Triggers

Order Completed

Fires when a customer completes a purchase.

Cart Abandoned

Fires after a cart is inactive for a specified time.

New Lead

Fires when a new lead or contact is created.

Lead Status Changed

Fires when a lead moves to a different pipeline stage.

Message Received

Fires on any incoming message from any channel.

Form Submitted

Fires when a lead collection form is submitted.

Quote Requested

Fires when a new quote request is created.

Quote Ready for ERP

Fires when a quote has enough information for ERP preparation.

Quote Approved

Fires when a customer approves a quote.

Quote Handoffs

Fires when a quote moves to production, logistics, or invoicing.

Scheduled

Fires at a specific date and time (cron-based).

Recurring

Fires on an interval (every X minutes, hours, or days).

Manual

Triggered manually from the dashboard.