Household triggers
Household created
Runs when a new household is created.Attribute changed
Runs when a selected household field or custom field changes.Tag added
Runs when a tag is added to a household.Prospect promoted to client
Runs when a prospect is promoted to a client.Client archived to past client
Runs when a client is archived as a past client.Magic button (household)
Adds a custom button to household records. The automation runs when someone clicks the button. See Magic buttons for details.Contact triggers
Choose the Contact subsection for other contacts. These triggers apply directly to contacts and do not require a household type.Contact created
Runs when a new contact is created. Add optional contact filters under Continue if….Tag added
Runs when one of the selected tags is added to a contact. Select the tags and optionally add contact filters.Completed sequence
Runs when a contact completes or exits a sequence. Optionally select sequences, finish reasons, and contact filters.Magic button (contact)
Adds a button to the contact’s Chat tab. Set its title, description, icon, and color. See Magic buttons.Task triggers
Use Task title in task-trigger conditions to match task names, alongside the existing assignment, priority, label, and project filters.Task created
Runs when a new task is created.Task completed
Runs when a task is marked as completed.Meeting triggers
Meeting scheduled
Runs when a new meeting is scheduled.Meeting completed
Runs when a meeting is marked as completed.Magic button (meeting)
Adds a custom button to meeting records. See Magic buttons for details.Opportunity triggers
Opportunity created
Runs when a new opportunity is created.Stage moved
Runs when an opportunity moves to a different stage.Project triggers
Project created
Runs when a new project is started.Milestone changed
Runs when a project moves into a milestone.Project completed
Runs when a project is marked complete.Reminder triggers
Reminder triggers fire at a configurable number of days (or other interval) before a date-based event. They are useful for proactive outreach — birthday cards, review preparation, follow-ups.Birthday reminder
Runs a set number of days before a person’s birthday.Age milestone
Runs on Monday at 8 AM in the book’s timezone for living household leaders in client households who will reach a selected age within the look-ahead window. Household leaders include the head of household, spouse, and partner.Client review reminder
Runs before a client’s annual review date.Client anniversary reminder
Runs before a client’s anniversary date.Client touchpoint reminder
Runs relative to a client’s next touchpoint due date.Household custom date reminder
Run reminders before a date stored in a household custom field, such as a renewal or tax deadline.Meeting reminder
Runs before a scheduled meeting.Business triggers
Choose Business created, Attribute changed, Tag added, or Magic button under Business. Attribute changed watches Name, Industry, or Website. Choose the attributes under When any of these change…. Use business actions to add notes, send messages, or start a business project.System triggers
Form accepted
Runs when you accept an intake form submission into a household. Receiving the submission alone does not run this trigger. Choose a specific Form or leave Any form selected. Use Only continue if… → Add condition to narrow which accepted submissions run the automation.Recurring
Runs an automation on a schedule using each selected book’s timezone. The automation can run once for the book or once for every matching record in a report.Filter reports are evaluated with current data when the schedule fires. AI-generated reports are regenerated first, then the automation runs for the fresh results. Company reports use the same definition for every selected book, but each book gets its own report run and automation occurrence in its local timezone. Report audiences are limited to 500 records per book occurrence.
Email received
Runs when an email is received on a connected email integration.When Trigger for is Emails from unknown senders, you must add at least one sender condition under Only continue if… before you can save. This keeps the automation from running on every inbound email. When Trigger for is Emails from existing contacts, the condition is optional.
FAQ
Can an automation have multiple triggers?
Can an automation have multiple triggers?
No. Each automation has exactly one trigger. If you need the same actions to run for different events, create a separate automation for each trigger.
How do filter conditions work on triggers?
How do filter conditions work on triggers?
Filters let you narrow which records activate the automation. You can combine multiple conditions with AND/OR logic. Only records that match all filter criteria will trigger the automation.
What is the difference between a trigger filter and a branch condition?
What is the difference between a trigger filter and a branch condition?
Trigger filters decide whether the automation runs at all. Branch conditions run inside the automation and route records down different paths based on criteria you define.