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How do I Create and Set Triggers in CRM apps?

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Updated on September 10, 2020 07:00AM by Admin

Triggers allow you to perform automated actions like triggering an email or updating an attribute based on a particular criterion. Apptivo CRM Apps allows you to set two types of triggers. They are as follows,

    • Event-based
    • Time-based

With triggers, you are able to specify exactly how automation will be initiated. You can add multiple triggering conditions so that the same automation is initiated for multiple events

To Create Triggers in Leads App

  • Log in and access Leads App from your universal navigation menu bar.
  • Click on “More (...)” icon → "Settings" → "Leads" → "Triggers".
Leads Apptivo

  • Here, you can create two types of triggers:
    • Event-Based - Event-based triggers can be generated while creating, editing, or deleting leads.
    • Time-Based - Time-based triggers can generate an action when the criteria match at the selected time. It can be one-time or recurring.

To Create Triggers in Opportunities App

  • Log in and access Opportunities App from your universal navigation menu bar.
  • Click on “More (...)” icon -> "Settings" -> "Opportunities" -> "Triggers".
Opportunities App

  • Here, we can create two types of triggers:
    • Event-Based - Event-based triggers can be generated while creating, editing, or deleting opportunities.
    • Time-Based - Time-based triggers can generate an action when the criteria match at the selected time. It can be one-time or recurring.

To Create Triggers in Customers App

  • Log in and access Customers App from your universal navigation menu bar.
  • Click on “More (...)” icon -> "Settings" -> "Customers" -> "Triggers".
Customers App

  • Here, we can create two types of triggers:
    • Event-Based - Event-based triggers can be generated while creating, editing, or deleting customers.
    • Time-Based - Time-based triggers can generate an action when the criteria match at the selected time. It can be one-time or recurring.

To Create Triggers in Contacts App

  • Log in and access Contacts App from your universal navigation menu bar.
  • Click on “More (...)” icon -> "Settings" -> "Contacts" -> "Triggers".
Contacts App

  • Here, we can create two types of triggers:
    • Event-Based - Event-based triggers can be generated while creating, editing, or deleting contacts.
    • Time-Based - Time-based triggers can generate an action when the criteria match at the selected time. It can be one-time or recurring.

To Create Triggers in Cases App

  • Log in and access Cases App from the universal navigation menu bar.
  • Click on “More (...)” icon -> "Settings" -> "Cases" -> "Triggers".
Cases App

  • Here, we can create two types of triggers:
    • Event-Based - Event-based triggers can be generated while creating, editing, or deleting cases.
    • Time-Based - Time-based triggers can generate an action when the criteria match at the selected time. It can be one-time or recurring.