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Workflow Triggers

Workflow Triggers are events that initiate the execution of automated processes in your Stack system. These triggers serve as the starting point for workflows, allowing you to create responsive automations that activate based on specific actions or conditions.

Types of Workflow Triggers​

Workflow triggers are organized into several categories based on the source event:

  • Contact Triggers: Activate when contact records are created, updated, or meet specific criteria
  • Appointment Triggers: Respond to scheduling events such as bookings or cancellations
  • Opportunity Triggers: React to changes in sales pipeline or opportunity status
  • Form Submission Triggers: Start workflows when forms or surveys are completed
  • Payment Triggers: Initiate processes based on payment events
  • External Integration Triggers: Respond to events from integrated platforms
  • Time-based Triggers: Activate workflows at scheduled times or intervals

Common Use Cases​

  • Start an onboarding sequence when a new contact is created
  • Send reminders before scheduled appointments
  • Alert team members when high-value opportunities are created
  • Follow up with customers after form submissions
  • Generate receipts after successful payments
  • Respond to social media interactions
  • Execute recurring processes on a schedule

Workflow Triggers provide the foundation for creating responsive, automated systems that can adapt to customer behavior and business events, improving efficiency and customer experience.