Household triggers
Household created
Runs when a new household is created.| Field | Description |
|---|---|
| Household type | Required. Choose Prospect or Client. |
| Filter | Optional. Add conditions to narrow which households trigger the automation. |
Tag added
Runs when a tag is added to a household.| Field | Description |
|---|---|
| Tags | Required. Select one or more tags. The automation fires when any of the selected tags is added. |
| Filter | Optional. Add conditions to narrow which households trigger the automation. |
Prospect promoted to client
Runs when a prospect is promoted to a client.| Field | Description |
|---|---|
| Filter | Optional. Add conditions to narrow which households trigger the automation. |
Magic button (household)
Adds a custom button to household records. The automation runs when someone clicks the button. See Magic buttons for details.| Field | Description |
|---|---|
| Household type | Required. Choose Prospect or Client. |
| Title | Required. The label shown on the button. |
| Description | Required. A short explanation of what the button does. |
| Icon and color | Required. Choose an icon and color for the button. |
Task triggers
Task created
Runs when a new task is created.| Field | Description |
|---|---|
| Filter | Optional. Add conditions to narrow which tasks trigger the automation. |
Task completed
Runs when a task is marked as completed.| Field | Description |
|---|---|
| Filter | Optional. Add conditions to narrow which tasks trigger the automation. |
Meeting triggers
Meeting scheduled
Runs when a new meeting is scheduled.| Field | Description |
|---|---|
| Filter | Optional. Add conditions to narrow which meetings trigger the automation. |
Meeting completed
Runs when a meeting is marked as completed.| Field | Description |
|---|---|
| Filter | Optional. Add conditions to narrow which meetings trigger the automation. |
Magic button (meeting)
Adds a custom button to meeting records. See Magic buttons for details.| Field | Description |
|---|---|
| Title | Required. The label shown on the button. |
| Description | Optional. A short explanation of what the button does. |
| Icon and color | Optional. Choose an icon and color for the button. |
Opportunity triggers
Opportunity created
Runs when a new opportunity is created.| Field | Description |
|---|---|
| Filter | Required. Must include a pipeline condition so the automation only fires for opportunities in a specific pipeline. |
Stage moved
Runs when an opportunity moves to a different stage.| Field | Description |
|---|---|
| Filter | Required. Must include a pipeline condition so the automation only fires for opportunities in a specific pipeline. |
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.| Field | Description |
|---|---|
| Timing | Required. Choose when to trigger: same day, 1–3 days before, 5 days before, 1 week before, or 2 weeks before. Default: 1 week before. |
| Filter | Optional. Add conditions to narrow which people trigger the automation. |
Client review reminder
Runs before a client’s annual review date.| Field | Description |
|---|---|
| Timing | Required. Choose when to trigger: 1 week, 2 weeks, 3 weeks, 1 month, 2 months, or 3 months before. Default: 2 weeks before. |
| Filter | Optional. Add conditions to narrow which households trigger the automation. |
Client anniversary reminder
Runs before a client’s anniversary date.| Field | Description |
|---|---|
| Timing | Required. Choose when to trigger: same day, 1–3 days before, 5 days before, 1 week before, or 2 weeks before. Default: 1 week before. |
| Filter | Optional. Add conditions to narrow which households trigger the automation. |
Client touchpoint reminder
Runs relative to a client’s next touchpoint due date.| Field | Description |
|---|---|
| Timing | Required. Choose when to trigger: same day, 1–3 days before, 5 days before, 1 week before, or 2 weeks before. Default: same day. |
| Filter | Optional. Add conditions to narrow which households trigger the automation. |
Client custom date reminder
Runs relative to a date stored in a custom date field on the household. This lets you create reminders for any date you track — tax deadlines, policy renewals, or other important dates.| Field | Description |
|---|---|
| Custom field | Required. Select which date custom field to use. |
| Recurrence | Required. Choose Annual (triggers every year on the same month and day) or Exact date (triggers once on the specific date). Default: annual. |
| Timing | Required. Choose when to trigger: same day, 1–3 days before, 5 days before, 1 week before, or 2 weeks before. Default: 1 week before. |
| Filter | Optional. Add conditions to narrow which households trigger the automation. |
Meeting reminder
Runs before a scheduled meeting.| Field | Description |
|---|---|
| Timing | Required. Choose when to trigger: 30 minutes, 1 hour, 2 hours, 24 hours, morning of, 1–3 days before, 5 days before, 1 week before, or 2 weeks before. Default: 1 hour before. |
| Filter | Optional. Add conditions to narrow which meetings trigger the automation. |
System triggers
Email received
Runs when an email is received on a connected email integration.| Field | Description |
|---|---|
| Email integration | Required. Select which connected email account to monitor. |
| Sender type | Required. Choose Emails from unknown senders or Emails from existing contacts. |
| Filter | Optional. Add conditions, such as filtering by the sender’s email address. |
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.