ...

Workflows: Multi-Select for Forms and Surveys

Workflows: Multi-Select for Forms and Surveys In this article, you will learn how to use the new multi-select functionality for forms and surveys in workflows. This update allow ...

Workflow Trigger: Custom Date Reminder

Workflow Trigger: Custom Date Reminder In this article, you will learn how to set up a custom date reminder workflow trigger, and an example of what it can be used for Select ...

Workflow Trigger: Contact Engagement Score

Workflow Trigger: Contact Engagement Score A Contact Engagement Score Trigger is a handy tool that starts actions in a workflow when a contact's Engagement Score changes. It hel ...

Workflow Trigger: Number Validation

Workflow Trigger: Number Validation The Number Validation Workflow Trigger allows you to build a workflow that will be triggered in the event of a validation error o ...

Workflow Trigger : Messaging Error - SMS

Workflow Trigger : Messaging Error - SMS In today's fast-paced communication landscape, ensuring that your SMS campaigns reach their intended audience is vital. Howe ...

Workflow Trigger: Trigger Link Clicked

Workflow Trigger: Trigger Link Clicked In this article, you will learn how to set up a Trigger Link, what it can be used for, and one example. Essentially it is a hyperlink, tha ...

Workflow Trigger: Documents & Contracts

Workflow Trigger: Documents & Contracts The Workflow Trigger for Documents and Contracts The Workflow Trigger for Documents and Contracts empowers users to effe ...

Workflow Trigger: Product Access Granted

Workflow Trigger: Product Access Granted The Product Access Granted Workflow Trigger allows you to build a workflow that will trigger whenever a contact is given access to your ...

Workflow Trigger: Opportunity Created

Workflow Trigger: Opportunity Created The Opportunity Created workflow trigger in High Leads Pro seamlessly integrates the lost reason filter into key triggers and actions, prov ...

Workflow Trigger: Shopify Order Fulfilled

Workflow Trigger: Shopify Order Fulfilled In this article, you will learn how to set up the order fulfilled trigger and an example of how it can be used Navigate through workfl ...

Whatsapp Workflow Integration

Whatsapp Workflow Integration In this article, you'll learn how to effectively use WhatsApp triggers and actions within your CRM system. Prerequisite for using WhatsApp under W ...

Workflow Trigger: Opportunity Changed

Workflow Trigger: Opportunity Changed The Opportunity Changed trigger runs when an opportunity is updated, and the ability to filter opportunities based on the lost reason filte ...

Workflow Trigger: Order Submitted

Workflow Trigger: Order Submitted The Order Submitted trigger is a robust workflow feature that allows businesses to upsell customers after they have placed an order. It support ...

Workflow Trigger: Page View

Workflow Trigger: Page View The Page View trigger focuses on monitoring customer visits to specific web pages or URLs. When a page view event occurs, the trigger ini ...

Workflow Trigger: Opportunity Status Changed

Workflow Trigger: Opportunity Status Changed The Opportunity Status Changed Workflow Trigger can be used to trigger a workflow whenever a contact who is listed within one of you ...

Workflow Trigger: Pipeline Stage Changed

Workflow Trigger: Pipeline Stage Changed The Pipeline Stage Changed Workflow Trigger allows you to build a workflow that is triggered in the event of a contact experiencing a ch ...

Workflow Trigger: Completed Task

Workflow Trigger: Completed Task Introduction The Task Completed Trigger is a powerful feature in the CRM designed to initiate a set of pre-defined actions or automations when ...

Workflow Triggers: Opportunity Triggers

Workflow Triggers: Opportunity Triggers This article will delve into two essential workflow triggers that the CRM has introduced: "Opportunity Created" and "Opportunity Changed" ...

Workflow Trigger: Task Reminder

Workflow Trigger: Task Reminder In this article, you will learn how to set up the workflow trigger task reminder and the purpose of each filter. How to use this tri ...

Workflow Trigger: Payment Received

Workflow Trigger: Payment Received When used in a workflow, the Payment Received trigger automates processes and actions based on incoming payments. It can be configured to resp ...

Workflow Trigger: Stale Opportunities

Workflow Trigger: Stale Opportunities The Stale Opportunities Workflow Trigger allows you to build a workflow that will trigger whenever a contact has had the “open” ...

Workflow Trigger: Appointment Status

Workflow Trigger: Appointment Status One very common Workflow Trigger you may want to use is the Appointment Status Workflow Trigger. This will trigger any time an appointment s ...

Workflow Trigger: Affiliate Enrolled In Campaign

Workflow Trigger: Affiliate Enrolled In Campaign Affiliate programs play a crucial role in driving revenue for businesses, and managing affiliates effectively is essential for a ...

Workflow Trigger: Membership New Signup

Workflow Trigger: Membership New Signup Membership New Signup will activate when a contact is granted an offer for the first time. By using Membership New Signup you now have ac ...

Workflow Trigger: Form Submitted

Workflow Trigger: Form Submitted The Form Submitted Workflow Trigger activates a workflow whenever a form is submitted. This trigger allows you to automatically add contacts who ...

Workflow Trigger: Contact Created

Workflow Trigger: Contact Created The Contact Created Workflow Trigger will add a contact to this workflow whenever one is created. This can be a very helpful trigger for many a ...

Workflow Trigger: Facebook Lead Form Submitted

Workflow Trigger: Facebook Lead Form Submitted The Facebook Lead Form Submitted Workflow Trigger will allow you to create a workflow that is triggered by the submission of a Fac ...

Workflow Trigger: Offer Access Granted

Workflow Trigger: Offer Access Granted Offer Access Granted will activate when a contact is granted any offer. By using this trigger, you now have access to new custom values. Y ...

Loop Lockouts

Loop Lockouts Sometimes you may have a loop created in High Leads Pro accidentally when two actions are set to feed into one another or feed back into itself repeatedly. This cr ...

Workflow Trigger: Refund

Workflow Trigger: Refund This feature is designed to streamline and enhance the management of refunds within the High Leads Pro. By incorporating refund triggers into workflows, ...

Workflow Trigger: Video Tracking

Workflow Trigger: Video Tracking The Video Tracking Workflow Trigger allows you to trigger a workflow whenever a lead watches a certain percentage of a video that you have uploa ...

Workflow Trigger: Birthday Reminder

Workflow Trigger: Birthday Reminder One Workflow Trigger that is helpful to create a more personalized experience for your clients is the Birthday Reminder trigger. ...

Workflow Trigger: Certificates Issued

Workflow Trigger: Certificates Issued The Certificates Issued trigger enhancement allows users to trigger workflow actions based on the issuance of certificates, off ...

Workflow Trigger: Membership Lesson Started

Workflow Trigger: Membership Lesson Started Membership lesson triggers are powerful tools for automating responses and tracking user engagement within your membership courses. U ...

Workflow Trigger: Lesson Completed

Workflow Trigger: Lesson Completed The Lesson Completed trigger activates a Workflow when a contact completes a lesson within a category in a membership product. It allows you t ...

Workflow Tigger: Email Events

Workflow Tigger: Email Events In this article you will find out how to create a workflow trigger: Email Events and the scenarios on why it would be used Click the “Add ...

Workflow Trigger: Customer Replied

Workflow Trigger: Customer Replied The Customer Replied Workflow Trigger runs when an incoming message is received from a contact. This article will give a detailed overview of ...

Workflow Trigger: Survey Submitted

Workflow Trigger: Survey Submitted In this article, you will learn how to set up the workflow trigger form submitted. This can be attached to funnels, websites, and calendars an ...

Workflow Trigger: Note Added

Workflow Trigger: Note Added The Note Added Workflow Trigger allows you to trigger a workflow whenever a note is added to a contact in your account. In this case, th ...

Workflow trigger: Task Added

Workflow trigger: Task Added In this article, you will learn how to set up the Workflow trigger: Task Added, and how it functions. How does this trigger work? When a new task ...

Workflow Trigger: Product Access Removed

Workflow Trigger: Product Access Removed The Product Access Removed Workflow Trigger allows you to build a workflow that will trigger whenever a contact's access to your members ...

Workflow Trigger: Shopify Order Placed

Workflow Trigger: Shopify Order Placed In this article you will learn the workflow trigger Shopify order placed; this will run anytime someone places an order in your Shopify st ...

Workflow Trigger: Affiliate Created

Workflow Trigger: Affiliate Created The Affiliate Manager features a trigger called Affiliate Created, which is activated when an affiliate is created. This automati ...

Workflow Trigger: Category Completed

Workflow Trigger: Category Completed The Membership Category Completed trigger will activate a Workflow when a contact begins or interacts with a specific category in a membersh ...

Workflow Trigger: Contact DND

Workflow Trigger: Contact DND The Contact DND Workflow Trigger can be used for any actions where a contact enables or disables Do-Not-Disturb (DND) for any communication channel ...

Workflow Trigger: Order Form Submission

Workflow Trigger: Order Form Submission Table of Contents How does the trigger work? Steps to add the trigger to your workflow How to use the Submission Type Filter? How d ...