Event triggers
Event triggers fire when something happens in Slant.Record created
Fires when a new record of a specific type is created.| Setting | Description |
|---|---|
| Record type | Client, prospect, contact, task, opportunity, or project |
| Conditions | Optional filters on the new record |
- Welcome email when a new prospect is added
- Task creation when a new client is added
- Notification when a new opportunity is created
Attribute updated
Fires when a specific field changes on a record.| Setting | Description |
|---|---|
| Record type | Client, prospect, task, opportunity, or project |
| Watched attributes | Which fields to watch for changes |
| Conditions | Optional filters on the record |
| Record type | Available attributes |
|---|---|
| Client | Tier, AUM, name |
| Prospect | Name |
| Task | Status (fires when task is marked done) |
| Opportunity | Pipeline stage |
| Project | Status, milestone, assigned user |
- Alert when a client’s AUM crosses a threshold
- Create follow-up tasks when an opportunity moves stages
- Notify the team when a project milestone changes
Tag added
Fires when a specific tag is added to a household (client or prospect).| Setting | Description |
|---|---|
| Tags | Which tags trigger the workflow |
| Conditions | Optional filters on the household |
- Start onboarding when a “New client” tag is added
- Trigger follow-up when a “Hot lead” tag is applied
Prospect promoted
Fires when a prospect is converted to a client.| Setting | Description |
|---|---|
| Conditions | Optional filters on the new client |
- New client onboarding sequence
- Celebration notification to the team
- Create a client-specific project
Email received
Fires when an email is received.| Setting | Description |
|---|---|
| Email account | Which connected email account to monitor |
| Contact matching | Whether the sender must match an existing contact |
- Auto-create a task when a client emails
- Route incoming emails to the right team member
- Trigger a workflow for emails from unknown senders
Meeting scheduled
Fires when a new meeting is added to the calendar.| Setting | Description |
|---|---|
| Conditions | Optional filters on the meeting |
- Create preparation tasks for client meetings
- Send pre-meeting materials
Meeting completed
Fires after meeting notes are generated for a meeting.| Setting | Description |
|---|---|
| Conditions | Optional filters on the meeting |
- Create follow-up tasks after meetings
- Send meeting summary to attendees
Recording finished
Fires when a meeting recording finishes processing.| Setting | Description |
|---|---|
| Conditions | Optional filters on the meeting |
- Notify the team that a recording is ready
- Trigger AI processing on the transcript
Schedule triggers
Schedule triggers run on a regular basis.Meeting reminder
Fires at a configurable time before an upcoming meeting. Runs on a schedule and checks for meetings within the configured window.| Setting | Description |
|---|---|
| Reminder interval | When to fire relative to the meeting |
| Interval | Description |
|---|---|
| 30 minutes before | Fires 30 minutes before the meeting |
| 1 hour before | Fires 1 hour before the meeting |
| 2 hours before | Fires 2 hours before the meeting |
| 24 hours before | Fires 24 hours before the meeting |
| Morning of | Fires the morning of the meeting |
| 1-5 days before | Fires 1-5 days before the meeting |
| 1 week before | Fires 1 week before the meeting |
| 2 weeks before | Fires 2 weeks before the meeting |
- Send a reminder notification 1 hour before meetings
- Create prep tasks the morning of client meetings
- Alert the team 1 week before important reviews
Date reminder
Fires relative to a date field on a person or client record.| Setting | Description |
|---|---|
| Record type | Person or client |
| Date field | Which date field to monitor |
| Day offset | Number of days before the date (0-90) |
| Field | Ignores year |
|---|---|
| Date of birth | Yes (fires every year) |
| Became client date | Yes (fires on anniversary) |
| Next review due on | No (fires relative to the actual date) |
- Birthday reminders (7 days before)
- Client anniversary acknowledgments
- Review due date reminders
Recurring
Runs on a set schedule (daily, weekly, or monthly).| Setting | Description |
|---|---|
| Frequency | Daily, weekly, or monthly |
| Time of day | What time to run |
| Day of period | Which day of the week or month (for weekly/monthly) |
- Daily task summary
- Weekly pipeline review
- Monthly reporting reminders
Manual triggers
Manual triggers are activated by user action.Magic button
Appears as a button on client, prospect, or meeting records. Runs when clicked.| Setting | Description |
|---|---|
| Title | What the button says |
| Record type | Where the button appears (client, prospect, or meeting) |
| Icon | Visual icon for the button |
| Color | Button color |
- Quick actions like “Schedule review”
- On-demand processes like “Generate report”
- Ad-hoc workflows like “Send thank you”
Trigger conditions
Most triggers support conditions that filter when they fire. Conditions are evaluated on the record that triggered the workflow, and the workflow only runs if all conditions pass.Add conditions
Combining conditions
Combine conditions with AND/OR logic:- AND — All conditions must be true
- OR — Any condition can be true