How do I Set Event Based Triggers in Contacts App?

Updated on April 17, 2017 03:32AM by Admin

The Event Based Triggers in the Contacts App are utilized, when we have to execute an action after the occurrence of a certain event. Here, the trigger can be set for the events like Contact Creation, Contact Updation and Contact Deletion.

Once a trigger criteria are set, there are three automatic actions that can be triggered:

  • Send Email - An email can be triggered to the Referred By, Assigned To, Customer, Employee or a Team.
  • Update Attribute - Updates a particular attribute value.
  • Update Associated Object Attributes - Updates the attribute values of its associated objects.

Note: More than one action can be added for a trigger.

For instance: Consider an employee (Sharon M. Kaplan), who wants to get notified, by triggering an email to herself, whenever a contact assigned to her is deleted.

Steps to Create an Event Based Trigger

  1. Go to Contacts App.
  2. Click on “More (...)” icon -> “Settings” -> “Contacts” -> “Triggers”.
  3. Select “Event Based” triggers option. Click on “Create”.
    event based trigger
  4. In the creation page, define the following:
    • Name - Enter the name of the event based trigger.
    • Enabled - Slide the toggle ON, to keep this trigger working.
    • Event - Select “Contact Deleted” by checking on the respective radio button.
      enter trigger name
  5. In the “Criteria” section, define the criteria as “Assigned To = Sharon M. Kaplan”, by selecting the required attributes from the drop down.
  6. In the “Action” section, select “Send Email”.
    enter the criteria
  7. The Create External Email popup will be displayed. Select “Trigger To” as “Employee = Sharon M. Kaplan”.
  8. Click on “Create”.
    create external email popup
  9. Finally, click on “Create” to complete.
    click on create event based trigger
  10. So, now whenever a contact is deleted with "Assigned To = Sharon M. Kaplan", an email will be triggered.
    email triggered