List of Workflow Triggers

List of Workflow Triggers

Within the Workflow Builder you can have one or multiple triggers to fire off the workflow’s series of actions. Below is a complete list of workflow trigger options:

Appointments

  • Appointment Status: runs on all appointment status updates
  • Customer Booked Appointment: the customer booked an appointment themselves

Contact

  • Birthday reminder: runs on customer’s birthday (if in their Contact Record) 
  • Contact Changed: Runs when a contact data is updated
  • Contact Created: Runs when a new contact record is added
  • Contact Tag: runs when tags are added or removed
  • Custom Date Reminder: runs on a custom date
  • Note Added: runs when a note is added to the contact
  • Note Changed: runs when a note is modified
  • Task Added: runs when a task is added for the contact
  • Task Reminder: reminds that the task is due

Contact Actions

  • Customer Replied: a contact responded to the workflow
  • Form Submitted: runs when a form is submitted
  • Order Form Submission: runs when a contact submits an order form
  • Survey Submitted: runs when a survey is submitted
  • Trigger Link Clicked: runs when a trigger link is clicked
  • Twilio Validation Error: runs based on the Twilio Lookup response before sending an SMS or making a call. (Number Validation must be enabled in order for this feature to work.)

Events

  • Call Status: Runs on outbound and inbound calls
  • Email Events: runs on specific email events

Facebook

  • Facebook Lead Form Submitted: runs when the lead submits your Facebook Form

Membership

  • Category Completed: runs when a category of specified product gets completed
  • Membership New Signup: a customer.lead subscribed for a membership
  • Offer Access Granted: runs when access to offer is granted
  • Offer Access Removed:runs when access to offer is removed
  • Product Access Granted: runs when access to product is granted
  • Product Access Removed: runs when access to product is removed
  • Product Completed: runs when product is completed
  • User Login: runs when user logs in to membership

Opportunities

  • Opportunity Status Changed: runs when the opportunity status is changed
  • Pipeline Stage Changed: runs when the pipeline stage is updated for the opportunity
  • Stale Opportunities: runs when opportunities are older than a set time duration

Payments

  • Invoice: runs when an invoice is paid or sent

Shopify

  • Abandoned Checkout: runs when the lead (shopper) does not complete the checkout
  • Order Placed: runs when the lead (shopper) places an order
  • Order Fulfilled: runs when an order is fulfilled

NOTE: Many triggers include filter options which allow you to further specify the actions. For example, if you want the workflow trigger to run any time any form is submitted, you can keep the generic “Form Submitted” trigger, as shown below:

Or, if you want the workflow to only apply for a specific form, you can click “Add Filters” and choose the exact form you want the trigger to apply to:

    • Related Articles

    • List of Workflow Actions

      Within the Workflow Builder, you can add multiple actions to fire off in a series based on one or more triggers. Click the + icon anywhere in the Workflow to add an action. Below is a complete list of available actions: External Communications Send ...

    • Using a Workflow and Smart List To Track Failed SMS Contacts

      If you are sending SMS communications in LANA, and the SMS fails to go through, you may want to track those contacts for a variety of reasons (i.e. perhaps you want to call or email them to confirm their mobile number for SMS communications.) You can ...

    • Using the Wait Action in the Workflow Builder

      Using the Wait action in the Workflow Builder allows you to hold Contacts before advancing to the next step of a Workflow. This can be useful for many reasons, from appointment bookings/reminders, to follow ups, and more. Now, let’s take a look at ...

    • How to get Conversion List for Google Ads in Trigger/Workflows

      In your Google Ads Account, go to Tools and Settings. Click Conversions in Tools and Settings Next click the ADD CONVERSION ACTION To start tracking conversion, we need to choose the import option. If you want to track the click on a page or track ...

    • How to Use SMS and Phone Number Validation

      LANA may have SMS validation enabled, allowing the system to check phone numbers for you at the time of SMS sending. If activated, LANA will check Twilio Lookup (which charges per lookup) to see if the number is a landline and then LANA won’t send ...